News

Portland Chapter
Hosts Annual Tax Conference

On April 29, more than 100 tax professionals gathered at the Multnomah Athletic Club in Portland, Oregon, for the TEI Portland Chapter’s Annual Tax Conference. Chapter President Michael Burch of Nike started the conference by welcoming participants. Eric Solomon, co-director of Ernst & Young’s national tax department, delivered the keynote… Read more »

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2015–16 Executive Committee Prepares to Take TEI Reins

At TEI’s Annual Meeting of Members August 9–11, the 2015–16 international president will be sworn in, and the transition to the new Executive Committee will take place. C.N. “Sandy” Macfarlane becomes the international president; Janice Lucchesi, senior vice president; Robert Howren, secretary; and James Silvestri, treasurer. The other new Executive… Read more »

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Ivan Bastasic of the Canadian Revenue Agency Receives TEI’s Distinguished Service Award

TEI was pleased to recognize Ivan Bastasic for his 33-year service to the international tax community with the Distinguished Service Award at the 2015 Annual Canadian Tax Conference in May. Ivan recently retired from the Canadian Revenue Agency (CRA), most recently serving as special adviser to the director general in… Read more »

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TEI Welcomes New Website and Community Manager

Lorelei Bassi joined TEI in April as the website and community manager in the marketing and communications department. She handles all things Web- and social media-related, ensuring that TEI websites, social media channels, and the community platform TEIConnect are updated and accessible, while tracking usage and trends. Lorelei will also… Read more »

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Cincinnati–Columbus Chapter
Hosts Tax Boot Camp

On March 17 and 18, the Cincinnati–Columbus TEI Chapter hosted a regional Tax Boot Camp. More than 150 tax professional members attended, coming from the hosting chapter, Cleveland, Detroit, Indiana, Kentucky, and Pittsburgh. Day one provided training in the fundamentals of federal, state, and international taxes; classroom time was followed… Read more »

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San Francisco Chapter
Hosts Annual IRS and Volunteer Income Tax Prep Days

The San Francisco TEI Chapter held two annual events this past February. The first event was the Annual Volunteer Income Tax Preparation Day. Eight chapter members volunteered their time and tax knowledge at the Bayview Hunter’s Point YMCA to assist low-income families with their individual income tax returns. Each volunteer was… Read more »

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Santa Clara Valley
Awards Scholarships to Graduate Taxation Students

On September 18, 2014, the Santa Clara Valley TEI Chapter awarded scholarships to two San Jose State University students, Angela Li and Alex Ciak, who are both currently pursuing master of science in taxation (MST) degrees. These generous academic awards recognize full-time students for their achievements and GPAs. Alex was… Read more »

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Dallas Chapter
Nominates Michelle Raskierwicz for TEI Meritorious Chapter Service Award

Michelle Raskierwicz of the Dallas Chapter was honored with the nomination for TEI’s Meritorious Chapter Service Award for her efforts toward chapter development. Michelle has been a TEI member since 2007 and has served in many roles since, acting as chapter committee chair, treasurer, secretary, and finally in her current… Read more »

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Thank You For a Successful 65th Midyear Conference!

More than 450 attendees gathered at the Grand Hyatt in Washington, D.C., from March 22–25 for TEI’s 65th Midyear Conference. Members and nonmembers alike had access to more than thirty educational sessions covering a wide range of topics, including “Effectively Managing Flexible Work Arrangements: Measures for Success,” “Building and Maintaining… Read more »

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San Francisco Chapter
Conducts Its Annual Meeting

The San Francisco chapter of TEI held its annual meeting at the Marriott Union Square in June. The keynote speaker was Jonathan Traub, managing principal of tax policy group at Deloitte Tax LLP, whose presentation was titled “Tax Policy and Politics in 2014: Glass Half-Full or Half-Empty?” The annual meeting included… Read more »

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