Region 10
Annual Conference Takes Place in Dana Point
TEI Region 10 held its forty-fourth Annual Conference May 22–24 at the Waldorf Astoria Monarch Beach Resort & Club in Dana Point, California. The three days of educational sessions kicked off with a discussion of current tax policy, including the possibility of tax legislation on Capitol Hill, the OECD Pillars…
Region 1
Holds Annual Canadian Tax Conference in Ottawa
TEI Region 1 held its fifty-sixth Annual Conference May 3–5 in Ottawa. Mark Caluori, Jun Ping, and Steve Saunders planned the conference, and incoming TEI International President Josie Scalia delivered opening remarks. The program included many notable speakers, including the Honorable Marc Noël, KC, partner at Osler, Hoskin & Harcourt…
TEI Regions 6 & 7
Hold IRS Liaison Meeting
On May 9, Regions 6 and 7 held their annual liaison meeting with the Internal Revenue Service in Chicago. Larry Pociask, Cathy Stevens, Angela Schlemmer, Sara Zelazny, Meredith Menden, and Ryan Gibbons moderated sessions with IRS speakers on LB&I compliance priorities, the research credit, the Taxpayer Advocate Service, transfer pricing,…
TEI Submits Comments on Stock Repurchase Excise Tax Proposed Regulations
On June 11, TEI submitted comments on the proposed regulations on the stock repurchase excise tax. TEI requested clarification on the method for electing to apply the proposed regulations retroactively to issuances and repurchases that occurred after December 31, 2022, but before the publication of the proposed regulations. TEI also… Read more »
EMEA Chapter
Hosts Spring Conference in Paris
The EMEA Chapter hosted its annual Spring Conference at Baker McKenzie’s Paris office at the end of May. The first day encompassed a members-only meetings focusing on member-led advocacy initiatives, member roundtables, and member-led sessions, while the second day involved a variety of presentations featuring Baker McKenzie’s professionals and representatives…
State and Local Tax Implications for a Remote Workforce
As remote work becomes more common, withholding and nexus are among key considerations
State and local tax issues related to remote workforces have existed for many years. However, the pandemic—with the attendant drastic increase in employees working from home or elsewhere—has intensified these issues and brought them to the forefront of taxpayers’ attention. The remote work trend continues even as we emerge from…
TEI Holds Federal Tax Course – Level 1 in Atlanta
TEI held its annual Federal Tax Course – Level 1, June 17–21, at the Georgia Tech Hotel and Conference Center in Atlanta. This year’s course drew over sixty attendees from across the United States and Canada. The five days of educational sessions featured best-in-class faculty and valuable networking opportunities, including… Read more »
Region 9
Holds Annual Conference in Palo Alto
TEI Region 9 held its Annual Conference April 29–May 1 at the Crowne Plaza Cabana Hotel in Palo Alto, California. Ellen MacMillan, Region 9 vice president, gave welcome remarks, and Sage Eastman of Mehlman Consulting opened the conference with a topical session, Whiplash! Managing a Taxing Political Environment in Washington…
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 ADP Tax Credit Services Andersen Bloomberg Tax & Accounting CAC Specialty Crowe LLP CSC… Read more »
Institute Leaders Featured on Insightful Podcasts
Two TEI leaders recently shared their expert insights and perspectives on podcasts. In late May, TEI International President Sandhya Edupuganty joined Unity Search’s Unity Talks podcast, in which host David Cathey chats with guests about their career paths and how they’ve stayed atop their respective fields. In Edupuganty’s episode, she… Read more »
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…