I would be remiss if I didn’t acknowledge the hospitality and courtesies extended to me on my “farewell tour,” which included visits with leaders of six TEI Chapters in October and November. Mid-October found me in Des Moines, where the chapter not
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This column, as well as the one that appeared in the Sep.-Oct. issue of The Tax Executive, is an expansion and adaptation of remarks prepared for delivery at TEI's 67th Annual Conference. At the conference, Timothy McCormally, who retired from the I
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This column, as well as the one appearing in the next issue of The Tax Executive, is an expansion and adaptation of remarks prepared for delivery at TEI's 67th Annual Conference. At the conference, Timothy McCormally, who will retire from the Instit
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Paul L. Dillingham resigned his TEI membership in 1978 when he was promoted out of the tax department of the Coca-Cola Company. This was five years after he completed his term as 1972-1973 Institute President and four years before I joined the Insti
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In the mid-1840s, Scottish writer Thomas Carlyle propounded what at the time was known as "the Great Man Theory" — the idea that history can largely be explained by the influence of great men and women, or heroes, who through their charism
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TEI was founded 68 years ago by Paul Smith from New York, who thought tax executives have an obligation to give back to their profession. Seven decades later, current president Dave Penney defined this attribute as "selfless enterprise" —
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Regular readers of this column may recall that my father was the editor of daily newspapers in the midwest. One of his favorite writers was Mark Twain, especially after our family moved in the mid-1960s from the Kansas prairie to the banks of the Mi
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Dave Penney’s inaugural column as TEI president begins with his paying homage to the “selfless enterprise” that the Institute’s founders exhibited in 1944 when they gathered in New York City to discuss whether to organize what we now know as Tax Exe
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In his column in this issue, Paul O’Connor emphasizes that, while TEI rightly prides itself on its conferences, seminars, and courses, the bulk of the Institute’s educational activities occur at the local level. The numbers are impressive: Including
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In mid-April, I caught an early morning flight to Kansas City to participate in the chapter’s State and Local Tax Update and Roundtable in Overland Park, Kansas. There were two special aspects of the meeting that I will discuss directly, but the c
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The financial statements for Tax Executives Institute for fiscal year 2010 are reprinted in this issue of The Tax Executive. They represent both a snapshot of the Institute’s financial condition as of June 30 and, more generally, a summary of what
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In my January-February column, I summarized the reasons for the Institute’s founding in a single sentence: "Sixty-five years ago, a small group of New York tax professionals formed TEI to provide in-house tax professionals with a forum to excha
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Spring 2010
This spring gave me the opportunity to attend several local TEI events, allowing me both to witness the vitality in the Institute's chapters and regions and to renew friendships with many members whose ability to attend Institute-level
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January-February 2010
2010 is not the time to be alone, sitting by yourself, as a tax professional. It’s a time to move your chair closer to those whose knowledge, experience, and insights can help you do your job and assist your professional dev
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November-December 2009
According to the Greater Cincinnati Convention and Visitors Bureau, Cincinnatians consume more than two million pounds of chili each year, topped by 850,000 pounds of shredded cheddar cheese. As someone who enjoys eating as m
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Fall 2009
When George Figueroa of Molina HealthCare, president of the Arizona Chapter, called in August to invite me to attend the chapter’s September or October meeting, I looked at the calendar and sighed. I had a conflict for the September date,
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July-August 2009
The hoopla surrounding Senator Charles Grassley’s recent embrace of Twitter notwithstanding, social networking is nothing new to members of the tax community. (Many of us cannot imagine saying anything in 140 characters, but th
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May-June 2009
In my last column, I wrote with pride about the efforts of members of the Minnesota Chapter to support AccountAbility Minnesota, a volunteer tax-preparation organization, as well as the Institute’s decision to make a cash grant to the
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March-April 2009
When Paul Smith founded Tax Executives Institute in 1944, his goal was at once simple and audacious — to create a “true community” to help tax professionals simplify compliance, enhance opportunities for effective tax planning, and
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January-February 2009
One of the URLs that we should perhaps all bookmark is www.goodnewsnetwork.org, which directs you to a site devoted to sharing, not merely those inspirational messages that cynics find cloying or annoying, but genuinely good n
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