Departments and Columns

Celebrating Tax, Tax Technology, and the Moments That Bring Us Together

As the tax landscape gets more complicated, we have a need to engage and come together like never before. Learning from the successes of and challenges faced by our fellow members can only help all of us. Engaging with our nontax colleagues in a manner that provides clarity and an… Read more »

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Jun Ping
Toronto Chapter

Jun Ping, chair of TEI’s Canadian Commodity Tax Committee, a director of TEI’s Toronto Chapter, and a chartered professional accountant, has always believed in the importance of communication skills and community interactions for tax professionals. In fact, advocating for the role of communications skills in tax is what helped Ping… Read more »

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Continuing Education Calendar

  2024 TEI Region 8 Annual Conference June 12–16 Hilton Head, SC 2024 Federal Tax Course – Level 1 June 17–21 Atlanta, GA 2024 Tax Symposium  International Tax & Transfer Pricing Seminar Credits & Incentives Seminar Financial Reporting Seminar June 18–21 Chicago, IL 2024 Annual Meeting of Members August 11–13… Read more »

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New Technology Presents Challenges and Opportunities for Tax Departments

Automation and integration are changing the tax industry. Tax Executive’s senior editor, Michi Trota, interviewed Evan Croen, senior vice president of product at Bloomberg Tax & Accounting, about the challenges tax departments face and how new technology—including artificial intelligence (AI)—can address them. Michi Trota: What are the biggest challenges you… Read more »

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2024 State Corporate Income Tax Changes

Spurred by their emergence from the COVID-19 pandemic with revenue surpluses and a drive to mitigate the effects of inflation, states continue to ride waves of reform in 2024. This year, thirty-four states made changes to their tax codes, effective January 1. As detailed here, six states—Arkansas, Iowa, Kansas, Nebraska,… Read more »

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Jonathan Winn
Atlanta Chapter

Jonathan Winn, president of TEI’s Atlanta Chapter, has a clear plan for the chapter’s immediate future: to better engage members. “Atlanta is so geographically spread out, with a diverse footprint of hubs and business throughout the metro area. Our focus now is to meet the members where they work and… Read more »

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Education and Engagement Remain Front and Center for TEI Members

It’s been a little over a month since we convened for our 74th Midyear Conference, but the impressions are vivid, whether from the Fireside Chat with IRS Commissioner Daniel Werfel and Deputy Commissioner Doug O’Donnell; the myriad rich and pertinent educational sessions, often with government speakers; the member industry roundtable… Read more »

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E-Invoicing Mandates, AI, and the Evolving In-House Tax Role

Two key areas shaping the evolving roles of in-house tax professionals are e-invoicing mandates and artificial intelligence (AI). Ray Grove, head of corporate tax and trade for Thomson Reuters, knows all about these developments. Tax Executive’s managing editor, Sam Hoffmeister, interviewed him in January to glean some of Grove’s expert… Read more »

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Continuing Education Calendar

2024 Federal Tax Course – Level 2 (Simulive Edition) April 2–May 16 Virtual 2024 Tax Technology Seminar April 29–May 1 Orlando, FL TEI Region 9 Annual Conference April 29–May 1 Palo Alto, CA TEI Region 1 Annual Canadian Tax Conference May 6–8 Ottawa, ON TEI Region 10 Annual Conference May 22–24… Read more »

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The Intersection of Tax Technology, R&D Credits, and Innovation: Adapted Insights From Steve Jobs and Bill Gates

Do you want the good news or the bad news first? The bad news is that research credits are not getting easier to claim in 2024. Internal Revenue Service audits have become more frequent. Taxpayers have suffered losses in court. The IRS has proposed changes to Form 6765, Credit for… Read more »

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