President’s Letter

Milestones for Taxes and TEI

As TEI’s Annual Conference in New Orleans came to a close, I could not help reflecting on the fact that we had just concluded our seventy-fourth such gathering during one of the most consequential periods in U.S. tax history as well as in TEI’s history. Let me explain. First, we,… Read more »

TEI at 75: Recognizing the Individuals, Departments, and Tax Systems We Serve Around the World

Happy seventy-fifth birthday, Tax Executives Institute! This milestone in the evolution of TEI belongs to everyone associated with the Institute, and I am greatly honored and humbled to serve as your international president during TEI’s seventy-fifth year. Seventy-five years ago (August 8, 1944, to be exact), under the leadership of… Read more »

Thank You for the Opportunity to Serve

I cast my year as TEI president in terms of a challenge to the Institute: Elevate TEI’s profile and communicate its value. The dynamic and sometimes volatile global tax and regulatory landscape presented TEI with tremendous opportunities to show its mettle and reaffirm its position as the leading voice of… Read more »

How Prepared Are You?

As we gaveled to a close TEI’s 69th Midyear Conference, I wanted to express my gratitude and appreciation to the 500-plus in-house professionals who joined us in Washington, D.C., to our outstanding speaker and moderator cadre who guided us through our program agenda, and to our sponsors for their continuing… Read more »

TEI’s 69th Midyear Conference: Maximizing Your Tax Smorgasbord!

As I write this, TEI is on final approach to deliver its 69th Midyear Conference, themed “Navigating the TCJA Regulatory Framework: Questions and Quandaries.” To help you analyze more than 1,200 pages of Tax Cuts and Jobs Act-related regulations, as well as examine the state and local tax, tax management,… Read more »

Divided Government

Welcome to 2019 and the uncertain political environment that awaits us in the 116th Congress. Is this what American democracy has come to? Could this be what our founding fathers really contemplated more than two centuries ago—all the coarse talk and uncivil behavior? Well, as I thought about our current… Read more »

The Holiday Season

To most, the holiday season usually means vacations, physical time away from the office (although being fully disconnected is a dream of the past), gatherings among family and friends, Feast of the Seven Fishes, and heated political arguments. Oh, sorry—that’s just my family. For us in the tax world, the… Read more »

Elevating Our Profile, Communicating Our Value

For many or perhaps even most of TEI’s membership, the legislative process that resulted in the Tax Reform Act of 1986 (TRA ’86) is a distant memory. Indeed, by the time I first became a head of global tax (it seems like yesterday, but it very much isn’t), the provisions… Read more »

What a Year. Where Did the Time Go?

At the start of my presidential year, I had a few core objectives for the upcoming twelve months. I wanted to make a difference personally, positively impact our members, and, above all, contribute to the betterment of the tax community. Those objectives were reflected in my overall theme of “Getting… Read more »

A Post-Midyear Conference Report

I was honored to preside over TEI’s 68th Midyear Conference in Washington, D.C., and to welcome 600-plus in-house tax professionals to examine the complexities of the Tax Cuts and Jobs Act, along with other technical, policy, and management challenges that confront us. At what is arguably the most consequential moment… Read more »

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