San Francisco Chapter
Hosts Annual Chapter Meeting
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
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…
Houston Chapter
Awards Scholarships to Taxation Specialty Students
The Houston TEI Chapter awarded annual spring scholarships for $1,500 to five students completing programs with a taxation specialty: Kelsey Walker, South Texas College of Law; Rachel Weeks, Texas A&M University, May Business School; Whittney Richardson, Texas Southern University, Thurgood Marshall School of Law; Louis Sabido, University of Houston,…
2015–16 Executive Committee
At TEI’s Annual Meeting of Members on August 11, the 2015–16 international president was sworn in, and the transition to the new Executive Committee took place. C.N. (Sandy) Macfarlane is now the international president; Janice Lucchesi, senior vice president; Robert Howren, secretary; and James Silvestri, treasurer. The remaining Executive Committee… Read more »
John Schoenecker Becomes TEI’s Newest Tax Counsel
John Schoenecker joined the TEI legal team as tax counsel in early August. A trial attorney with the tax division of the U.S. Department of Justice for almost eight years, John has litigated a broad range of tax matters, including those related to foreign tax credits, tax shelters, enforcement, and… Read more »
Acknowledgements
September/October 2015
TEI gratefully acknowledges the support of the following firms that sponsored TEI’s Midyear Conference. Their financial support enables TEI to maintain a rich program of value-added education networking, and advocacy activities for the in-house tax community. PLATINUM Thomson Reuters (TEI’s Exclusive Affinity Partner) ADP Alvarez & Marsal Taxand LLC Anderson…
Tax Department of the Future: Reimagining Tax Technology On the first full day of TEI’s 75th Anniversary Celebration,…
State Tax Policy Takes Center Stage In an informative session on the first day of the…
The New Era of Transparency: Global Trends and Management Strategies In a particularly engaging session at TEI’s Annual Conference and…
TEI’s 75th Anniversary Celebration: A Closer Look & An Optimistic Future This past October, we took the opportunity to recognize a…
TEI Bestows President’s Award on Makaris and Wireman, Honorary Membership on Silbiger Two of the highest honors a TEI member can receive…
Global Tax Policy and Controversy Trends In an engaging and educational Annual Conference session moderated by…