Registration is officially open for TEI’s 2023 Annual Conference—75th Anniversary Celebration! The Annual Conference will occur October 22–25 at the New York City Marriott Marquis in the heart of Times Square. We are excited to celebrate TEI’s 75th Anniversary at this event, which will honor TEI’s past, present, and future.… Read more »
In the May 29 edition of Tax Analysts’ Tax Notes International, Tony Santiago, founder and president of TaxSearch Inc., discusses a shift in tax expertise due to the latest wave of leadership turnover and retirements. In this article, Santiago explores and shares strategies for filling job vacancies with younger-generation talent… Read more »
TEI hosted its Annual Meeting of the Members (AMM) from August 6 to 8 in the wine country of the Willamette Valley outside Portland, Oregon, at the spectacular Allison Inn and Spa. There were plenty of opportunities for members to network with peers, learn something new, reconnect with old friends, and meet… Read more »
As we’ve learned from the fabulous TV series Succession, leadership development and succession planning can often get a little, shall we say, dicey. Fortunately, in the tax realm, it doesn’t get quite as chaotic as in the Roy family. To find out more about best practices in our profession, we…
TEI could not accomplish the work it does 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 our 2022–2023 committee chairs for the work they have done… Read more »
On August 14, TEI responded to a request for comments concerning proposed regulations under Section 6418 regarding the transferability of certain credits to unrelated taxpayers. TEI’s comments included concerns about burdensome registration and election requirements and about provisions that substantially limit the taxpayers’ ability to take advantage of the credit… Read more »
Anne-Marie Nguyen is what you might call a “dynamo.” Nguyen is currently a junior at the John Molson School of Business at Concordia University in Montreal, majoring in international business and minoring in management. She is also enrolled in a co-op program, which enables students to work while pursuing their… Read more »
Artificial intelligence (AI) and extract, transfer, and load (ETL) tools are transforming what many TEI members do every day. We wanted to find out how these dynamic technologies will impact the tax industry. In May, Michael Levin-Epstein, Tax Executive’s senior editor, interviewed Nick Panko, vice president at CFO Services. Michael… Read more »
Since the public release of ChatGPT in November 2022, mass media outlets have hummed with predictions about the risks and rewards of ChatGPT and other generative artificial intelligence—programs that generate text, images, and other media in response to prompts. But ChatGPT and generative AI are not just buzzwords. They could… Read more »
Amanda Sturdevant joined the TEI staff in June as sponsor relations director. She is a marketing strategist and project manager with more than fifteen years of experience working for accounting, law, and consulting firms. Prior to joining TEI, Sturdevant served as marketing director at True Partners Consulting, a national tax-only… Read more »
