Institute News

Recent Advocacy

TEI’s committees have been engaged in numerous advocacy initiatives over the past several months. To learn more about TEI advocacy or join a committee, contact any member of the legal team. TEI Files Comments on Foreign Tax Redeterminations Under Section 905(c) On March 31, TEI submitted comments to the Internal… Read more »

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In Memoriam: Pierre Bocti and Alan Wheable
TEI mourns the passing of two long-time Canadian members, Pierre Bocti and Alan E. Wheable.

TEI mourns the passing of two long-time Canadian members, Pierre Bocti and Alan E. Wheable. Pierre Bocti Pierre Bocti passed away on January 14. Pierre was a member of TEI for over forty years. During that time, he was very active in TEI, rising to serve as the 1996–1997 president… Read more »

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Midyear Conference Makes an Impression

TEI’s 74th Midyear Conference featured a full panoply of sessions focused on the latest developments covering all practice areas that affect in-house tax practitioners—including multiple sessions featuring government speakers from the Internal Revenue Service and the US Treasury Department. A notable session highlight was a special fireside chat discussion featuring… Read more »

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TEI Bestows President’s Award on Evan Ernest and Honorary Membership on James Silvestri

Two of the highest honors a TEI member can receive are the Institute’s President’s Award and honorary membership. At the 2024 Midyear Conference in Washington, D.C., in March, TEI gave the President’s Award to Evan Ernest and honorary membership to Jim Silvestri. Here’s a brief summary of the impressive careers… Read more »

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TEI Comments on Canadian DST

On September 8, TEI submitted comments on a revised draft of the Canadian Digital Services Tax (DST) to the Department of Finance Canada. The comments included requests that 1) Canada join with the other 138 countries collaborating on the OECD’s Inclusive Framework to support the extension of the multilateral negotiations… Read more »

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TEI Submits Comments on Canada’s Proposed GAAR Penalty

On September 8, TEI submitted comments to the Canadian Department of Finance regarding the department’s proposed tax penalty for transactions held subject to Canada’s general anti-avoidance rule (GAAR). TEI’s comments focused on the need for the GAAR penalty to have a true due diligence defense to its imposition and include… Read more »

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TEI Submits Comments on Canada’s Bare Trust Reporting

On September 27, TEI submitted comments to the Canada Revenue Agency regarding new rules for reporting “bare trust arrangements.” TEI’s comments focused on the compliance burden the new rules would impose on corporations and other businesses, which in most cases would be duplicative of other reporting requirements already imposed on… Read more »

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TEI Files Comments on Canada’s Proposed Pillar Two Legislation

On September 29, TEI submitted comments to the Department of Finance Canada regarding its proposed legislation to implement Pillar Two of the Organisation for Economic Co-operation and Development’s project on the taxation of the digitization of the economy. Canada’s legislation, titled the Global Minimum Tax Act, encompasses most, but not… Read more »

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TEI Files Comments on the GloBE Information Return

On October 6, TEI submitted comments to the Organisation for Economic Co-operation and Development (OECD) and the European Commission regarding the GloBE Information Return (GIR) under Pillar Two of the OECD’s two-pillar approach to the tax challenges arising from the digitization of the economy. TEI’s comments focused on the volume… Read more »

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TEI Files Comments on Canada’s Excessive Interest and Financing Expenses Limitation Rules

On September 13, TEI submitted comments to the Department of Finance Canada regarding proposed legislation that would implement an excessive interest and financing expenses limitation (EIFEL). TEI’s comments addressed the proposed implementation date of the EIFEL rules, the need to except existing debt obligations from the rules for a period… Read more »

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