Institute News
TEI’s 2022 Federal Tax Course – Level 1
TEI’s perennially popular Federal Tax Course – Level 1 returned to its immersive in-person format at the Kellogg Hotel & Conference Center on the campus of Michigan State University in East Lansing, Michigan, last month. This year’s course—the first to be offered since April 2019—drew over ninety registrants from across… Read more »
TEI’s Corporate Tax Department Survey Results Are In!
TEI’s 2021 Corporate Tax Department Survey provides an in-depth look at the organization, operations, and activities of corporate tax departments across the globe. The 2021 study tracks the results from TEI’s 2005 and 2012 surveys, benchmarking and highlighting changes in tax departments over the past decade and a half. The… Read more »
New Staff Members Join TEI
We are excited to announce two additions to the TEI staff. Tanya Coogan Tanya Coogan joined the staff as TEI’s new director of membership and chapter relations. She will support the Institute’s ongoing efforts to provide service to its members and chapter network. Coogan will direct the membership recruitment and… Read more »
New TEI Tax Technology Committee
Responses to TEI’s recent Corporate Tax Department Survey indicate that corporate tax departments rate their advancement and adoption of technology at 5.8 on a scale of 10. Yet most respondents want to increase their use of tax technology. To help members transform their use of technology, TEI has created a… Read more »
In Memoriam: Charles W. Shewbridge III
“Sometimes, everything comes together.” That tagline from a turn-of-the century Volkswagen commercial was how Charles W. Shewbridge III, TEI’s 1999–2000 international president, chose to open the annual report that summarized his year in office. Shewbridge, who died in Blowing Rock, North Carolina, on February 3, was a forty-year member of… Read more »
KerryAnn Bolton Joins TEI Staff
This past February, KerryAnn Bolton joined the TEI staff as digital programs and events manager for TEI. Bolton will manage and support the execution of the Institute’s virtual and hybrid education events at the chapter, regional, and Institute levels. She is also responsible for positioning TEI’s on-demand content for purchase by members… Read more »
Opportunity to Improve ADR Programs
The Government Accountability Office (GAO) is reviewing the alternative dispute resolution programs currently available in IRS Appeals and has asked TEI to assist in the process. TEI is assembling feedback regarding: experiences that led to satisfaction or dissatisfaction with ADR processes; views of why taxpayers might not be taking greater… Read more »
TEI Presents Awards
Deborah K. Gaffney TEI presented the Distinguished Service Award to Deborah K. Gaffney, TEI’s director of conference planning for thirty-five years until her retirement, at TEI’s Midyear Conference. The award recognizes outstanding service to TEI and the tax community. In his nomination of Gaffney for the award, TEI’s international president,… Read more »
TEI’s Monthly CTO Discussion Group Series
TEI has launched a new monthly discussion series for members serving in the role of chief tax officer/head of tax (CTOs), where we tackle timely topics of particular interest to those leading their company’s tax function. Over the past several months, these calls have addressed tax department hiring trends, insights… Read more »
Todd Lard Joins TEI Staff
This past January, Todd A. Lard joined the TEI staff as tax counsel in Washington, D.C. He will support the advocacy and educational activities of TEI’s State and Local Tax Committee, whose priorities include legislative, administrative, and judicial advocacy involving complex state and local tax issues affecting businesses. Lard will… Read more »
An Overview of the EU Public Country-by-Country Reporting Rules The European Union (EU) has long been at the forefront…
Optimizing Tax Through Structured Data Storage and Data Pipelines In today’s fast-paced digital business environment, tax departments are under…
Preparing Now for 2025 Tax Legislative Activity Editor's note: This article was finalized prior to President Donald…
TEI to Comment on New Proposed Section 987 Regulations The US Treasury Department and Internal Revenue Service published new…
How Tax Insurance Can Be a Valuable Tool for Managing Transfer Pricing Risk in 2025 and Beyond Heightened regulatory scrutiny around the world has made transfer pricing…
TEI Welcomes New Staff, Promotes Team Member Erica Larkin Erica Larkin joined TEI in November as the…