Remembering Matthew, Ken, and Phil
Three Giants Who Changed the Practice of Tax
In the span of a few short months, the tax world lost three individuals—Matthew Rosen, Ken Gideon, and Phil Mann—who each left an indelible mark on tax law and tax practice. All three were affable, witty, and wise and possessed impeccably good judgment. They cared deeply about their families, friends,…
Mitch Frank
For some corporate tax practitioners, interest in tax issues begins with their first job in the financial area; for others it’s law school; still others, college. But for Mitch Frank, general director, taxes, at BNSF Railway Inc., it began in high school. “I took a bookkeeping course that included reference… Read more »
San Francisco Chapter
Mourns Past President Mike Martello (December 14, 1941 - July 1, 2016)
TEI San Francisco Past President Michael Edward Martello, fondly known as Mike by most, was born on a U.S. Marine base in Quantico, Virginia. He was the eldest of six children. The family relocated to Clifton, New Jersey, in the early 1950s. He graduated from St. Mary’s Catholic High School…
Iowa Chapter
Hosts 2017 Opening Meeting
Although the twentieth anniversary of the Iowa Chapter occurred in April, celebrations of this milestone were delayed so as not to interfere with the wind-down of FY 2016. Over the summer, the Chapter planned a special kickoff celebration meeting for FY 2017, which was held in late September. Chapter President…
Treasury Includes TEI Recommendations in Final Section 385 Regulations
If pleasure is the absence of pain, as one panelist suggested at TEI’s recent Annual Conference in Philadelphia, then the final Section 385 regulations, released October 13, are a welcome pleasure compared to what might have been. The final regulations, summarized in this issue’s cover feature on page 20, seem… Read more »
TEI Appointed as Member of the European Commission’s VAT Expert Group
On September 30, the European Commission reappointed TEI as a member of the VAT Expert Group for a three-year term. The VAT Expert Group was established in 2012 to “advise the Commission on the preparation of legislative acts and other policy initiatives in the field of VAT” and to “provide… Read more »
TEI Holds Liaison Meeting With the Pennsylvania Department of Revenue
On August 9, a delegation from TEI’s Philadelphia Chapter met with representatives from the Pennsylvania Department of Revenue (DOR). The delegation addressed taxpayer concerns arising from the DOR’s new corporation tax systems and procedures, such as gaps among assessments of tax, interest, and penalties; failure to notify taxpayers when an… Read more »
Checking in Ahead of Year-End
It’s almost year-end. No, not that year-end! The one that’s focused on family and friends, sumptuous meals, storytelling, and kids home from school. Yes, it’s almost holiday time, when we take stock of our progress, express thanks for our blessings and accomplishments, and hope for the same in the coming… Read more »
TEI Roundtable No. 11: What Keeps CTOs Up at Night
Retroactivity issues and the Apple case may trigger some angst, but what often cause concern for CTOs on the firing line are business developments they don't know about
For chief tax officers (CTOs), there are everyday worries, and then there are worries that keep them up at night—BEPS, changing compliance requirements, and increasing demands on their time, to name just a few. Tax Executive convened a roundtable to discuss in more detail the changing role of CTOs…
Celebrating Milestone Chapter Anniversaries
From Five to Seventy Years Old, TEI Chapters Hit the Mark
Individual TEI chapters are the lifeblood of the Tax Executives Institute. The chapters host educational meetings, including all-day CPE events and annual tax conferences; award graduate assistantships and scholarships; perform valuable community services; honor members with meritorious service awards; host luncheons; support TEI’s institute-level programs; host Congressional representatives; and…
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…