2025 Tax Technology Seminar

Date -
Location - Hyatt Regency Lake Washington-At Seattle's Southport

Event Description

TEI’s Seventh Annual Tax Technology Seminar, taking place May 5-7, 2025, provides a forum for tax professionals to share ways to effectively integrate best practices and emerging technologies to your practice.
 
Participants in this seminar will learn about the latest developments in tax technology and automation to help 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 and sustainable practice.

The 2025 seminar is designed 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 will open soon. This three-day seminar will run from 8:00 am Monday, May 5 until 4:30 pm on Wednesday, May 7, 2025.
 
The 2025 agenda will be posted in early 2025. For reference, here is a list of the 2024 Tax Technology Seminar sessions:   
 
  • The Intersection of People, Process & Technology: Where Are We Now?
  • Revolutionizing Provision and Compliance Workflows: Unleashing the Art of Possible with API Integration
  • Hands On Lab - Power Query in Excel (Beginner)
  • Not so Fixed Assets: Taming Tax Depreciation
  • Practical Strategies to Accelerate Your Data Operations
  • Exploring ESG Solutions Leveraging Enterprise Technology
  • The Era of Adaptation:  Transforming Tax in Times of Change 
  • E-Invoicing: Technology to Keep Pace with Evolving Global Mandates
  • Future of Tax Research with Gen AI
  • Advanced OCR AI Data Capture and Case Study
  • Modernizing SharePoint with the Integration of Microsoft's Latest Low-Code Solutions: Examples and Best Practices
  • Emerging Technology Panel - Perspectives from Incubation Leaders
  • Creating a Trusted Data Source to Power Tax Processes and Decision-Making
  • Automating Operational Transfer Pricing for Insights Beyond Compliance
  • Hands On Lab - Bringing Your Data to Life on Microsoft Cloud Power Query Diagram View (Intermediate)
  • Accelerate and Streamline Sales & Use Tax Processes to be Audit Ready for Defense and Reverse Audit Opportunities
  • The Tech Evolution and Pillar Two
  • Tax + AI
  • Real-Life Tales of Empowering Efficiency Through Tax Technology
  • Meet the New Face of Data Integration in Microsoft Fabric
  • Upgrading your R&D Tax Credit Process Using Technology You Already Own
  • The AI-Driven Future of Indirect Tax with EY
  • AI Panel - Perspectives from Tech Leaders & Thought Leaders
  • Fireside Chat with IRS on Technology Transformation, the Outlook and Challenges for the IRS and Corporate Taxpayers
  • Pillar Two – Q1 Field Report
  • Leveraging AI in Tax: Practical Applications and Future Trends
  • Hands On Lab - Project Management with Microsoft's latest cloud-based apps (Beginner)
  • The Evolution of Modernized Tax Authorities - OECD Digital Tax Administration - Updates, Outlook, Impact to Your Own Strategy
  • The GenAI Era of a Tax Professional
  • Leading Technology Transformation for Tax: What's Next?
  • Hands On Lab - Project Management with Microsoft's latest cloud-based apps (Beginner)
  • Property Tax Automation to Propel Compliance to Insights
  • Accelerating Tax Transformation with GenAI and Data Fit-for-Purpose
  • AI-Driven Future with Microsoft Cloud and Copilot
  • ERP Transformation Journey
 

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: May 5-7, 2025
 
Delivery Method: Group Live
 
Program Level: Overview
 
Prerequisites: None
 
Field of Study: Taxes
 
Advanced Preparation: No advanced preparation required
 
CPE Credits possible:  Approximately 21.0 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

Registration Fees:
 
Early Bird Rates (Expire on 3/31/2025): 
Early Member = $1,195
Early Non-Member = $1,450 
 
Regular Rates (Begin on 4/1/2025): 
Regular Member = $1,295
Regular Non-Member = $1,595
 
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 and you can save more than $150 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-25TTS. May not be combined with other discounts. 
 

Accommodations

Accommodations:
TEI is holding a block of rooms at the Hyatt Regency Lake Washington-At Seattle's Southport for TEI registrants at the discounted rate of $245 per night, plus tax (and + $10 destination fee). TEI's room block is limited and will likely sell out prior to our March 31, 2025 cutoff date. After that date or if rooms under our block sell out, rooms will be available at prevailing rates.
 
Please CLICK HERE for Reservations. 
 
About the Hyatt Regency Lake Washington at Seattle's Southport: 
Discover the beauty of the Pacific Northwest from our waterfront hotel in Renton, Washington. Hyatt Regency Lake Washington at Seattle's Southport offers luxurious rooms and modern amenities in a lush lakefront setting, with easy access to downtown Seattle, Bellevue, Sea-Tac International Airport and Mount Rainier National Park. Families and business travelers will enjoy the natural serenity and plush accommodations at our lakefront hotel in Renton. 

Transportation

Registrants are responsible for their own transportation to and from the seminar. 
 
Air Travel - The Hyatt Regency Lake Washington at Seattle's Southport is located approximately 9 miles from Seattle-Tacoma International Airport (SEA). 
 
Ground Transportation - The Hyatt does not have a courtesy shuttle to/from the airport.  Taxi, Uber/Lyft, and other share ride services are available.    
Parking at Hyatt - The hotel offers both Self-Parking and Valet Parking. 
  • Self-Parking = 8-12 Hours = $16
  • Valet Parking = 7-8 Hours = $27 and 8-24 hours = $45/day 
Please note: TEI does not validate or have discounted parking for registrants. The above rates are accurate as of the time of this posting.
 
 

Cancellation and Substitution Policy

Cancellation Policy: All cancellations must be made in writing by 4:00 pm ET on April 18, 2025, and will be subject to an administrative service charge of $75 (U.S.); for cancellations after April 18, 2025 and before April 25, the charge will be $200 (U.S.) No refunds will be made for cancellations received after April 25 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.).
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