Departments and Columns
Continuing Education Calendar
2023 2023 Annual Conference (75th Anniversary Celebration) October 22-25 New York, NY Federal Tax Course – Level 1 Simulative November 6-January 16 virtual US International Tax Course Simulative November 8-January 18 Virtual Tax Technology Seminar Update November 28-30 Virtual Federal Tax Course-Level 2 Simulative January 23-February… Read more »
Kristina Capretta
Toronto Chapter
Kristina Capretta, senior tax manager at PepsiCo Canada and the 2022–2023 president of TEI’s Toronto Chapter, has always had an interest in accounting and business, despite her original plan to become a teacher. In her first year of university, she found out quickly that she wanted to go down the business… Read more »
The Rise of AI
It seems that almost everyone is talking about artificial intelligence (AI) these days—and for good reason. Ray Grove, head of product for Thomson Reuters, who leads its transactional compliance space, has an interesting perspective on this issue, so senior editor Michael Levin-Epstein sat down with him recently to find out… Read more »
Tax Data Takes Center Stage
As TEI members know all too well, when it comes to tax data, we may be at a tipping point. To find out more about where we’re really at when it comes to tax data, Michael Levin-Epstein, senior editor of Tax Executive, interviewed one of the most knowledgeable tax professionals… Read more »
Engagement in the Age of Transparency and Technology
As TEI’s new international president, I’m honored to serve as a leader of an organization that I have been associated with and have appreciated being a part of for many years. I want to thank TEI for this incredible opportunity, and I want to thank the staff and our fantastic… Read more »
The Shifting State of US Tax Leadership
In the May 29 edition of Tax Analysts’ Tax Notes International, Tony Santiago, founder and president of TaxSearch Inc., discusses a shift in tax expertise due to the latest wave of leadership turnover and retirements. In this article, Santiago explores and shares strategies for filling job vacancies with younger-generation talent… Read more »
The Institute Assembles in Wine Country
TEI hosted its Annual Meeting of the Members (AMM) from August 6 to 8 in the wine country of the Willamette Valley outside Portland, Oregon, at the spectacular Allison Inn and Spa. There were plenty of opportunities for members to network with peers, learn something new, reconnect with old friends, and meet… Read more »
Anne-Marie Nguyen
Anne-Marie Nguyen is what you might call a “dynamo.” Nguyen is currently a junior at the John Molson School of Business at Concordia University in Montreal, majoring in international business and minoring in management. She is also enrolled in a co-op program, which enables students to work while pursuing their… Read more »
AI, ETL Tools Offer Promising Possibilities
Artificial intelligence (AI) and extract, transfer, and load (ETL) tools are transforming what many TEI members do every day. We wanted to find out how these dynamic technologies will impact the tax industry. In May, Michael Levin-Epstein, Tax Executive’s senior editor, interviewed Nick Panko, vice president at CFO Services. Michael… Read more »
ChatGPT and Generative AI Study Yields Insights Into Tax Technology
Since the public release of ChatGPT in November 2022, mass media outlets have hummed with predictions about the risks and rewards of ChatGPT and other generative artificial intelligence—programs that generate text, images, and other media in response to prompts. But ChatGPT and generative AI are not just buzzwords. They could… Read more »
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Optimizing Your Tax and IT Stack Tax leaders, tax technologists, chief financial officers (CFOs), and chief…
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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…