Region and Chapter News
Chicago Chapter
Volunteers Help Chicagoans File Their Taxes
Through Ladder Up’s Tax Assistance Program in the Chicagoland area, TEI Chicago Chapter members helped to prepare over 14,000 tax returns and secure over $19.5 million in refunds for Ladder Up clients this year. Seven chapter volunteers totaled just over 240 hours of service, with an estimated economic impact of… Read more »
Florida Chapter
Holds Annual Spring Meeting
TEI’s Florida Chapter held its annual Spring Meeting on May 7 and 8. The meeting was hosted by RSM and included several interesting topics, including a session with local IRS executives giving an update on current IRS hot topics.
Cleveland Chapter
Hosts 7th Annual Scholarship Golf Outing
On September 18, TEI’s Cleveland Chapter hosted its Seventh Annual Scholarship Golf Outing at Signature of Solon Country Club. This year’s outing included twenty-seven teams sponsored by seventeen firms, a new record for the chapter. Proceeds from the golf outing support scholarships for students who have an interest in a… Read more »
TEI Relaunches the New Orleans Chapter as the Gulf States Chapter
TEI is back in the Big Easy! Under the direction of LT Toras, chapter president, and Wayne Hamilton, chapter representative, TEI relaunched the former New Orleans Chapter as the newly reconstituted Gulf States Chapter. The new name reflects the Institute’s commitment to expanding its reach beyond New Orleans to serve… Read more »
Hosts Sixth Annual Scholarship Golf Outing
On August 1, the TEI Cleveland Chapter hosted its sixth Annual Scholarship Golf Outing at Signature of Solon Country Club in Solon, Ohio. This year’s outing included twenty-two teams sponsored by fifteen firms. Proceeds from the golf outing support scholarships for students who have an interest in a career in… Read more »
New York Chapter
Awards Scholarships
In December, the president of TEI’s New York Chapter, Sheila Rao, was happy to award four scholarships to future tax professionals. We congratulate the following scholarship winners: Primrose Zvinavashe of the master’s program at Pace University, who also holds a JD from the university’s law school, was awarded the Jerry… Read more »
Northeast Wisconsin Chapter
Activity Summary Report Through March
Below is a quick summary of the activity in the Northeast Wisconsin Chapter from this past October through March: The chapter meeting on October 24 focused on international tax issues, including GILTI, FDII, and other matters related to tax reform. November 21 was the chapter’s annual all-day session. Presentations covered… Read more »
Kentucky Chapter
Hosts TEI Executive Director for Presentation and Bourbon Tasting
The Kentucky Chapter hosted Eli Dicker, TEI executive director, at a recent meeting held at Jeptha Creed Distillery in Shelbyville, Kentucky. In addition to attending a state tax update presented by PwC, Kentucky Chapter members learned of the opportunities that TEI provides in an informative discussion led by Dicker and… Read more »
Detroit Chapter
TEI’s Detroit Chapter presented Kathy Castillo the Chapter Meritorious Service Award. Chris Tressler, Detroit Chapter representative, and Teri Hull, Region 5 vice president, presented the award to Castillo and spoke to attendees about her many contributions. Castillo has held key roles in the Detroit Chapter and at the Institute level.… Read more »
Seattle Chapter
Presents Chapter Award
TEI’s Seattle Chapter presented Sheri Dunn with the TEI Meritorious Chapter Service Award. Dunn retired from Weyerhaeuser Company in September 2016 and served as an officer of the Seattle Chapter board from 2007 to 2012. Dunn actively supported the annual process for the education program, using her knowledge of tax… Read more »
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