Departments and Columns
Daniel Smith
Silicon Valley Chapter
Where do you think the president of TEI’s Silicon Valley Chapter works? If you guessed Google, you’d be right—as long as you didn’t google it first. Daniel Smith, head of the Silicon Valley Chapter since July 2021, has successfully navigated pandemic concerns in the months since assuming the presidency of… Read more »
TEI’s Hybrid 72nd Midyear Conference
Continuing Education Calendar
2022 Tax Technology Seminar May 2–3 San Francisco, CA TEI Region 1 Virtual 54th Canadian Tax Conference May 2–3 Virtual TEI Region 9 Virtual Conference May 11 Virtual TEI Region 10 42nd Annual Conference May 16–18 La Jolla, CA TEI Region 8 Annual Conference Event June 8–12 Hilton Head Island,… Read more »
Mary Jones
Can tax be a refuge from other academic pursuits? For Mary Jones, director of benefits taxation at Microsoft Corporation, it was. “I fell into the tax space as I was trying to escape litigation and employment law and found the benefits group at an employment law firm with which I… Read more »
TAA in 2022
Last fall, the New York State Society of Certified Public Accountants released results from a survey about tax analytics and automation (TAA). The survey aimed to gather data about and insights into the benefits, applications, integration, obstacles, and regulatory environment surrounding TAA technologies. Although it appears that the in-house tax… Read more »
Celebrating Our 72nd Midyear Conference Success
We hoped that our Midyear Conference would be a huge success this year, and we were certainly not disappointed. In fact, the quality of the content and the attendance numbers exceeded our expectations. Limited space prevents me from enumerating all the fantastic plenary and breakout sessions at the meeting, but… Read more »
Navigating the Automation Journey on a Budget
All tax departments either have begun or should be beginning the exciting and game-changing journey to automate their operations. But what does this really mean, from a practical budgetary perspective and from a mission-driven one? To find out, we interviewed two professionals in this arena, Mindy McGlaughlin, CPA and director… Read more »
Digital Transformation in the Tax World
There’s no turning back when it comes to digital transformation in the tax space. But are you prepared to deal with it head on? To get a professional perspective, we turned to an expert who’s been navigating this digital sea change from its beginnings. Satnam Singh, chief product officer for… Read more »
Bloomberg: D&I in the Workplace
Diversity and inclusion (D&I) is one of the leading initiatives recognized by corporate tax and accounting firms and professionals, spurring several firms to conduct studies on the issue over the past few years. Bloomberg Tax’s recent report, Diversity and Inclusion Study: The Struggle to Meet D&I Goals, includes data from… Read more »
TEI’s Corporate Tax Department Survey: A Few Key Stats
In 2021, TEI launched a comprehensive Corporate Tax Department survey that highlights tax department makeup, budgeting, responsibilities, technology, and more. This survey is meant to enable tax professionals to more effectively benchmark those issues moving forward. TEI conducted similar surveys in 2004–2005 and 2011–2012, and the latest report includes insights… Read more »
Optimizing Your Tax and IT Stack Tax leaders, tax technologists, chief financial officers (CFOs), and chief…
TEI Roundtable No. 49: A Look at the TCJA in 2025 Editor’s note. This conversation was recorded in August, prior to…
Inequitable Barriers to Equitable Apportionment Every state that imposes a corporate income tax requires multistate…
Renewable Energy Tax Credits After the Inflation Reduction Act Following the the 2024 US general election, with Donald Trump’s…
Prepping for Year-End: Internal Control Over Financial Reporting As year-end approaches, tax departments can already sense the year-end…
In Memoriam: Tom Maletta TEI Past International President Tom Maletta passed away in November.…