2022 TEI New England All-Day Meeting

print this article

About this event

TEI New England All-Day Meeting


Date: May 6, 2022

Time: Presentations are from 8:15 am – 10:15 am; 10:45am – 12:45 pm; and 2:00 pm-4:00 pm

CPE: This qualifies for CPE (total of 6.0 hours)

  • 2.0 for the 8:15 am -10:15 am (ETHICS SESSION);
  • 2.0 for the 10:45 am – 12:45 pm (FED SESSION); and
  • 2.0 for the 2:00 pm – 4:00 pm (PAYROLL SESSION)

Place: Online, links to be provided prior to the meeting

Member Price: Free

Non-Member Price: $25

Cancellations must be made thru Eventbrite or email at TeiNewEngland@gmail.com before May 5, 2022.

Event Details :

8:15 am – 10:15 am – Ethics Issues for In-House Tax Professionals

Presented by Akerman LLP; Speaker: Michael Bowen


To provide an overview of Morals and Ethics and discuss the Codes of conduct applicable to the in-house tax professional. Will provide updates to AICPA, ABA, IPT, Circular 230, state rules and present case studies of various tax events and their ethical considerations. Discussion on the impact that social media, company marketing, and company’s internet presence has on tax positions


10:45 am – 12:45 pm – Federal and State Taxation

Presented by EY; Speakers: Jocelyn Marta, Nicholas Coppola, Jessica Craw, Grace Kyne


Presentation of Fed and State taxation regarding the Section 174 capitalization rules, employee retention credits and indirect tax considerations of cryptocurrency and Digital Assets


2:00 pm – 4:00 pm – Pandemic Related Payroll Tax Issues under Audit Review

Presented by Morgan, Lewis & Bockius LLP; Speakers: Mary Hevener, Steven Johnson


Detailed discussion of the hundreds of tax questions resulting from COVID work-from-home and return-to-office arrangements, including state and local tax withholding issues, and both the payroll and corporate tax consequences of many types of reimbursements, ranging from commuting expenses, free food, dependent care assistance, wellness benefits, athletic facilities, leave-sharing and charitable donations.

The presenters will discuss program design considerations, to (1) minimize both potential payroll tax expose and (2) maximize corporate tax deductions wherever possible; and (3) ensure that materials are prepared and saved for use in potential IRS and state payroll tax audits




Thank you to Patrick Davis for putting this program together and to Akerman LLP, EY and Morgan, Lewis & Bockius!

Similar to TEI National’s long-term practice, the Chapter is using the Eventbrite electronic registration/payment system. This automated tool provides greater efficiency, accuracy and reporting capabilities. All payments through Eventbrite must be made by credit card. Checks will no longer be accepted. We appreciate your continued cooperation and support for the New England Chapter and we look forward to seeing you throughout the year.



Anissa Owen

Secretary, TEI New England Chapter 2021/2022

2021-2022 TEI New England Chapter Leadership



President: Erica Murray

Vice President: Brendan Roche

Secretary: Anissa Owen

Treasurer: Joan Howard

Assistant Secretary: Patrick Davis


Board of Directors:

Debbie Gangi, Julia Owen, Tony Paolillo, Forrest Tiedeman, Alan Wolpert


Chapter Representative:

Maryanne Knott


Region III Vice President:

Timothy Wigon

For more information visit the TEI events page: https://www.tei.org/events-education/events