U.S. STATE & LOCAL

The State and Local Tax Committee is responsible for TEI’s educational and advocacy efforts for U.S. state and local tax issues. 

The committee monitors state and local tax developments throughout the country, files amicus briefs with state and federal courts on impending state and local tax issues, and files comment letters addressing various legislative and administrative proposals. 

The committee has also developed an extensive set of policy statements reflecting TEI's position on important administrative and procedural issues. These statements facilitate advocacy by providing formal position papers TEI's members can use when communicating with taxing agencies. Finally, the committee regularly conducts liaison meetings with state and local taxing authorities to discuss tax-enforcement and policy matters in those jurisdictions.

On December 18, 2017, State Tax Notes honored TEI’s role in a joint industry task force working to create a model revenue agent report (RAR) statute, which State Tax Notes featured as its “Project of…
On August 25, 2017, TEI issued new policy statements regarding the Sales Taxation of Business Inputs, Sales Tax Filing Requirements After Nexus Ceases (Trailing Nexus), and the Public Disclosure of…
On July 10, 2017 and August 22, 2017, TEI Tax Counsel Pilar Mata, along with Fred Nicely of the Council on State Taxation (COST), presented at the Southeastern Association of Tax Administrators (…
The MTC’s Partnership Workgroup was formed in Fall 2016 to address how states should report federal adjustments arising the federal centralized partnership audit regime, which will go into effect for…
On July 24, 2017, TEI updated two existing policy statements, which pertain to independent state tax tribunals and contingency fee audit arrangements.  The policy statements were prepared under…
On June 16, 2017 TEI submitted a letter to Senator Braun and Representative Jinkins of the Washington Legislature urging the legislature to enact Senate Bill 5866, 2nd Substitute (SB 5866). SB 5866…
On June 15, 2017, TEI Tax Counsel Pilar Mata, along with Fred Nicely and Nikki Dobay of the Council on State Taxation, April Nevarez on behalf of the Institute for Professionals in Taxation, Jaye…
On June 13, 2017, TEI issued a new policy statement regarding the state implementation of the federal partnership audit rules. The policy statement provides an overview of the new federal rules,…
On January 23, 2017, TEI updated its state and local tax policy statement regarding the Reporting of Federal Income Tax Adjustments. The original policy statement, issued in November 2015, noted that…
On January 14, 2017, TEI Tax Counsel Pilar Mata, along with Fred Nicely and Nikki Dobay of the Council on State Taxation (COST) and Tom Shimkin of the Multistate Tax Commission (MTC), presented at…
On January 11, 2017, TEI Tax Counsel Pilar Mata presented at the Federation of Tax Commissioners’ Midwinter New Commissioners Meeting and met with state commissioners of revenue from around the…
On December 22, 2016, TEI filed an amicus brief with the U.S. Supreme Court in support of the taxpayers’ Petitions for a Writ of Certiorari in International Business Machines Corporation v. Michigan…
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