Liaison Meeting

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 sta

On November 15-16, 2016, representatives from Tax Executives Institute, led by 2015-2016 International President for Janice Lucchesi, 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 2016-2017 chair is Paul Magrath of AstraZeneca Canada, Inc. John Schoenecker of the Institute's legal staff coordinated the preparation of its agendas.

On August 9, 2016, a delegation from TEI's Philadelphia Chapter met with representatives from the Pennsylvania Department of Revenue. The delegation addressed taxpayer concerns arising from the Department's new corporation tax systems and procedures, such as gaps between assessments of tax, interest, and penalties; failure to notify taxpayers when an amended return or RAR adjustment has been accepted or rejected; and difficulties determining the basis for assessments.

On June 14, 2016, members from Regions VI and VII enjoyed a wide-ranging and insightful discussion with local and national LB&I executives at the University of Illinois Business Center in Chicago, Illinois. Special congratulations and thanks go out to Region VI leadership, notably RVP Janet Kreilein, who led the planning and organization of this year’s event. LB&I’s recent restructuring and the reengineering of its examination process fostered a lively conversation benefitting both TEI members and LB&I officials.

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 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 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.