Roundtable

TEI Roundtable No. 45: The 2023 Survey of Chief Tax Officers
Does your company have a tax technologist?

Chief tax officers (CTOs) are integral to the fabric of TEI, with their own roundtable discussion group and their participation in all aspects of the organization. Recently, TEI held a CTO discussion group session regarding the role and prevalence of tax technologists and surveyed CTOs on several issues, including whether… Read more »

TEI Roundtable No. 44: Leadership Development and Succession Planning
One critical factor is finding high-potential candidates on the team

As we’ve learned from the fabulous TV series Succession, leadership development and succession planning can often get a little, shall we say, dicey. Fortunately, in the tax realm, it doesn’t get quite as chaotic as in the Roy family. To find out more about best practices in our profession, we… Read more »

TEI Roundtable No. 43: Separate, Combined, and Worldwide Unitary State Filings
Some practical advice for making these key decisions

One of the most talked-about education sessions at this year’s Midyear Conference in March was the session titled “Separate, Combined, and Worldwide Unitary State Filings—What’s New?” We thought this very important state and local tax topic deserved more discussion, so we convened a roundtable in May to take a deeper… Read more »

TEI Roundtable No. 42: A Deep Dive Into the Murky Waters of UTPs

Uncertain tax positions (UTPs) offer taxpayers both opportunities and challenges. We wanted to take a closer look at this important issue, so, of course, we assembled a roundtable of knowledgeable tax professionals, including George Clarke, partner at the Washington, D.C., office of Baker McKenzie; George Hani, member with Miller &… Read more »

TEI Roundtable No. 41: Tax Insurance: An Agent of Change
It’s on the front burner these days

The tax insurance market is rapidly evolving and its benefits are becoming more widespread, especially in the area of mergers and acquisitions. To find out more about what’s happening in this space, we convened a roundtable comprising four knowledgeable professionals who gave us the real skinny on tax insurance: Jordan… Read more »

TEI Roundtable No. 40: Foreign Tax Credit Regulations
Are you up-to-date?

For almost four decades, the foreign tax credit regulations have established a three-part net gain requirement for determining when a particular foreign levy is an income tax. Now, things have changed. We assembled a panel of knowledgeable tax practitioners in the space to discuss how these changes came about and… Read more »

TEI Roundtable No. 39: DEMPE Functions and Their Impact on International Taxes
What should we make of a concept encompassing the development, enhancement, maintenance, protection, and exploitation of IP?

At TEI’s 72nd Midyear Conference in Washington, D.C., the Institute conducted a terrific session that focused on the DEMPE functions—development, enhancement, maintenance, protection, and exploitation of intellectual property—as laid out by the Organisation for Economic Co-operation and Development’s (OECD’s) Base Erosion and Profit Shifting (BEPS) Project and its impact on… Read more »

TEI Roundtable No. 38: The Tax Department of the Future
The more things change (and they definitely are changing), the more things will change some more

What does the tax department of the future look like? Not easy to predict, right? At the TEI Midyear Conference, we gathered a stellar panel to discuss crucial questions that impact every Institute member. Below is an edited transcript of half of that discussion, but not to worry. You… Read more »

TEI Roundtable No. 37: Lessons Learned From TCJA Implementation
What are the implications for Biden’s proposals?

This roundtable was conducted on October 27 as the closing plenary session of TEI’s 76th Annual Conference in Florida. The session, Lessons Learned From TCJA Implementation and Implications for Biden’s Proposals, featured four distinguished panelists who shared their perspectives on the practical implementation and administration of business tax reform legislation:… Read more »

TEI Roundtable No. 36: The Total Transformation of the Tax Function
Technology—ERP, AI, robotics, and much, much more—is leading the way

Clearly, the corporate tax function has been transforming dramatically in the last decade as new technology has emerged at an accelerated pace. But we’ve been so busy keeping up with the evolving transformation, do we know exactly how it’s actually been changed? To get a handle on that thorny issue,… Read more »