Author: Walter B. Doggett III

Leading With Gratitude & Looking Toward the Future

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I am both humbled and excited to assume the role of TEI international president for the 2025–2026 fiscal year. Founded in 1944, TEI is the preeminent organization for in-house tax professionals. With its mission of education, advocacy, and networking, TEI has played a vital role in my professional career. To… Read more »

Acknowledgments

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TEI gratefully acknowledges the support of its sponsors. Their financial support enables TEI to maintain a rich program of value-added education, networking, and advocacy activities for the in-house tax community. Exclusive Affinity Partner Thomson Reuters Platinum Andersen BDO Birch Risk Advisors Bloomberg Tax CAC Specialty Crowe LLP Crux CSC Corptax… Read more »

Thank You and Congratulations to TEI’s Committee Chairs

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TEI could not accomplish its work without its technical and advisory committees. These committees develop TEI’s positions on tax matters, plan the Institute’s education programs, and interact with tax officials at every level. We would like to thank your 2024–2025 committee chairs for the work they have done for the… Read more »

The One Big Beautiful Bill Act
Assessing the impact of new tax legislation on single-family offices and their stakeholders

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In July 4, President Donald Trump signed into law the One Big Beautiful Bill Act (OBBBA), marking the most comprehensive overhaul of US tax policy since the 2017 Tax Cuts and Jobs Act (TCJA). This landmark legislation brings significant changes with direct implications for single-family offices, high-net-worth investors, and closely…

TEI Holds Annual Meeting of Members in Vermont

TEI hosted its Annual Meeting of Members August 9–12 in beautiful Burlington, Vermont. TEI’s Executive Committee, Board of Directors, and staff focused on key governance matters, including electing new officers and past presidents to the board, certifying chapter representatives, approving the fiscal year 2025–2026 budget, and setting the Institute’s strategy… Read more »

TEI Submits Additional Comments on CAMT Proposed Regulations

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On July 25, TEI submitted additional comments on the proposed regulations for the corporate alternative minimum tax (CAMT). The letter reiterated several of TEI’s prior comments on CAMT and included a new recommendation for an adjustment to adjusted financial statement income for stock-based compensation. The Tax Reform Task Force, whose… Read more »

TEI Holds Liaison Meeting With the British Columbia Ministry of Finance

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Members of TEI’s Canadian Commodity Tax Committee met virtually with the British Columbia Ministry of Finance on June 23. In addition to addressing requests for updates on questions from past liaison meetings, the meeting included a discussion about audit issues and opportunities to improve BC’s competitiveness through consumer taxation-related initiatives,… Read more »

The Fringe Benefit Rules Applicable to Protecting Executives
What security measures are excludable from executives’ income?

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Since the 2024 murder of Brian Thompson, the CEO of UnitedHealth Group’s insurance division, employers are reexamining their corporate security policies, which are designed to protect employees, including executives, from harm. The law is clear that the value of personal protection benefits provided to employees may be excluded from income…

Acknowledgments

TEI gratefully acknowledges the support of its sponsors. Their financial support enables TEI to maintain a rich program of value-added education, networking, and advocacy activities for the in-house tax community. Exclusive Affinity Partner Thomson Reuters Platinum Andersen BDO Birch Risk Advisors Bloomberg Tax CAC Specialty Crowe LLP CSC Corptax Deloitte… Read more »

Bookending the TEI World Tour

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In June, TEI International President Josephine Scalia visited Europe, where she connected with the TEI EMEA Chapter leadership team. In the photo above, from left to right, she appears with Sarah Williams (2024–2025 EMEA Chapter president), Gaia Fraschetti (2025–2026 EMEA Chapter president), and Karine Halimi-Guez (EMEA Chapter board member). In addition,… Read more »