Frequently Asked Questions

Here are answers to some of the commonly asked questions about TEI and TEI's website. If you cannot find the answer to your question here, please email us and a staff member will follow-up with you.

 

ABOUT TEI & MEMBERSHIP
1. What is TEI?
2. What are some benefits of being a TEI member?
3. Do I qualify for TEI membership?
4. I thought my company was already a TEI member; why should I join as an individual?
5. How long does the membership process take?
TEI'S WEBSITE
1. What's my TEI Password and Login?
2. How do I login?
3. I've forgotten my password or login
4. Is the website secure?
5. Who has access to my personal Information?
6. I click on the login button and it immediately takes me to a screen that says "you are trying to acces an area of the site that is protected," how do I get past this?
RENEWING A MEMBERSHIP
1. How do I renew my membership?
2. Do I get a rebate if I join part way through the year?
3. How much are dues for membership?
ADVOCACY & SUBMISSIONS
1. How do I make my voice heard within TEI and by the government?

ABOUT TEI & MEMBERSHIP

1. What is TEI?
Tax Executives Institute is the preeminent association of in-house business tax professionals worldwide.  Founded in 1944, TEI has grown to more than 7,000 members who represent 3,000 of the leading businesses in the United States, Canada, Europe, and Asia. Through TEI and its 55 chapters, members have access to the finest, most cost-effective, tax training available; the camaraderie of their fellow tax professionals who willingly share their insights, ideas, and experiences; and the ability to work together to improve tax policy and administration. The U.K.-based publication Tax Business has described TEI members as the “biggest, richest, and most influential group of taxpayers in the world.”

2. What are some benefits of being a TEI member?

TEI members have access to the finest, most cost-effective, tax training available; the camaraderie of their fellow tax professionals; and the ability to work together to improve tax policy and administration.

  • Education: Continuing Education is at the core of the Institute’s activities; TEI sponsors more than 600 educational programs a year at Chapter, Regional, and Institute levels. At the Institute level alone, more than 3000 people attend programs every year.  Working with the Tax & Accounting Business of Thomson Reuters, TEI also offers free online webinars to members.
  • Online Networking: Through TEI’s website, members have access to confidential discussion forums devoted to topics such as IRS Audits and Appeals, state, local, federal, Canadian, and international taxes, as well as management topics.
  • Advocacy: TEI’s members play a critical role in identifying advocacy opportunities; as a member, you can lend your voice to the Institute’s efforts, and advance your company’s and community’s interests. Among the subject areas in which TEI has become involved in recent months are:
  •  

- FIN 48 (Uncertain Tax Principles) and IRS Announcement 2010-09
- International Financial Accounting Standards
- IRS Access to Tax Accrual Workpapers (Textron v. United States)
- Codification of Economic Substance Doctrine
- Tax Reform
- OECD Transfer Pricing Rules
- State Tax Apportionment Rules
- U.S. Cost Sharing Regulations
- Tax Penalties at the Federal and State Level

  • Publications: TEI’s publications, such as its bi-monthly journal, The Tax Executive, are free to all members.

  • Discounts: TEI has designated the Tax & Accounting Business of Thomson Reuters as its exclusive affinity partner for tax research.  Institute Members are entitled to significant discounts on many products, including new subscriptions to Checkpoint and publications of the company's Warren Gorham & Lamont imprint).   Discounts are also available on online training provided by through Thomson Reuter's MicroMash and Pass On Line affiliates, as well as on webinars.


3. Do I qualify for TEI membership?
Membership is open to corporate employees who have a minimum of five years’ corporate tax experience or its equivalent, and who hold a position in tax management operations of a profit-oriented business. Individuals engaged in public tax practice are not eligible. Membership applications are reviewed by TEI’s Membership Committee; if you have questions about whether you qualify, you can obtain more information from TEI's Membership Brochure, or you may call TEI at 202.638.5601.

4. I thought my company was already a TEI member; why should I join as an individual?

    Membership in TEI is individual-based; we do not offer company memberships. By joining you gain access not only to TEI’s educational offerings (and to its website), but also its committees.

    5. How long does the membership process take?

    Processing should take about about three weeks once all relevant application information and fees are submitted. After the application is approved, you will receive a new member welcome packet. During the approval process, applicants are entitled to member benefits.

 

TEI'S WEBSITE

1. What's my TEI Password and Login?

Current Members.
Your email address is your login. New applicants who apply online  are prompted to create an account and set their password before completing the online application. 

Former Members. All former members have an account using their email address and a pre-assigned password. If the email address in TEI's database matches your current address, the Forgot Your Password? utility on the login page may be used to obtain/change your password.  To update your email address, contact TEI at asktei@tei.org or 202.638.5601. 

    Nonmembers. Nonmembers who have participated in TEI-Washington meetings since 2001 or subscribed to Institute publications may already have an account with a pre-assigned password.  Try the Forgot Your Password? utility on the login page to obtain your password. If your email address has changed since you last attended a TEI meeting or if the Forgot Your Password? utility does not work, contact TEI at asktei@tei.org or 202.638.5601.  After verifying your identity, we can reset your email address.

    Nonmembers who do not have an account will be prompted to create one to obtain a password and login in order to register for a meeting.

    2. How do I login?

    Click on the Login link on the upper right quadrant of the home page; fill in your email address and password on the login page. 
    3. I've forgotten my password
     
    Enter your email address.  On the Login Required page, select "Forgot your password?" Follow the prompts to establish a new password.  If that does not work, contact asktei@tei.org.
    4. Is the website secure?

    TEI's website uses VeriSign to provide a secure socket layer to protect the information on the website. VeriSign encrypts sensitive credit card information for online transactions.
    5. Who has access to my personal Information?

    Each person with a TEI account has a unique login (i.e., email address) and password to safeguard access to personal information. To permit other members to contact you (so that you may, in turn, contact them), limited information about you, your company, your contact information, and other company information will be displayed in response to certain search criteria. Specifically, when members conduct a search for other members they will be able to view the same contact information available in TEI's printed roster. Nonmembers do NOT have access to your contact information via TEI's website. 

    TEI makes every effort to ensure against unwarranted disclosure of your personal information. As explained on the Information page, there is an "Exclude from Directory" option for the electronic roster. For more information, see TEI's privacy policy.

    6. I click on a link and it takes me to a screen that says "The page you are attempting to access requires a log in."  How do I get past this?

    This occurs once a user fails to login.   See question 2 above.  

RENEWING A MEMBERSHIP

1. How do I renew my membership?

Current members can pay their dues online beginning each January,  Once you log in, an "It's time to renew" link will appear below your name.  Dues invoices are also mailed in March for the membership year beginning July 1. Former members should send an email to memberinfo@tei.org and request a reinstatement form.


2. Are my dues prorated if I join part way through the year?


Yes and No.  Individuals applying for membership pay an initiation fee and a year's dues regardless of when they apply.  Individuals approved for membership between January 1 and March 31 will receive a credit of one-half year's dues ($112.50) for the fiscal year that begins on the following July 1. Individuals aproved between April 1 and June 30 will not be billed at all for the subsequent fiscal year dues.

3. How much are dues for membership?


Annual dues are $225 per person. There is also a first-year initiation fee of $225.  Members (and former members) who have retired are eligible for Associate membership and may renew at the $25 rate.


ADVOCACY & SUBMISSIONS

    1. How do I make my voice heard within TEI and by the government?

    TEI's robust technical committees provide members with an avenue to improving tax policy and administration.  For information on how to make your company issues part of TEI's advocacy agenda, contact TEI's Legal Dept. at teilegalstaff@tei.org or call 202.638.5601.