Announcements

  • Annual International Tax Forum

    TEI Chicago’s Annual INTERNATIONAL TAX FORUM

    Presented by McDermott Will & Emery and PricewaterhouseCoopers

     

    Half-Day 1                                                             Half-Day 2

    Tuesday Nov. 17, 2020                                  Thursday Nov. 19, 2020

    8:30 am – 12:00 pm                                              9:00 am – 12:45 pm


    Half-Day 1: Panels 1-3

    8:30 - 9:30        Loss Planning in COVID times—including interest expense limitations, NOLs, FTCs and transfer pricing opportunities-

    Justin Crouse & Mike Wilder, McDermott

    Arjun Banerjee, Mikal Rabanus & Raoul Gonzalez, PwC

     

    9:45-10:45        Supply Chain Restructuring – challenges and opportunities, including customs, tariffs, the final FDII regulations, documentation and substantiation issues

    Alan Kashdan, Elizabeth Lu & Michael Bruno, McDermott

    Chris Desmond & Tom Quinn, PwC

                

    11:00-12:00      New Frontier: Digital Economy, UK Brexit, DAC-6 and other EU Developments, expansion of PE rules to digital economy & EU updates on Hybrid Mismatches

                            Sarah Gabbai & James Ross, McDermott

                            Sherry Grabow & Thomas Rees, PwC

      

    Half-Day 2:  Panels 4-5 & “Virtual Lunch” Speaker

    9:00-10:00        Let’s Talk Tax Reform—2 Years Later

                            The latest on GILTI, Subpart F and Sec. 163(j), including the elective high tax exception & impact of the Whirlpool Tax Court decision on supply chain structures

                            Keith Hagan & Steven Hadjilogiou, McDermott

                            Arjun Banerjee & Neil Edwards, PwC  

                                                                                                                 

    10:15-11:15      Navigating the Latest Anti-Hybrid rules & Sec. 245A Regulations

    The evolution in U.S. policy responses to hybrid mismatch arrangements, application of Sec. 267A & continued adoption of a participation exemption regime

    Jonathan Lockhart & Caroline Ngo, McDermott

    Josh Richardson & Aaron Junge, PwC

                              

    11:30-12:45      Post-Election Policy Discussion

    Dave Noren, McDermott & Rohit Kumar, PwC
     

    FEES AND REGISTRATION DETAILS:

     

    Registration Fee (one price for both half day sessions):

    TEI member with Season Pass/Firm Sponsors (McDermott/PwC)/Academia                                              Free

    TEI member                                                                                                                                                                 $25

    Non-member                                                                                                                                                              $125

     

    Register via Eventbrite at: https://www.eventbrite.com/e/tei-chicago-chapter-international-tax-forum-tickets-127409975667?utm_source=eventbrite&utm_medium=email&utm_campaign=post_publish&utm_content=shortLinkNewEmail

     

    This program will be hosted on Zoom at the Enterprise level through McDermott Will & Emery. It will be encrypted and password-protected.

     

    Shortly after registration via Eventbrite, you will receive a Zoom log-in link for each day of the program via email. You will receive these same links again one hour before program start time each day. These links are unique to you and cannot be shared with other individuals. Contact cforkenbrock@mwe.com with any questions.

     

    If the program fee poses a financial hardship, please contact James Peterson (jpeterson@viliving.com) regarding our financial hardship policy.

  • TEI Legal Day October 2020

    Please find enclosed the content from our Legal Day 2020 with Blakes.

    Video

    Slides
  • TEI International Tax Week 2020

    Region 1 Chapter Members, please join us for our next virtual event! Our speakers, PwC Canada, will be speaking during International Tax Week starting on Monday November 16th, 2020 until Friday, November 20th, 2020.


  • A Message from Region 8 VP Brad Pees - Goals for Upcoming TEI Year (7/20 - 6/21)

    In the library, please find goals for the upcoming TEI year for Region 8.  Please don't hesitate to reach out for any and all of your needs during the year.

    Thanks,
    Brad Pees
    Region 8 VP
  • March 3 Seminar Re: Financial Instruments and Strategies/Accounting Periods and Methods

    Presenters: Mayer Brown and PwC
    Date: Tuesday, March 3, 2020
    Location: Mayer Brown’s Chicago Offices; 71 S. Wacker Dr.
    Eventbrite Registration Link:
    https://lnkd.in/e9fPjw9

    AGENDA
    I. 8:00 Registration and Breakfast
    II. 8:30 Opening Remarks
    III. 8:45 – 10:00 The Proposed Regulations on Advance Payments & Book-Tax Conformity.
    IV. 10:00 – 10:30 The Code § 987 qualified business unit rules.
    V. 10:30 – 10:45 Break VI. 10:45 – 11:45 Qualified Opportunity Zones.
    VII. 11:45 – 12:30 Lunch
    VIII. 12:30 – 1:30 Code § 163(j) and the new limitations on the deduction of interest.
    IX. 1:30 – 2:30 The Base Erosion & Anti-Abuse Tax.
    X. 2:30 – 4:00 Networking

    You must register and pay for this program in advance through Eventbrite. No payments will be accepted at the door.

    The cost for this meeting is $25 for TEI Members and $125 for Nonmembers. TEI Members with a Season Pass are free. Nonmembers are not allowed to use a Season Pass.

    CPE and Illinois CLE are available.
    This event is limited to tax professionals working in private industry.

    Questions – please contact Irene Brajner at
    .
  • TEI Chicago Chapter: Spring Social Event - NCAA Basketball March Madness Theme - March 19 - South Br

    Have a blast watching games, discussing your brackets (NCAA or Tax) with your fellow TEI Chicago colleagues!

    Thursday, March 19th
    4:00 PM – 6:00 PM

    South Branch Tavern and Grille
    100 South Wacker Drive
    Chicago

    Appetizers and cocktails will be served.

    Please note this is a FREE, TEI Members-only event.

    Please RSVP by March 11th 2020, using the Eventbrite link below...thank you!

    https://www.eventbrite.com/e/tei-chicago-chapter-march-madness-tickets-92518109155

  • Registration Reminder - Tax Controversy & Ethics Seminar - Monday, February 24, 2020

    Tax Controversy & Ethics
    Presented by Latham & Watkins LLP
    Monday, February 24, 2020

    Latham’s Offices
    330 North Wabash Avenue
    Chicago, IL 60611
    28th Floor

    Please join TEI’s Chicago Chapter for an informative, full-day session on current tax controversy, ethics and related matters, presented by Latham & Watkins

    8:00 – 8:30 Registration & Breakfast
    8:30 – 10 a.m. Practical Ethics for In-House Tax Professionals

    Speakers: Jean Pawlow and Andrew Strelka

    10 - 10:15  Break
    10:15 – 11:30  Controversy – Recent Developments and On the Horizon

    Speakers: Rene de Vera and Brian McManus

    11:30 – 12:15  Trends and Impacts of Representation and Warranty Insurance

    Speakers:  Christopher Ohlgart and Michael Zucker

    12:15 – 1:30  LUNCH
    1:30  – 2:30  Whistleblower Claims: Dealing with the IRS and the SEC

    Speakers:  Miriam Fisher and Eric Swibel

    2:30 – 3:30  BBA Partnership Representatives: Ethical Obligations, Pitfalls and Consequences

    Speakers: Diana Doyle and Jason Grover

    3:30 - 3:45  Break
    3:45 - 4:45  Current Tax Accounting Issues

    Speakers: Joseph Kronsnoble and Jean Pawlow

    You must register and pay for this program in advance through Eventbrite. No payments will be accepted at the door. 

    The cost for this meeting is $25 for TEI Members and $125 for Nonmembers. TEI Members with a Season Pass are free. Nonmembers are not allowed to use a Season Pass. 

    CPE and Illinois CLE are available. This event is limited to tax professionals working in private industry.

    For registration information, please visit: https://www.eventbrite.com/e/tei-chicago-chapter-tax-controversy-ethics-tickets-91470116581

    Questions – please contact Irene Brajner at imbrajner@aol.com

  • Obituary Information for Marcy Miller (former Chicago TEI Chapter Officer and Tax Executive)

    On behalf of current and former officers of the Chicago Chapter, we are sorry to announce the news that our tax colleague and friend, Marcy Miller, passed away on January 16, 2020. Her positive and loving spirit will be greatly missed.

    Obituary information:
    Marcella Koslowske Miller, 56, of Park Ridge, IL, died on January 16, 2020. She was born May 18, 1963 in Omaha, NE. A longtime employee of McDonald's Corporation, she earned a bachelor's degree from Creighton University and a master's degree from University of Denver. She is survived by her children, Michael, Julie, and Jackson of Park Ridge. Also survived by her mother, Marcella Ferlic Koslowske of Huntley, IL; father Fred Koslowske of Montrose, CO; sister Julie (Roger) Goulart of Los Altos, CA; and brothers: Tom (Joan) Koslowske of Ewing, NJ; Dan Koslowske of San Francisco, CA; and Charles Koslowske of Oklahoma City, OK.

    Visitation will be January 31, 2020, from 4:30-7:00 p.m. at Ryan-Parke Funeral Home, 120 S. Northwest Hwy., Park Ridge, IL. A celebration of her life will follow at the Marriott Chicago O'Hare Hotel, 8535 W. Higgins Rd., Chicago, IL, beginning at 7:00 p.m.

    In lieu of flowers, please send donations to Mesothelioma Applied Research Foundation.

  • SAVE THE DATE: Accounting Periods and Methods/Financial Products Seminar

    Topics: Accounting Periods and Methods/Financial Products

    Presented by: Mayer Brown and PWC

    Date: Tuesday, March 3, 2020 (Full Day Meeting)

    Location:
    Mayer Brown’s Offices
    71 South Wacker Drive
    Chicago, IL 60606

    PROGRAM DETAILS AND REGISTRATION INFORMATION WILL BE ANNOUNCED IN FEBRUARY

  • Final Reminder on Accounting for Income Taxes - Year End Update Seminar - December 6

    Accounting for Income Taxes: Advanced Topics and Year End Update

    Presented by Deloitte

    Friday, December 6, 2019

    Deloitte’s Offices

    111 South Wacker Drive

    Chicago, IL 60606

    Please join TEI’s Chicago Chapter for an informative, full-day advanced accounting for income tax program presented by Deloitte.  

    You must register and pay for this program in advance through Eventbrite. No payments will be accepted at the door. 

    The cost for this meeting is $25 for TEI members and $125 for non-TEI members.  Season ticket holders may use their season pass.  

    For registration information, please visit:  https://www.eventbrite.com/e/tei-chicago-chapter-accounting-for-income-taxes-advanced-topics-year-end-update-tickets-79292450855

    CPE and Illinois CLE available. This event is limited to tax professionals working in private industry.

    Questions – please contact Irene Brajner at imbrajner@aol.com.