TEI Roundtable No. 29: The Evolving Dynamic in IRS Appeals
There’s a blurring of the lines between Exam and Appeals
Every TEI member knows that a critical part of tax administration is the Internal Revenue Service’s Appeals process. But how has it changed in the last decade? To examine this issue, we convened an outstanding panel of corporate tax practitioners in this space, including Jean Pawlow, partner in the tax…
Tax Controversy During COVID-19 Didn’t Have to Be This Difficult
If there ever was a time to pity our friends at the Internal Revenue Service, that time is now. Even before the COVID-19 pandemic hit, budget cuts and staff attrition had hampered the IRS’ ability to keep up with its mounting workload, and the agency’s legendarily anachronistic information technology systems… Read more »
TEI Continues to Fight for You
The COVID-19 crisis has disrupted workplace practices and dramatically changed the way in-house tax professionals and government officials perform their jobs. Over the past several months, TEI has been monitoring these developments and advocating for responsive tax policy and administration solutions to better enable taxpayers and governments to navigate this… Read more »
Advancing Virtually, TEI Proud
For seventy-five years, TEI has set the standard for excellence, service, and commitment to the in-house tax community around the world. Our mission of supporting the educational, networking, and advocacy needs of our members is absolute, as is our commitment to keep members connected to one another, practitioners and sponsors… Read more »
Connecting, Engaging, Impacting—Virtually
Due to the ongoing COVID-19 crisis and its impact on landmark events around the world, TEI has made the move to go virtual for the much-anticipated 75th Anniversary Annual Conference. Although it would have been the perfect time to commemorate the Institute’s New York City roots this year, the 2020… Read more »
Makenzie Zuern
When Makenzie Zuern was in high school, she took her first tax and accounting class. “I’ve always loved math, and I fell in love with taking numbers and turning them into a big puzzle,” she explains. “In accounting, there is always an answer, you just have to apply the numbers… Read more »
Emerging Leader: Chris Anderson
As a senior in college, Chris Anderson had an epiphany while attending an information session for internship interviews. It was the early nineties. There was a recession; the financial crisis of the time was the failure of the savings and loan institutions. And the Big 8 had just become the… Read more »
Keeping You Connected and Informed
The COVID-19 crisis has disrupted workplace practices and dramatically changed the way in-house tax professionals and government officials must perform their jobs. TEI is committed to keeping you connected and informed during these challenging times by providing you the resources, tools, and support you need. TEI’s Virtual Education Information Center Staying… Read more »
Uncertain Times, Uncertain Costs: Deducting Expenditures Subject to Pending Insurance Claims
The Experts: Lee Kelley, Kandyce Korotky, and Jeffrey Zink
With the global pandemic COVID-19 upending business operations worldwide, companies are incurring unexpected—and often large—costs. Some of these costs may ultimately be covered by insurance. Given the unprecedented circumstances, however, there are bound to be questions and disagreements about which of those costs are covered by companies’ insurance policies. When…
Dealing With Tax Exemption Certificate Issues
This is the eighth installment of our Tax Technology Corner. As a corporate tax professional, you know how important technology is and how it’s evolving at warp speed. With new regulatory and compliance initiatives in the federal, state, and international areas, landmark tax reform legislation, and globalization of tax monitoring… Read more »
Optimizing Your Tax and IT Stack Tax leaders, tax technologists, chief financial officers (CFOs), and chief…
Prepare for Public Country-by-Country Reporting With public country-by-country reporting (CbCR) on the horizon, companies with…
Question: How Can Companies Take Advantage of Digital Assets With No Tax Impact? Digital-asset-based loyalty and reward programs allow companies to create a…
The Rise of the Excise Tax In August 2022, Public Law No. 117-169—commonly called the Inflation…
Who Is the Customer? Compared to the complexity of cost-of-performance (COP) sourcing of services…
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…