2024 Tax Technology Seminar

Date -
Location - Loews Portofino Bay Hotel

Event Description

The importance of a nimble tax function is invaluable. Your team needs to operate seamlessly with tight controls, streamlined data integrity, and effective collaboration and communication regardless of physical location.  TEI’s Fifth Annual Tax Technology Seminar, taking place April 24-26, 2023, provides a forum for tax professionals to share ways to effectively address these pressing needs.
Participants in this seminar will learn about the latest developments in tax technology and automation that help tax professionals tackle a landscape of evolving markets, complex operations, and rapid business changes.  These important topics will be addressed in the context of the evolution of tax technology, which has never been more relevant as companies prepare for the future. 
The 2023 seminar is designed this year’s seminar to facilitate the  interactivity, engagement, and networking opportunities that have made our prior seminars successful. The Seminar is packed full of tax technology transformation topics and will feature an exhibit hall where members can learn about new tax technology tools. We have built-in ample time and opportunities for you to connect, engage, and network with your peers, fellow tax tech enthusiasts, the experts, and vendors - with receptions, extended break times, and a members-only discussion forum – all within the program. 
Registration is now open (click the blue Register button above). Agenda will be posted shortly. The two-day seminar will run from 8:00 am Monday, April 24 until 11:30 am on Wednesday, April 26.
For reference, CLICK HERE to view a copy of the 2022 Preliminary Program that will give you an idea of session topics for 2023.  

CPE/CLE Information

CPE Credit Information: Tax Executives Institute Education Foundation is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of “group live based” continuing professional education on the National Registry of CPE Sponsors.
Date: April 24-25, 2023
Delivery Method: Group Live
Program Level: Overview
Prerequisites: None
Field of Study: Taxes
Advanced Preparation: No advanced preparation required
CPE Credits possible:  Approximately 14.5 CPE credits based on a 50-minute hour.
State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. To submit a complaint about a specific program, speaker or content, please email meetings@tei.org. Complaints regarding sponsors may be addressed to National Registry of CPE Sponsors, 150 Fourth Avenue North, Ste. 700, Nashville, TN 37219-2417. Website: www.nasbaregistry.org


Registration Fees:
Early Bird Rates (Expire on 3/31/2023): 
Early Member = $950
Early Non-Member = $1,150 
Early Member-In-Transition or Member Emeritus = $750 
Regular Rates (Begin on 4/1/2023): 
Regular Member = $1,095
Regular Non-Member = $1,295
Regular Member-in-Transition or Member Emeritus = $775 
Member rates are available to TEI members only. Member benefits, such as member pricing, are not transferrable to non-members.
Need to renew? Visit www.tei.org, login, and select Membership Expired -- Rejoin Today above your profile.
Not a member? Learn more about the benefits of membership and join today to save up to $155 on this event and gain access to all TEI member benefits and TEI educational offerings.
REMINDER:  TEI Events are open to members of TEI and other in-house tax professionals. Individuals engaged in private law, accounting, or other consulting practice, as well as government employees, are ineligible to attend.
Team Discount: As a special incentive for companies to send multiple attendees to the seminar, a 20% discount will apply for the second (and all subsequent) registrants from your company. To take advantage of this discount, you must put the following code into the discount code field when registering the second or subsequent registrants online: TEAM-23TTS  
TEI's Updated COVID Policy: TEI’s top priority is ensuring the health, safety, and well-being of our attendees. Participants must adhere to the COVID-19 guidelines published by the U.S. Centers for Disease Control and Prevention (CDC), as well as the state and local health authorities in the jurisdictions in which our events occur. Participants may not attend TEI's Tax Technology Seminar if they feel unwell, have tested positive for COVID-19 within 10 days before the event, or have been in contact with someone who has tested positive for COVID-19 within 10 days before the event. By registering for this event, attendees affirm their commitment to comply with TEI’s in-person meeting guidelines.

If you register, but cannot attend the event for these reasons, TEI will work with you to transfer your registration to another event or provide a full refund. To do so, please contact meetings@tei.org.


TEI is holding a block of rooms at the San Diego Hilton Bayfront Hotel for TEI registrants at the discounted rate of $325 per night, plus tax. TEI's room block is limited and will likely sell out prior to our March 31, 2023 cutoff date. After that date or if rooms under our block sell out, rooms will be available at prevailing rates.  Click Here for online reservations.
Please note: There is an optional $39 resort fee you may choose that will get you premium internet in your hotel room, 1-hour bike or kayak rental, $15 food and beverage credit (excluding tax and gratuity) at hotel restaurants, bike locker rental, transportation to Coronado Island, PressReader access, and a daily bottled water.
Additional guest amenities may be acquired by joining the Hilton Honors loyalty program. Benefits include: free basic in-room wi-fi, earn points toward future stays, a new member bonus, lowest price guarantee, etc.  Join Hilton Honors.

Registrant List

CLICK HERE for a weekly list of registrants (updated Mondays).

Cancellation and Substitution Policy

Cancellation Policy: All cancellations must be made in writing by 4:00 pm ET on April 7, 2023, and will be subject to an administrative service charge of $75 (U.S.); for cancellations after April 7, 2023 and before April 14, the charge will be $200 (U.S.) No refunds will be made for cancellations received after April 14 and for no-shows. Cancellations must be received in writing to meetings@tei.org. Refunds of credit card registrations, less administrative charge, will be made to credit card account.
Substitution - To substitute someone please email meetings@tei.org with the name of the person you want to substitute someone for and the new person. There is a $50 substitution fee, plus any member/non-member fee difference.
In the event of cancellation, TEI’s liability is limited to the return of the registration fee.
TEI’s Federal Taxpayer ID Number is 52-0239291.  In accordance with section 274(n) of the Internal Revenue Code, registrants are notified that that the portion of the seminar registration fee attributable to food and beverage is $400 (U.S.).