Liaison Meetings

On May 12, 2016, TEI's State and Local Tax Committee had the opportunity to discuss two of TEI's state and local tax policy statements at the Multistate Tax Commission's Executive Committee meeting. TEI discussed the need to standardize the timing, triggers, and format for reporting federal revenue changes to state governments and best practices for audit procedures, as outlined in TEI's "Reporting Federal Income Tax Changes" and "Audit Procedures" policy statements. Committee member Richard O'Connor and TEI Tax Counsel, Pilar Mata, attended the meeting.

On April 28, 2016, TEI's State and Local Tax Committee held a liaison meeting with Connie Beard, the Director of the Illinois Department of Revenue. TEI discussed the need to standardize the timing, triggers, and format for reporting federal revenue changes to state governments, as outlined in the State and Local Tax Committee's policy statement on "Reporting Federal Income Tax Changes." Committee member Cathleen Stevens and TEI Tax Counsel, Pilar Mata, attended the meeting.

On November 20, 2015, a delegation from TEI's State and Local Tax Committee had a liaison meeting with the Federation of Tax Administrators' Board of Trustees, which is comprised of 20 commissioners of revenue for various states. TEI discussed the need to standardize the timing, triggers, and format for reporting federal revenue changes to state governments, as well as best practices for audit procedures.

On November 17-18, 2015, representatives from Tax Executives Institute, led by 2015-2016 Vice President for Canadian Affairs Lynn Moen, met with officials from Canada Revenue Agency and the Canadian Department of Finance to discuss tax policy and administrative matters.

The agendas for the meetings on income tax matters were prepared by the Institute's Canadian Income Tax Committee, whose 2015-2016 chair is Grant L. Lee of HSBC Bank Canada. John Schoenecker of the Institute's legal staff coordinated the preparation of its agendas.

On February 26-27, 2015, a delegation from Tax Executives Institute met with the Commissioner of Internal Revenue, John Koskinen, and senior officials of the Internal Revenue Service and with the Treasury Department’s Assistant Secretary for Tax Policy, Mark Mazur, and senior officials of Treasury’s Office of Tax Policy. Summaries of the meetings are provided below.

On November 18-19, 2014, representatives from Tax Executives Institute, led by 2014-2015 President Mark C. Silbiger and 2014-2015 Vice President for Canadian Affairs Paul T. Magrath, met with officials from Canada Revenue Agency and the Canadian Department of Finance to discuss tax policy and administrative matters.

On June 4-5, 2014, a delegation from Tax Executives Institute met with the Commissioner of Internal Revenue, John Koskinen, and senior officials of the Internal Revenue Service and with the Treasury Department’s Assistant Secretary for Tax Policy, Mark Mazur, and senior officials of Treasury’s Office of Tax Policy. The agendas and minutes from the meetings are provided below.

On December 3-4, 2013, representatives from TEI, led by 2013-2014 Vice President for Canadian Affairs Shiraz J. Nazerali, met with officials from Canada Revenue Agency and the Canadian Department of Finance to discuss tax policy and administrative matters.

On December 4-5, 2012, a delegation of members from TEI's Income and Commodity Tax Committees met with representatives from Canada Revenue Agency and the Department of Finance in annual liaison meetings.

On December 6-7, 2011,TEI President David Penney and David Daubaras, the Institute's Vice President for Canadian Affairs, led a delegation of members in the 2011 liaison meetings with the Canada Revenue Agency (CRA) and the Department of Finance. The agendas for the separate meetings on income and excise (GST and Customs) tax matters were prepared under the aegis of TEI's Canadian Income and Commodity Tax Committees, whose chairs are Carmine A. Arcari and Kim N. Berjian, respectively.

Income Tax Matters