Dealing With Significant Multiemployer Pension Plan Issues in Corporate Transactions
Withdrawal liability could be jointly and severally owed by more than one entity in a corporate chain
If your company has targeted or is targeting another entity with a unionized workforce, you should pay particular attention to associated pension obligations. In recent years, a combination of industry and economic factors has led to the massive underfunding of many multiemployer pension plans. Such underfunding can result in substantial…
TEI Roundtable No. 25: To Insource or to Outsource? That’s the Question
Corporate culture determines whether outsourcing adds value
Whereas the decision to outsource key components of the tax function may have been cyclical in the past, increasingly outsourcing looks like a trend that’s not going away. But what goes into making that decision, and is there room for a hybrid model that combines insourcing and outsourcing? To find…
Thank You for the Opportunity to Serve
I cast my year as TEI president in terms of a challenge to the Institute: Elevate TEI’s profile and communicate its value. The dynamic and sometimes volatile global tax and regulatory landscape presented TEI with tremendous opportunities to show its mettle and reaffirm its position as the leading voice of… Read more »
Emerging Leader: Kristin Mikolaitis
When Kristin Mikolaitis first took a tax policy class in college, it “knocked my socks off,” she says. “That was when I first understood that tax is one of the primary tools for shaping economic and social policy in the United States—for showing which activities and people are valued, which… Read more »
Introducing the 2019–2020 Executive Committee
Even though they won’t officially be sworn in until the Annual Members/Board of Directors meeting in August, we want to introduce you to the new executive committee. Katrina Welch will be the new international president; James Kennedy, senior vice president; Mitch Trager, secretary; and Wayne Monfries, treasurer. The remaining members… Read more »
2019–2020 Technical Committee and Task Force Chairs
TEI’s technical committees and task forces have already begun their work for the 2019–2020 year, including session planning for the Annual Conference, working on advocacy initiatives, and more. If you are interested in joining a committee or task force, contact the chair listed here.
TEI’s Chief Tax Counsel to Lead U.K. Branch Office
Effective June 25, 2019, Patrick Evans, TEI’s chief tax counsel and corporate counsel, will relocate to Manchester, United Kingdom, to establish a TEI branch office there. TEI’s U.K. branch will serve as a key springboard for further developing TEI’s three pillars—education, networking, and advocacy—in the U.K. and throughout the Europe,… Read more »
Holds 5th Annual Spring Education Day
Nebraska Chapter
TEI’s Nebraska Chapter held a full-day CPE/CLE event at the Scott Conference Center in Omaha on April 23. Matt Gareau and Tim Davis from Deloitte’s Washington National Tax office presented on “Fundamentals of Consolidated Federal Taxes,” designed to provide basic federal taxation knowledge for tax professionals. The event drew over…
Holds Annual Federal/International All-Day Conference
Pittsburgh Chapter
TEI’s Pittsburgh Chapter recently hosted its Annual Federal/International All-Day Conference. This event is one of two major all-day programs the chapter holds each year and complements a SALT program that took place in the fall. Attendees were treated to a full sit-down luncheon during which Deloitte, this year’s sponsor, presented a technology-focused…
Anthony O’Donnell
Anthony (Tony) O’Donnell was a history major in college and, during his formal legal training, never set out to pursue tax. “I fell into it late in law school when I took the basic tax course and found that the key concepts of tax made sense to me and the… 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…