Cleveland Chapter
Holds Annual Scholarship Golf Outing
On August 26, the TEI Cleveland Chapter held its eighth annual scholarship golf outing. This event has grown every year, with thirty teams from seventeen firms participating this year. Proceeds fund scholarships for a master’s in taxation student at the University of Akron and undergraduate accounting students considering careers in…
Navigating Tax Risk in the Modern Era: Why Tax Technology Is Essential
In today’s ever-changing tax world, managing the organization’s tax risk is no easy feat. Demands for tax compliance and financial reporting are soaring in complexity, number, and scope. Tax teams face pressure to provide highly granular a as regulatory bodies like the Securities and Exchange Commission and the Internal Revenue… Read more »
An Exciting Year Ahead
It is a great honor for me to serve as the 2024–2025 international president of TEI, and I am proud to be the first Canadian female to lead as international president in the Institute’s history of closeto eighty years. TEI has made such a big difference in my career, and… Read more »
Question: How Can Companies Take Advantage of Digital Assets With No Tax Impact?
The Experts: Michael Graber, John Cardone, Bassel Elbetanony, and Nick Juffer
Digital-asset-based loyalty and reward programs allow companies to create a tailored customer experience across multiple brands without introducing the tax uncertainty that exists elsewhere in the digital asset and blockchain ecosystem. Digital assets, such as cryptocurrency and non-fungible tokens (NFTs), are treated by the Internal Revenue Service as personal property.…
Mark Caluori
Mark Caluori’s career in tax has been a journey of continuous learning and growth. From his early days at Deloitte and EY to his long tenure at Pan American Silver, where he is the vice president, tax, Caluori’s experiences have shaped him into a seasoned professional ready to tackle the… Read more »
TEI Submits Comments on Proposal for Brazilian Cooperative Compliance System
On June 10, TEI sent a letter to the Brazilian tax authorities recommending that Brazil adopt a cooperative compliance program with taxpayers. TEI noted the advantages of such a program include providing tax authorities with transparency and taxpayers with certainty, improving the risk assessment process, and assisting the Brazilian tax… Read more »
TEI Submits Comments on Notice 2023-63, Section 174, and Software Development
On July 24, TEI submitted comments on Notice 2023-63 and Section 174, with a particular focus on rules related to software development for future proposed regulations. TEI requested rules for determining the proper unit of account with respect to specified research or experimental expenditures (SREs) and further guidance on what… Read more »
Region 8
Annual Conference Takes Place in Hilton Head
TEI Region 8 held another successful regional meeting June 12–16 at the beautiful Westin Hilton Head Resort & Spa in South Carolina. Top national speakers graced attendees with their presence and informative presentations. As always, all the families who joined enjoyed a great time on the beach as well as…
Passing the Torch, TEI Proud
It’s amazing how quickly a year, this past year, has gone by. It seems as if just a couple of months ago Wayne Monfries passed the torch, and now it is my turn to pass it to Josie Scalia. “We are in it for a minute.” And that is the… Read more »
Region 2
Forum Returns to Atlantic City
TEI Region 2 held its fifteenth Annual Forum June 3–4 at the Borgata in Atlantic City, New Jersey. The day-and-a-half forum kicked off with a plenary on the current tax policy environment, followed by a number of educational breakouts on topics ranging from emerging federal issues to new tax technology.…
Optimizing Your Tax and IT Stack Tax leaders, tax technologists, chief financial officers (CFOs), and chief…
An Overview of the EU Public Country-by-Country Reporting Rules The European Union (EU) has long been at the forefront…
Optimizing Tax Through Structured Data Storage and Data Pipelines In today’s fast-paced digital business environment, tax departments are under…
Renewable Energy Tax Credits After the Inflation Reduction Act Following the the 2024 US general election, with Donald Trump’s…
TEI Roundtable No. 49: A Look at the TCJA in 2025 Editor’s note. This conversation was recorded in August, prior to…
Inequitable Barriers to Equitable Apportionment Every state that imposes a corporate income tax requires multistate…