CHAPTER NEWS
Our Communications & Technology Committee has created a NY Chapter LinkedIn page. Check it out at https://www.linkedin.com/company/tax-executives-institute-tei-new-york-chapter.
UPCOMING MEETINGS
Chapter Meeting
What Has Loper Bright and Corner Post Done to Federal and State Taxation
Tuesday, September 10, 2024
Webinar hosted by Baker McKenzie – 1 - 2 PM EDT
On 9/10/24, the NY Chapter is bringing to you a 1-hour webinar, hosted by Baker McKenzie, that will delve into the impact these two SCOTUS decisions have on federal and SALT taxation.
During this 1-hour webinar, Jud Judkins, Vivek Patel and Dmitri Gabrielov, attorneys from Baker McKenzie, will explore:
- How courts, government counsel, and federal and state tax authorities approach tax disputes.
- How taxpayers should participate in the legislative process and Treasury’s rulemaking process, and what they should expect during audits and at IRS Appeals.
- Regulations, including those relating to the TCJA provisions, stock buyback excise taxes, and partnership transactions, that currently are or may soon be the subject of validity challenges.
- The timeline for taxpayers to raise challenges to Treasury regulations (which may be open for years after the regulation was initially issued).
- The States’ differing regimes regarding judicial review of agency action and the state and local impact of Loper Bright.
CPE (pending) and CLE will be offered.
This webinar is FREE for TEI Members. CPE (pending) and CLE offered. This event is not open to government employees or members of the press.
Join us by following this link AND clicking LOGIN in the top right corner. Once verified, you will be able to purchase a ticket for FREE. If you do not LOGIN then the cost is $25.
which brings you to Member Planet, please click "login" button in the top right corner. Enter your TEI Engage credentials. Once logged in, your registration will reflect the preferential membership pricing.
Keep in mind that membership in the Tax Executives Institute is for eligible individual members.
If you are not a TEI member, click https://www.tei.org/membrship/membership/benefits for more information on TEI membership.
Follow the NY Chapter on LinkedIn: linkedin.com/company/tax-executives-institute-tei-new-york-chapter
23rd Annual TEI-Sponsored LB&I Northeastern Compliance
Practice Area Conference
Wednesday, September 18, 2024
8:30 AM to 5 PM EDT
Ted Weiss Federal Building, 290 Broadway, 30th Floor, NYC
Featuring Holly O. Paz LB&I Commissioner addressing the conference on the LB&I State of The Union
We are pleased to announce this year’s The Tax Executives Institute – New York Chapter sponsored conference with the IRS to bringing you LB&I Northeastern Compliance Area updates on a variety of topics. Among the highlights of this year's conference:
LB&I Examination Update: Holly O. Paz, LB&I Commissioner, Nancy Wiltshire, Director of NECPA, Brenda Sarini, Director of Field Operations Mid-Atlantic and Deborah Mullen, Director Field Operations North Atlantic will provide LB&I Examination Priorities Updates.
Global Tax Issues Update: Nicole Welch, Director, Treaty and Transfer Pricing Operations and Orrin Byrd Director – Withholding, Exchange and International Individual Compliance (WEIIC) will be part of a panel discussion on global tax issues including Cross Border Activities, Transfer Pricing and Competent Authority Updates
Independent Office of Appeals Updates – Darlena L. Billops-Hill, Director, Examination Appeals and Reinhard Schmuck, Program Manager – Examination Appeals will speak on a panel discussing the latest developments in Appeals
Pass Through Entities – There’s continued interest in Pass Through Entities and Global High Wealth. The IRS panelist will be Cliff Scherwinski, Director, Pass Through Entities.
Please see the latest draft program (attached) for details, including the distinguished group of practitioners who will be participating in the panel discussions.
The Conference also allows for numerous opportunities for networking and one-on-one interaction during breakfast, coffee breaks and lunch.
The conference will be held at the Ted Weiss Federal Building, 290 Broadway, 30th floor. Space is very limited in the facility and consequently, registration will be on a first come, first served basis. I urge you to mark your calendar and plan to attend this event. New York CPE credits will be awarded to participants. The draft agenda is attached. To register, go to https://app.memberplanet.com/#/event/tei-newyork/23rdannualteiirslbiconference
The cost of the conference is $175 per registration. Credit card payments can only be made online. All refunds are subject to an administrative charge as Member Planet’s fees are non-refundable. All refund requests should be sent to linda.klang@lehmanholdings.com
We look forward to seeing you on September 18. Please contact me, TEI chair of the conference, should you have any comments or questions.
Paul Heller
TEI Conference Chair
Paul.heller@rbc.com