• Seminar re: Taxation of Compensation & Benefits / After TCJA and IRS-State Audits

    TEI & Morgan Lewis Present:

    Taxation of Compensation & Benefits / After TCJA and IRS-State Audits

    Tuesday, November 12, 2019

    8:15 am – 4:30 pm

    Offices of Morgan Lewis

    77 West Wacker Dr.

    Chicago, IL

    Please join TEI & Morgan Lewis for an in-depth review of Compensation/Benefit tax issues after the TCJA along with navigating IRS and State audit issues.


    November 12, 2019





    Breakfast & Registration



    • Planes, Trains and … Snacks?   What’s Left of Fringe Benefits After the TCJA (and Other Executive Comp and Payroll Tax Audit Updates)
    • Employee or Independent Contractor?  Resolving Worker Classification Issues with the IRS

    Handy Hevener & Steve Johnson


    • IRS Audits of Qualified Retirement Plans

    Dan Salemi





    • Select Issues in Equity Compensation for Corporations and Partnerships – Stock Options, RSUs, and Profits Interests

    Erin Randolph-Williams & David Zelikoff



    • A Baker’s Dozen Procedural Tips to Counter IRS Agents’ Attempts to Increase Taxes, Interest and Penalties in Payroll Tax Audits


    Handy Hevener & Steve Johnson


    • State and Local Payroll Tax Audit Hot Topics, with Special Focus on Recent Law Changes in Illinois (including the Fast-Approaching SB1515, 30-Day Threshold for Taxing Out-of-State Employees Working in Illinois)

    Cosimo Zavaglia & Matthew Mock


    • Individual HRAs—Roadmap to the Future or Bridge to Nowhere?
    • ACCA Reporting and Potential IRS Penalties (and Defense Tactics)

    Andy Anderson & Sage Fattahian


    Break & Complete CPE/CLE Forms



    • Re-purposing VEBA assets (lots of tax and ERISA issues, plus recent regulatory developments)
    • Payroll Deductions from STD, LTD & FML Payments, Plan Qualification, & IRC 45S Credit Issues (again, lots of tax, state law and plan qualification issues)

    Jonathan Zimmerman & Handy Hevener

    The price for this workshop is $25 for TEI Chicago Members, $125 for Nonmembers and $125 for TEI Members from other Chapters.  Please note TEI Chicago Members may use their nontransferable season pass.  Also, TEI Chicago Members will be given priority over Nonmembers and TEI Members from other Chapters for purposes of registration. 

    To register, please visit:

    CPE/CLE will be provided.  This event is limited to in-house tax professionals.

  • TEI Chicago Chapter - International Tax Forum


    When: Wednesday, November 20, 2019
    Presenters: McDermott, Will & Emery and PwC
    McDermott, Will & Emery offices
    444 W. Lake Ave.
    Chicago, IL 60606 41st floor

    Please join us on Wednesday, November 20, 2019 for the annual TEI International Tax Forum, sponsored by McDermott Will & Emery and PwC.

    The agenda along with the link for registration are listed below.

    8:00 – 8:30  Registration and Breakfast

    8:30 - 9:30  Taxation of CFC Income and Cash Distribution/Repatriation

    9:30 - 9:45  Break
    9:45 – 10:45  Cross Border M&A Tax Planning
    10:45 – 11:00  Break
    11:00 – 12:00  IP Ownership after TCJA
    12:00 – 1:45 Lunch Speakers: Tax Policy Outlook
    1:45 – 2:45 Digital Taxation, MLI and Other EU Tax Developments
    2:45 – 3:00 Break
    3:00 – 4:00 Regulatory Challenges to TCJA and Preparing for Controversies
    4:00 Reception – Cocktails

    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 Chicago Chapter members and $125 for TEI members from outside the Chicago chapter and non-TEI members. Season ticket holders may use their season pass.  

    Registration information, please visit:

    CPE and Illinois CLE available.

    This event is limited to tax professionals working in private industry.

    Questions – please contact Irene Brajner at

  • New TEI Membership Opportunity for Tax Professionals w/ Less than 5 Years Corporate Tax Experience

    Did you know ... TEI now allows tax professionals with less than 5 years corporate tax experience to join TEI? 

    Complete the attached application and join as an “Associate Member” for just $100!  That’s $150 savings over a Full Membership!  Plus the Chicago Chapter will give you a season pass (worth $100) to attend all of its meetings plus social events for FREE through 6/30/2020!

    We can’t wait for you to join us!

  • Group Tax Manager / Advisor Opportunity

    Please see attached job opportunity.
  • TEI Atlanta Chapter - Luncheon - Oct. 22, 2019

    Developing and Executing an Effective IDR Strategy Based on Lessons from the Art of War”

    Presented by Jones Day
      Chuck Hodges - Partner
      Antoinette Ellison - Counsel

    Developing and executing an IDR strategy is a key component to a successful IRS Examination, and allows the IRS and the taxpayer to develop facts and issues.  Using Sun Tzu’s The Art of War, a 2,500 year old strategy and tactical treatise as a back drop, this presentation will outline the components and considerations in developing a strategy for engaging in the “Art of the IDR.”

  • Agenda for 9/12/19 Fed, Financial Reporting & Int'l Seminar

    Follow the below link for the agenda for the seminar on 9/12/19 

    It is also available under Library.

  • A Message from your Los Angeles Chapter President

    August 15, 2019

    Dear TEI Los Angeles Chapter Members:

    I hope you all are having a wonderful summer!

    I am both honored and excited to serve as your President. Thank you for putting your confidence and trust in me and your Los Angeles Chapter Board of Directors. I want to welcome the new members to our chapter. I look forward to meeting each of you at one of our upcoming local chapter events. To the rest of our members, thank you for your continued support over the years. It is because of you that the TEI Los Angeles Chapter has thrived over the years to become a leader, serving its members and advancing the tax profession through high quality education and networking.

    TEI just started its 2019-2020 fiscal year and it promises to be an exciting year. Your Los Angeles Board just had their annual planning meeting and we have lined up some great chapter meetings, all day seminars, and speakers.  Below are the events we have slated for 2019-2020 so mark your calendars and save the dates!

    I look forward to serving you as your President and I invite you to reach out to me should you have any questions, concerns, or suggestions to make our Chapter better, or if you just want to chat. If you are interested in becoming a board member, please reach out to me or to any of the other board members. Have a great rest of the summer and I look forward to seeing you all soon.


    Katherine Henry
    President, TEI Los Angeles Chapter
    (310) 586-8967 (work)
    (310) 490-4829 (cell)

    TEI Los Angeles Chapter 2019–2020 Events:
    09/27/19 Accounting Methods Seminar
    10/24/19 Legislative Tax Update Chapter Dinner Meeting
    11/22/19 ASC 740 Seminar
    02/19/20 IRS/TEI Liaison Chapter Meeting
    02/28/20 Controversy Seminar
    03/20/20 International Tax Seminar
    04/23/20 CTO/Technology Roundtable
    05/15/20 SALT Seminar
    06/03/20 Tax Administrators Night

  • Materials for 4-23-19 Conference

    The presentation materials for the 4-23-19 Conference are now uploaded.  Please look under Library.
  • Follow Us on Eventbrite

    The Chapter now uses Eventbrite for all its events.  Be the first to know of any new events by Following the Chapter on Eventbrite.
  • Chapter LinkedIn Page

    Our Chapter now has a LinkedIn page.  Follow it for all the latest on events and news.

  • Save the Dates:

      October 22, 2019 (IRS)
      November 19, 2019 (State)
      December 10, 2019 (Corp Mgt)
      January 21, 2020 (Technology)
      March 17, 2020 (Financial Reporting)
      April 21, 2020 ( International)

    INT'L COMMITTEE - November 21, 2019

      December 2019
      February 2020
      May 2020
      June 2020