Announcements

  • 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.  

  • TEI Atlanta Chapter - Half Day Session - December 2, 2019

    Federal Updates
    - Demystifying the Digital Workforce
    - Accounting for Income Taxes - Emerging Issues
    - Tax Legislative Update

    Presented by PwC
    8:30 - 12:15
    GA Power HQ - 241 Ralph McGill Blvd

    RSVP:  TEI_ATL@yahoo.com
    Sherrie Ricker
  • TEI Chicago Chapter: Final Reminder on Emerging Tax Professionals Event - Tuesday, December 3, 2019

    Please join us on Tuesday, December 3, 2019 for the TEI Emerging Tax Professionals Seminar, sponsored by McDermott Will & Emery. 

    This free seminar is intended for all in-house corporate tax professionals with up to 15 years of experience. You do not need to be a member of TEI to attend.

    Please share this invite with members of your Tax Team or colleagues you know at other firms who are emerging tax professionals.

    EMERGING TAX PROFESSIONALS SEMINAR

    Tuesday, December 3, 2019

    Presenter: McDermott, Will & Emery

    444 W. Lake Ave.

    Chicago, IL 60606 41st floor

    12:00 – 12:45 pm: Lunch and Registration

    12:45 –1:30 pm: Corporate Tax Revisited

    Justin Crouse & Emily Mussio (MWE)

    On the heels of the Tax Cuts and Jobs Act (TCJA), this panel will revisit some of the fundamental corporate tax considerations associated with common transactions, including capital contributions, financing issues, and corporate reorganizations and other intercompany transactions that remain a vital part of U.S. tax planning.

    1:30 –1:45 pm: Break 

    1:45 – 2:30 pm: Introduction and Overview of Taxation of CFC Income and Cash Repatriation

    Jonathan Lockhart & Alex Ruff (MWE)

    This panel will introduce and discuss the three major categories of CFC income (GILTI, Subpart F Income, and Residual Income), including section 960 foreign tax credit utilization, the Subpart F income and GILTI high-tax exceptions, issues associated with the section 245A DRD.  The panel will also discuss some practical issues associated with cash distributions and repatriations from CFCs.

     2:30 – 3:15 pm: State and Local Taxation (SALT) Update:  Post TCJA and Wayfair

    Joe Bishop-Henchman & Eric Carstens (MWE)

    This panel will present an overview of the changes at the state level that have taken place since the enactment of the TCJA and the Supreme Court's Wayfair decision.  The panel will also discuss other SALT-related developments aside from TCJA (e.g., unclaimed property litigation, audit trends, transfer pricing audit activities, etc.)

     3:15 – 3:30 pm: Break

     3:30 – 4:15 pm: Career Development Panel: Taking Ownership of Your Professional Future                                   

    4:15 – 4:30 pm: Closing/Q&A 

    4:30 – 5:30 pm Cocktails, Networking and Giving (TEI Chicago IMPACT) Event

    Please note, this event is limited to tax professionals working in private industry with less than 15 years of experience. 

    You must register for this program in advance through Eventbrite. There is no charge for this event!

    For registration information, please visit:  https://www.eventbrite.com/e/tei-chicago-chapter-emerging-tax-professionals-seminar-tickets-77241721067

    CPE/CLE will be available.  Questions – please contact Irene Brajner at imbrajner@aol.com.

  • TEI Atlanta Chapter - Luncheon - December 10, 2019

    Learning Objective:  We're experiencing the 4th Industrial Revolution.  AKA intelligence is melding existing and emerging technologies in a way that is dramatically shifting our economy, how we live and how we work. How does the tax function and professional not only keep up, but thrive? 

    Presenter - Hadley Leach - PwC Partner

    Flemings - Perimeter
    11:30 - 1:00 (Please arrive early)
    RSVP - TEI_ATL@yahoo.com
    Sherrie Ricker

  • Chicago Tax Officer & U.S. Head of Tax Breakfast Roundtable - December 5

    Navigating the New Foreign Tax Credit Regulations

    Location: BAKER MCKENZIE Offices
    300 East Randolph Street
    Suite 5000
    Chicago, IL 60601
    Registration:  7:00 a.m.
    Program:  7:30 – 9:00 a.m.

    Please join us for our next Chief Tax Officer & US Head of Tax Breakfast Roundtable at Baker McKenzie.  We will be discussing the new foreign tax credit regulations, the impact of expense apportionment, and potential planning opportunities. Meaghan Wolfe and Matt Jenner will lead the discussion.

    Please register for this free roundtable on Eventbrite: https://www.eventbrite.com/e/tei-chicago-chapter-cto-us-tax-leadership-breakfast-roundtable-tickets-82140252707




  • Tax Education Day

    Did you receive your Eventbrite invitation to this year's Tax Education Day?  Check out the event details here:​
  • TEI Atlanta Chapter - Int'l Community Meeting

    International Update
    Presented by PwC
    • Managing Global Intangible Low-Taxed Income, Subpart F, Foreign Tax Credit, and Base Erosion Anti-Abuse Tax Issues
    • Business Operating Models in light of Non-US Developments and Foreign Derived Intangible Income Considerations
    • Legislative Update
    8:30-10:30
    Confirm attendance at TEI_ATL@yahoo.com
  • Portland TEI Chapter 2019-2020 calendar

    September 26, 2019 8 am-12 noon State Tax Updates
    October 22, 2019 8 am-12 noon Federal Tax Updates
    November 19, 2019 8 am-12 noon
    December 17, 2019 8 am-12 noon
    February 18, 2020 12 noon - 4 pm
    March 17, 2020 noon - 4 pm
    May 5, 2020 All Day Spring Conference
    May 19, 2020 8 am-12 noon Ethics
  • Emerging Tax Professionals Event - Tuesday, December 3, 2019

    Please join us on Tuesday, December 3, 2019 for the TEI Emerging Tax Professionals Seminar, sponsored by McDermott Will & Emery. 

    This free seminar is intended for all in-house corporate tax professionals with up to 15 years of experience. You do not need to be a member of TEI to attend.


    Presenter: McDermott, Will & Emery

    444 W. Lake Ave.

    Chicago, IL 60606 41st floor

    12:00 – 12:30 pm: Lunch and Registration

    12:30 –1:20 pm: Corporate Tax Revisited

    Justin Crouse & Emily Mussio (MWE)

     

    On the heels of the Tax Cuts and Jobs Act (TCJA), this panel will revisit some of the fundamental corporate tax considerations associated with common transactions, including capital contributions, financing issues, and corporate reorganizations and other intercompany transactions that remain a vital part of U.S. tax planning.

    1:20 –1:35 pm: Break 

    1:35 – 2:25 pm: Introduction and Overview of Taxation of CFC Income and Cash Repatriation

    Jonathan Lockhart & Alex Ruff (MWE)

    This panel will introduce and discuss the three major categories of CFC income (GILTI, Subpart F Income, and Residual Income), including section 960 foreign tax credit utilization, the Subpart F income and GILTI high-tax exceptions, issues associated with the section 245A DRD.  The panel will also discuss some practical issues associated with cash distributions and repatriations from CFCs.

    2:25 – 3:15 pm: State and Local Taxation (SALT) Update:  Post TCJA and Wayfair

    Joe Bishop-Henchman & Eric Carstens (MWE)

    This panel will present an overview of the changes at the state level that have taken place since the enactment of the TCJA and the Supreme Court's Wayfair decision.  The panel will also discuss other SALT-related developments aside from TCJA (e.g., unclaimed property litigation, audit trends, transfer pricing audit activities, etc.)

    3:15 – 3:30 pm: Break

    3:30 – 4:20 pm: Career Development Panel: Taking Ownership of Your Professional Future                                    

    4:20 – 4:30 pm: Closing/Q&A

    4:30 – 5:30 pm: Cocktails, Networking and Giving (TEI Chicago IMPACT) Event

    You must register for this program in advance through Eventbrite. There is no charge for this event!

    However, this event is limited to tax professionals working in private industry with less than 15 years of experience. 

    Registration information, please  visit:  https://www.eventbrite.com/e/tei-chicago-chapter-emerging-tax-professionals-seminar-tickets-77241721067

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

  • 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.

    Agenda 

    November 12, 2019

    Time

    Topic*

    Speaker(s)

    8:15-9:00

    Breakfast & Registration

     

    9:00-10:00

    • 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

    10:0-11:00

    • IRS Audits of Qualified Retirement Plans

    Dan Salemi

    11:00-11:10

    Break

     

    11:10-12:10

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

    Erin Randolph-Williams & David Zelikoff

    12:10-1:10

    Lunch

    • 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

    1:10-2:10

    • 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

    2:10-3:10

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

    Andy Anderson & Sage Fattahian

    3:10-3:20

    Break & Complete CPE/CLE Forms

     

    3:20-4:20

    • 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: https://www.eventbrite.com/e/tei-taxation-of-compensation-benefitsafter-tcja-irs-state-audits-tickets-77243783235

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

  • TEI Chicago Chapter - International Tax Forum

    INTERNATIONAL TAX FORUM

    When: Wednesday, November 20, 2019
    Presenters: McDermott, Will & Emery and PwC
    Location: 
    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: https://www.eventbrite.com/e/tei-chicago-chapter-international-tax-forum-tickets-76520140801

    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.

  • 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.
  • 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 

    FEDERAL TAXATION, FINANCIAL REPORTING AND INTERNATIONAL TAXATION:  UPDATES & DEVELOPMENTS
    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.

    Sincerely,


    Katherine Henry
    President, TEI Los Angeles Chapter
    khenry@mgm.com
    (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
    03/19/20 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.

    #philadelphiachaptertei
  • Save the Dates:

    LUNCHEONS:
      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

    HALF DAY/FULL DAY
      December 2019
      February 2020
      May 2020
      June 2020