Departments and Columns
Generative AI in Corporate Tax Departments
A recent report by Thomson Reuters highlights the use of generative artificial intelligence (AI) tools in legal, corporate, and tax environments. Among findings in related fields, the report, titled “Future of Professionals: ChatGPT and Generative AI in Legal, Corporate & Tax Markets,” explores whether, in particular, corporate tax departments are… 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 Inc. Andersen Baker McKenzie Bloomberg Tax & Accounting CAC Specialty Crowe LLP… Read more »
TEI’s 75th Anniversary: Celebrating Our History & Embracing Future Change
Amazing, memorable, so glad I attended—these are a few of the descriptions used by members, sponsors, and friends to describe their experience of the 75th Anniversary Celebration in New York City! This October’s Annual Conference was distinctly memorable in so many ways. It was held in the Big Apple where… Read more »
PwC Tax Tech Leader Talks About Tax Technology & Tax Technologists
Tax technology turns over seemingly every couple of months, and, as a result, the role of the tax technologist is being transformed in real time. We wanted an inside perspective on these developments, so Michael Levin-Epstein, senior editor of Tax Executive, interviewed Nolan Ogden, PwC’s US tax technology leader, who… Read more »
International Tax Competitiveness 2023
Every year, the Tax Foundation updates its index of international tax competitiveness—an evalution of how the member countries in the Organisation for Economic Co-operation and Development structure their tax systems. The index defines a competitive tax code as “one that keeps marginal tax rates low” and, to inform its rankings,… Read more »
Continuing Education Calendar
2023 2023 Federal Tax Course – Level 1 (Simulive Edition) November 6–December 19 Virtual 2023 US International Tax Course (Simulive Edition November 8–January 17 virtual Tax Technology Webinar Series: Byte-Sized Essentials November 28–30 Virtual 2024 74th Midyear Conference March 17–20 Washington, DC Federal Tax Course –… Read more »
Kelvin Jeffrey Ramirez
San Francisco Chapter
Kelvin Jeffrey Ramirez, CPA, president of TEI’s San Francisco Chapter and senior director of tax at Informatica, has a game plan for opening up communication and interaction within the chapter and beyond. “What’s top of mind is returning to in-person meetings. During COVID, we stayed in touch via Zoom, but… Read more »
A Conversation With a Latin America Tax Expert
The Expert: Lionel Nobre
The Ask the Expert column in this issue differs slightly from its usual form. Instead of posing a specific question to a tax expert, we decided to pose a series of questions to someone who has spent nearly his entire career as a tax professional. That expert, Lionel Nobre, has… Read more »
Tax Avoidance Rule in Canada Tested in Deans Knight Case
The Expert: Steve Suarez
Question: What does the Supreme Court decision in Deans Knight mean for tax professionals? The general anti-avoidance rule (GAAR) in Canada’s Income Tax Act applies when a taxpayer undertakes transactions whose primary purpose is to obtain a tax benefit, in a way that abuses or misuses one or more provisions… 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 Inc. Andersen Baker McKenzie Bloomberg Tax & Accounting Crowe LLP CSC Corptax Deloitte… 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…