Eligible non-members who register will receive a year of membership for free!
*Eligible applicants must meet all membership eligibility requirements found on the tei.org website Tax Executives Institute, Inc. (tei.org)
We are thrilled to bring the power of TEI and our network, education, and community back to the Big Easy! The TEI New Orleans chapter is relaunching as the TEI Gulf States Chapter!
Please join us as we host our first in-person event in several years on Wednesday, April 19, 2023. This full day of CPE event will include a full slate of presentations, breakfast, lunch and our keynote speakers Kevin Richard, Secretary of Revenue and Luke Morris, Deputy Secretary who will offer a presentation on current department initiatives and pending legislation in the 23 Regular. Registrants will gain broad-based knowledge of tax credits and tax initiatives, research and development credits, IRC 174 topics, tax technology, and the latest on federal and state and local tax issues.
Close out the evening with a happy hour amongst your fellow tax professional colleagues. We hope to see you there!
Working Agenda HERE
1. Mitch Trager, Senior Tax Manager, FORVIS
2. Bob Maida, Tax Managing Director, KPMG
3. Grady Fitzpatrick, Managing Director, Location Analysis and Incentives, Maxis Advisors
4. Andrew Prior, Managing Director – Washington National Tax Services Tax Policy Services, PwC
5. Beth Tucker, Managing Director, Tax Controversy and Regulatory Services, PwC
6. Allison Plaisance, Managing Director, Business Tax Advisory (BTA), Ernst & Young LLP
7. Christopher Groves, Managing Director, KPMG
8. Stephen Spiers, Managing Director, Tax, KPMG
Reminder: 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.
Cancellation/Refund Policy: No refunds will be made for cancellations received after April 14, 2023 or for no-shows. To cancel, please email firstname.lastname@example.org
CPE Credit Information: Tax Executives Institute is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of “group internet based” continuing professional education on the National Registry of CPE Sponsors.
Date: April 19, 2023 / Time: 9:15 am – 5:00 pm (ET)
Delivery Method: Group Live
Program Level: Overview
Field of Study: Taxes
Advanced Preparation: No advanced preparation required.
CPE Credits possible: 6 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 email@example.com. 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
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 Annual Conference 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.