Playbook for a Successful Tax Technology Solution
Key to success: Engage tax technology and IT resources early and ensure continued involvement
The business and tax environments are changing rapidly, significantly affecting how corporate tax functions leverage technology, engage with their information technology (IT) departments, and execute technology projects. To adapt to challenging times, tax needs to reevaluate how it exploits data and technology and reconsider the skill sets needed to transform…
How Adobe Streamlined Tax to Scale Its Business
Dramatic shift in online purchasing has ripple effect
Some of the statistics about consumption in the United States are truly jarring. There are more than three shopping centers for every high school, according to industry data and the Department of Education. For each person, forty-eight square feet of retail capacity exists, CNBC reported earlier this year. The average…
The Internet, ‘Fake News,’ and Tax Research
Yes, they really do affect your bottom line
Before the days of the internet, tax research was conducted by tax professionals with access to information not readily available to the general public and followed high editorial standards. Corporate tax executives might have challenged the conclusions of the research, but they did not have to think twice about the…
Bots, Natural Language Processing, and Machine Learning
Yes, these will impact your tax practice, but when and how much are still unclear
Tax professionals in all industries run into a common problem: the constant confrontation with rapidly changing technology that is camouflaged by overly complicated terminology, with few people explaining things in language that laypeople can understand. Such is the problem when you start a conversation on, say, robotic process automation or…
Best Practices in Tax Compliance Outsourcing
Start the journey with a well-designed RFP
Tax compliance isn’t for the faint of heart these days. Proper execution can directly affect cash flow, the defensibility of tax return positions, risk management, and ultimately the public’s perception of your company as a responsible taxpayer. In the face of these concerns, as well as ever-changing tax laws and…
Your Tax Data Is Ripe for Artificial Intelligence. Are You Prepared?
AI is still evolving, but machine learning is already here
Entrepreneur and Tesla cofounder Elon Musk recently sparked controversy when he labeled artificial intelligence (AI) the “biggest existential threat” to humanity. On the flip side, according to Sandhya Venkatachalam of Centerview Capital Technology, AI can be used to fundamentally rethink how we solve the world’s problems and has the potential…
How Tax Nexus Is Primed to Change
Retailers face internal and external challenges when it comes to properly managing indirect tax compliance (e.g., sales, use, and VAT-like taxes), and the many degrees of complexity are ever changing. Internally, there are frequently too many cooks in the kitchen, and not by choice. Many people are involved in tax… Read more »
Andy Vickers
Some tax specialists come to the profession late in life. But not Andy Vickers. For Vickers, vice president, corporate tax, at Nordstrom in Seattle, Washington, the business bug bit him in high school. “I was always math-focused in high school and interested in business generally,” Vickers explains. “I knew I… Read more »
San Francisco Chapter
Mourns Passing of Past President
Donald “Don” W. Clark, former senior director of taxation at Transamerica Corporation and longtime TEI member, died on May 4, 2017. He passed away peacefully in his home at age 82. Don was born on March 5, 1935, in Thermopolis, Wyoming, and grew up in Wyoming and Montana. He received…
Region I
Holds Fifty-First Annual Canadian Tax Conference
The Fifty-First Annual Canadian Tax Conference was held at the Château Laurier in Ottawa from May 8 to 10. The conference planning committee comprised Steve Perron of CGI Group, who is TEI’s vice president for Canadian affairs; David Card of Enbridge, chair of the Canadian commodity tax committee; and Paul…


An Overview of the EU Public Country-by-Country Reporting Rules The European Union (EU) has long been at the forefront…
Optimizing Tax Through Structured Data Storage and Data Pipelines In today’s fast-paced digital business environment, tax departments are under…
Preparing Now for 2025 Tax Legislative Activity Editor's note: This article was finalized prior to President Donald…
TEI to Comment on New Proposed Section 987 Regulations The US Treasury Department and Internal Revenue Service published new…
How Tax Insurance Can Be a Valuable Tool for Managing Transfer Pricing Risk in 2025 and Beyond Heightened regulatory scrutiny around the world has made transfer pricing…
TEI Welcomes New Staff, Promotes Team Member Erica Larkin Erica Larkin joined TEI in November as the…