Liaison Meeting

TEI Holds U.S. Congressional Liaison Meetings

On May 1–2, 2019, a delegation of Executive Committee and Tax Reform Task Force members assembled in Washington, D.C., for the Institute’s first set of congressional liaison meetings since the late 1990s.

TEI Holds 2018 Liaison Meetings with Canada Revenue Agency and Department of Finance

On December 4–5, 2018, a delegation of Canadian Income Tax Committee members assembled in Ottawa, Ontario, for TEI’s annual liaison meetings with representatives of the Canada Revenue Agency and Department of Finance

TEI Participates in Annual IRS and Treasury Department Liaison Meetings

On February 28 and March 1, 2019, TEI participated in its annual liaison meetings with senior officials from the IRS and Treasury’s Office of Tax Policy.

Canada Revenue Agency Responds to TEI’s Questions from 2016 and 2017 Commodity Tax Liaison Meetings

On November 15, 2016 and December 5, 2017, a delegation of Canadian Commodity Tax Committee members assembled in Ottawa, Ontario, for TEI’s annual liaison meetings with representatives of the Canada Revenue Agency. The Canada Revenue Agency has issued their responses to TEI’s commodity tax liaison meeting questions, which cover a range of important tax law, policy, and administration issues.

Canada Revenue Agency and Department of Finance Respond to TEI’s Questions from December 2017 Liaison Meetings

On December 5–6, 2017, a delegation of Canadian Income Tax Committee members assembled in Ottawa, Ontario, for TEI’s annual liaison meetings with representatives of the Canada Revenue Agency and Department of Finance.

TEI Holds 2017 Liaison Meetings with Canada Revenue Agency and Department of Finance

On December 5–6, 2017, a delegation of Canadian Income Tax Committee and Canadian Commodity Tax Committee members assembled in Ottawa, Ontario, for TEI’s annual liaison meetings with representatives of the Canada Revenue Agency and Department of Finance.

Regions VI & VII Hold Annual Liaison Meeting with IRS Executives

Members from Regions VI & VII convene in Houston, Texas, for a wide-ranging and candid dialog with senior IRS officials.

TEI Advocates Need to Update State Statutes Governing the Reporting Federal Income Adjustments at the National Conference of State Legislatures Meeting

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 the National Conference of State Legislatures (NCSL) Taskforce on State and Local Taxation. The panel discussed the need for state legislators to update state statutes governing the reporting of federal income adjustments, noting the problems with current state statutes and the lack of uniformity among states.

TEI Meets with State Commissioners at the Federation of Tax Administrators Midwinter New Commissioners Meeting

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 country. Pilar was invited to provide an overview of TEI’ mission, organization, and anticipated state and local tax priorities for 2017.

TEI Urges the Multistate Tax Commission to Update its Model Statute Governing the Reporting of Federal Income Adjustments

On December 14, 2016, TEI Tax Counsel Pilar Mata, along with Nikki Dobay of the Council on State Taxation (COST), presented at the Multistate Tax Commission’s (MTC) Fall Meeting and urged the MTC’s Uniformity Committee to undertake a project updating its 2003 model statute governing the reporting of federal income adjustments.  Pilar and Nikki noted the problems with current state statutes and the lack of uniformity among states.  They also maintained now would be opportune to update the 2003 model statute because states will soon need to consider how to update their reporting statutes to r

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