Tax Advantages of Family Office Structure
Concept can take many shapes and sizes
As a family grows and transitions toward succeeding generations, not all family members may be interested in or have the skills appropriate to managing the family’s assets. At the same time, the family’s assets may be chunky, or it may be difficult or undesirable to divide the assets to give…
Digital Economy Forces Global Tax Authorities to Adapt
Tax jurisdictions around the world are feeling the pressure to update their rules to keep pace with the disruptions brought about by the digitization of the economy. Defining where value is created has become much more complex than when most countries’ corporate tax rules were written. Traditional corporate tax rules… Read more »
TEI Roundtable No. 20: Tax Reform and Tax Technology
Regulatory uncertainty means that tax departments face significant challenges
With the passage of the largest overhaul of the tax code in more than three decades, it was axiomatic that the technology used by tax practitioners would be directly impacted. What has that impact been, and what has it meant for in-house tax departments? To answer those questions, we scheduled…
Tax Leaders Face a Generational Reckoning
Success calls for new tax technology talent and tools
The Who’s 1965 anthem furiously announced the arrival of a new generation whose values differed markedly from those of its predecessors. If current tax function leaders tune in to the thirty- and forty-somethings in their ranks, they’ll hear about similarly dramatic changes regarding the technology tools the function will soon…
Tax Tech Matters
In an evolving corporate tax environment—especially now, with tax reform keeping tax professionals on their toes—adaptability is more important than ever, and surely that includes the need to stay with the times. Technology’s place in tax cannot be overlooked, and the folks at Thomson Reuters ONESOURCE know that. ONESOURCE’s 2018… Read more »
Gregory Viggiano
What on earth could the late 1960s television show The Green Hornet have to do with tax planning at the AP Moller–Maersk Group? Let’s let Gregory Viggiano, the company’s senior director of tax planning, explain it in his own words: “When I was five, I was a fan of the… Read more »
Holds Annual Conference
Region VIII
The 2018 TEI Region VIII Annual Conference was held at the beautiful Westin Hilton Head Island Resort in South Carolina from June 6 to 10 and was attended by over 100 TEI members from sixteen chapters (some coming from as far away as Denver) and individuals from member companies. Two…
Enjoys Day of Baseball (and CPE Credits)
Baltimore-Washington Chapter
The Baltimore-Washington Chapter recently held its annual Washington Nationals/CPE event in May. A morning of continuing professional education followed by an afternoon of baseball proved a great combination. Kevin Maillet, Baltimore-Washington Chapter president, kicked off the day with a warm welcome to all participants. PricewaterhouseCoopers followed with an excellent and…
The New TEI Career Center
If you haven’t visited the TEI website lately, now might be a good time. On July 12, TEI officially launched the new Career Center (careers.tei.org)—the premier resource for connecting highly qualified tax professionals with career opportunities. The Career Center allows TEI members to search for and apply to more member-eligible… Read more »
Using Your Capital Investment Budget to Maximize Value From Economic Development Incentives
The Experts: Wes Bowen and Rudy Watkins
Every year, companies invest billions of dollars into property, plant, and equipment for new and existing facilities. Such capital investments are made to meet changing market demands, improve operational efficiencies, enable expansion, and maintain the integrity of existing assets. Federal, state, and local governments offer various economic development incentives to…
Optimizing Your Tax and IT Stack Tax leaders, tax technologists, chief financial officers (CFOs), and chief…
Inequitable Barriers to Equitable Apportionment Every state that imposes a corporate income tax requires multistate…
Prepping for Year-End: Internal Control Over Financial Reporting As year-end approaches, tax departments can already sense the year-end…
Renewable Energy Tax Credits After the Inflation Reduction Act Following the the 2024 US general election, with Donald Trump’s…
TEI Roundtable No. 49: A Look at the TCJA in 2025 Editor’s note. This conversation was recorded in August, prior to…
Beyond the Numbers What truly distinguishes exceptional tax leaders in today’s market? It’s…