Author: Tax Executive Staff

Emerging Leader: Ralf Thelosen

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Being a tax professional has its ups and downs, as anyone reading this article surely knows. But when it comes to managing the highs and lows of corporate tax practice, Ralf Thelosen should be well-prepared. Having cycled Alpenbrevet in Switzerland, which includes three of the most famous passes in the… Read more »

TEI EMEA Chapter Celebrates Its Fifteenth Anniversary

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  To mark its fifteenth anniversary, the Board, under the leadership of Chapter President Rudolf van Ooijen, organized a special conference in Geneva, Switzerland, where the Europe, Middle East, and Africa (EMEA) Chapter was initially founded. Many past chapter presidents were able to attend, including the first, Lisa Peschke-Koedt. The chapter… Read more »

Rita Makaris

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Rita Makaris’ memory of her college tax course is vivid—and not particularly positive: “All I remember was how frustrating it was—nothing but rules with exceptions and exceptions to the exceptions.” But thirty years later, after an incredibly successful career in tax, Makaris, senior tax manager and assistant firm-wide controller at… Read more »

San Francisco Chapter
Hosts Annual Chapter Meeting

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  The San Francisco TEI Chapter hosted about forty attendees at its annual meeting at the San Francisco Marriott Union Square in June. Speakers included Fiona Ma, CPA board member from the California State Board of Equalization, who updated on current and future California tax trends. Nutritionist, neuroscientist, and author…

Region VII
Hosts Annual Conference

  The TEI Region VII 2015 Annual Conference, held in June at the Westin Hilton Head Resort in South Carolina, drew more than 100 members, 115 family members, and 100-plus sponsors and speakers, including TEI members from other chapters. Highlights included: Legislative update by Kevin Levingston (PWC) and Bob Adams…

Regions V and VI
Hold TEI/IRS Liaison Meeting

  TEI Regions V and VI joined forces for the fifteenth TEI/IRS Liaison Meeting in Austin, Texas, in May to facilitate effective communications between TEI member companies and regional IRS personnel and to provide tax professionals with enhanced IRS audit knowledge. Thirty-two TEI members and nine IRS participants represented both…

Region III
Holds Tax Conference

For the first time in a decade, Region III held a tax conference at the Foxwoods Resort & Casino in Ledyard, Connecticut. The two-day event was co-sponsored by Deloitte and Jones Day. More than thirty speakers presented international, federal, state, and local issues to more than 100 members and guests.

Region I
Hosts 49th Annual Canadian Tax Conference

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TEI Region I’s three-day 49th Annual Canadian Tax Conference at the Chateau Laurier in Ottawa in May provided technical sessions and panels with representatives from the Canada Revenue Agency (CRA) and Department of Finance (DOF). CRA’s income tax panel featured Mickey Sarazin, director general, Income Tax Rulings Directorate; Randy Hewlett,…

New England Chapter
Hosts Annual All-Day Conference

The New England TEI chapter’s annual All-Day Conference on May 15 featured tax technical sessions and networking opportunities. More than 175 TEI members and nonmembers attended. Fourteen vendor–sponsors showcased their talents. The event covered mobile workforce, SALT updates, BEPS, career development, and a Washington update. Technical experts provided professional development…