Departments and Columns
Comparing Tax Platforms Ahead of the 2024 US Presidential Election
Whereas the Republican candidate proposes to extend or make permanent much of the Tax Cuts and Jobs Act (TCJA) provisions, the Democrats would allow much of the TCJA provisions to expire as planned, resulting in higher taxes for some taxpayers and tax cuts for others. The Democrats plan to raise… Read more »
Continuing Education Calendar
2024 Federal Tax Course – Level 1 Simulive September 30–November 20 Virtual 79th Annual Conference October 27–30 San Antonio, TX TEI Webinar Series: Ethics CPE for Tax Professionals December 10–12 Virtual Tax Technology Webinar Essentials December 16–19 Virtual 2025 International Course Simulive January 6–February 27 Virtual 76th Midyear Conference… Read more »
Acknowledgments
TEI gratefully acknowledges the support of its sponsors. Their financial support enables TEI to maintain a rich program of value-added education, networking, and advocacy activities for the in-house tax community. Exclusive Affinity Partner Thomson Reuters Platinum ADP Tax Credit Services Andersen Birch Risk Advisors Bloomberg Tax & Accounting CAC Specialty… Read more »
An Exciting Year Ahead
It is a great honor for me to serve as the 2024–2025 international president of TEI, and I am proud to be the first Canadian female to lead as international president in the Institute’s history of closeto eighty years. TEI has made such a big difference in my career, and… Read more »
Navigating Tax Risk in the Modern Era: Why Tax Technology Is Essential
In today’s ever-changing tax world, managing the organization’s tax risk is no easy feat. Demands for tax compliance and financial reporting are soaring in complexity, number, and scope. Tax teams face pressure to provide highly granular a as regulatory bodies like the Securities and Exchange Commission and the Internal Revenue… Read more »
Question: How Can Companies Take Advantage of Digital Assets With No Tax Impact?
The Experts: Michael Graber, John Cardone, Bassel Elbetanony, and Nick Juffer
Digital-asset-based loyalty and reward programs allow companies to create a tailored customer experience across multiple brands without introducing the tax uncertainty that exists elsewhere in the digital asset and blockchain ecosystem. Digital assets, such as cryptocurrency and non-fungible tokens (NFTs), are treated by the Internal Revenue Service as personal property.… Read more »
Mark Caluori
Mark Caluori’s career in tax has been a journey of continuous learning and growth. From his early days at Deloitte and EY to his long tenure at Pan American Silver, where he is the vice president, tax, Caluori’s experiences have shaped him into a seasoned professional ready to tackle the… Read more »
Passing the Torch, TEI Proud
It’s amazing how quickly a year, this past year, has gone by. It seems as if just a couple of months ago Wayne Monfries passed the torch, and now it is my turn to pass it to Josie Scalia. “We are in it for a minute.” And that is the… Read more »
Tax’s Role in Tech Transformation
As tax experiences its own transformation with technology, companies are implementing higher-level tech transformations. So where does tax fit into that greater evolution? Tax Executive’s senior editor, Michi Trota, sat down with Daren Campbell, tax technology and transformation leader at EY Americas, to answer that question and gain insights into… Read more »
Michelle Schapiro
Los Angeles Chapter
Michelle Schapiro recounts her introduction to TEI more than twenty years ago. “From the time I started with The Cheesecake Factory, my former boss—and my current boss—were very involved with TEI and encouraged me to attend their seminars,” she says. “Since that time, I’ve been actively engaged with the local… Read more »
Prepare for Public Country-by-Country Reporting With public country-by-country reporting (CbCR) on the horizon, companies with…
Question: How Can Companies Take Advantage of Digital Assets With No Tax Impact? Digital-asset-based loyalty and reward programs allow companies to create a…
The Rise of the Excise Tax In August 2022, Public Law No. 117-169—commonly called the Inflation…
Optimizing Your Tax and IT Stack Tax leaders, tax technologists, chief financial officers (CFOs), and chief…
Who Is the Customer? Compared to the complexity of cost-of-performance (COP) sourcing of services…
Navigating Tax Risk in the Modern Era: Why Tax Technology Is Essential In today’s ever-changing tax world, managing the organization’s tax risk…