Tax Executives Institute (TEI) - Pittsburgh Chapter

TEI Pittsburgh Chapter Members - please remember to sign up for the next Wednesday, March 12th event, regarding the research tax credit and capitalization. Optimizing your R&D Credit using Today’s Technology and Recent R&D updates and cases Who:?Peter Green and Jason Massie from Massie R&D Tax Credits and Matthew Lerner and Nathan Clukey from Sidley Austin LLP When:??Wednesday, March 12, 2025 Time:?8:30am-9am Registration and Breakfast, 9am to 12:30pm CPE,?Lunch and networking to follow. Where:?Engineers Society of Western PA, 337 Fourth Ave, Pittsburgh, PA?15222 Cost:?Free to TEI Members:?$25 for all others (non-refundable)? Registration:?https://eswp.com/tei/

Seattle is calling, and the future of tax technology awaits! Join us for TEI’s 7th Annual Tax Technology Seminar, May 5-7, 2025, in Seattle, Washington—a full 3-day program packed with tax technology transformation topics, hands-on learning opportunities, and ample chances to connect and engage with attendees and experts. ?? Explore how tax transformation with technology and data enablement is reshaping the industry, from tried-and-true solutions like ETL and APIs to cutting-edge advancements in GenAI and AI Agents. ?? Gain practical insights from experts in tax technology and automation, and take part in discussions designed by and for in-house professionals—whether you’re just getting started or leading the charge in tax tech transformation. ?? Engage in learning focused on tool capabilities, automation use cases, adoption strategies, and lessons learned from peers and experts. ?? Plus, connect with fellow attendees at our attendee meet-up, a dedicated space to exchange challenges, successes, and insights. Don’t miss this opportunity to be at the forefront of tax technology! Register today and take advantage of a 20% discount for additional registrants from the same company: https://lnkd.in/eQbk9Qdv #tei #tts25 #teitaxtechnology #techenablement #techempowerment #taxtechnology #dataforward #taxtransformation #futuretaxdept

Region IV/V TEI Member Confrence – Sandusky, OH When:??Wednesday, June 18 – Friday, June 20th Where:?Sandusky, OH Further Details are included in the attached email.?Be sure to register by this Saturday, February 15th for the early bird rate Register for the Conference:?https://lnkd.in/ggzqQNNz [app.memberplanet.com] Accommodations:?Saw Mill Creek Resort ? Register online at: https://lnkd.in/ewzkxkYx [https://lnkd.in/e7RHExAE] ? Use Group Code - TEI2025 ? Central Reservations phone number: 1-800-237-8386 or 1-419-627-2106

State and Local Full Day Seminar - Wednesday, April 30th Who:?Presented by Forvis Mazars When:??Wednesday, April 30, 2025 Time:?8:15am-8:30 Registration and Breakfast, 8:30am –4pm CPE and Lunch Where:?Engineers Society of Western PA, 337 Fourth Ave, Pittsburgh, PA?15222 Cost:?Free to TEI Members:?$25 for all others (non-refundable)?? Registration:?https://eswp.com/tei/ [eswp.com] Topics Covered i. State Tax “Hot Topics” & Legislative Update ii. State Diligence in Transactions iii. C Corp and Federal Tax Update iv. State Credits and Incentives v. Accounting for Income Taxes

Optimizing your R&D Credit using Today’s Technology and Recent R&D updates and cases?- Wednesday, March 12th Who:?Peter Green and Jason Massie from Massie R&D Tax Credits and Matthew Lerner and Nathan Clukey from Sidley Austin LLP When:??Wednesday, March 12, 2025 Time:?8:30am-9am Registration and Breakfast, 9am to 12:30pm CPE,?Lunch and networking to follow.? Where:?Engineers Society of Western PA, 337 Fourth Ave, Pittsburgh, PA?15222 Cost:?Free to TEI Members:?$25 for all others (non-refundable)? Registration:?https://eswp.com/tei/ [eswp.com]

Tee Off at TopGolf for a Non-Income Tax Bash on Thursday, March 27th! Who:?DuCharme, McMillen & Associates (DMA) presented by Bill Faulkner, Chris Condon, Catie Budzowski, Steve Votaw, Brandon Saalfrank, Alex Myers, Rob Mandeville, and Randy Stack When:??Thursday, March 27, 2025 Time:?12:45pm-1pm Registration, 1pm-4:30pm CPE,?Golf Bays, Appetizers, and networking to follow 4:30-6:30pm.? Where:?Top Golf Bridgeville, 400 Presto-Sygan Road, Bridgeville, PA 15017 Cost:? Free to TEI Members; $25 for all others (non-refundable). Registration:?https://eswp.com/tei/ [eswp.com] - Registration closes on March 20th. Topics Covered i. Property Taxation: Current Trends and Personal Property Taxes ii. Preparation and Management of Sale/Use tax Audit iii. Unclaimed Property Tax iv. Excise Tax

The Annual Pittsburgh Joint Tax Meeting was a huge success. Mary Duffy led a great presentation! Thank you to Andersen and Maria Stromple, CPA, MST for the leadership necessary to pull everything together. 2025 will certainly be an interesting year for tax and we are all better prepared for the changes ahead.

Seattle is calling, and the future of tax technology awaits! Join us for TEI’s 7th Annual Tax Technology Seminar, May 5-7, 2025, in Seattle, Washington—a full 3-day program packed with tax technology transformation topics, hands-on learning opportunities, and ample chances to connect and engage with attendees and experts. ?? Explore how tax transformation with technology and data enablement is reshaping the industry, from tried-and-true solutions like ETL and APIs to cutting-edge advancements in GenAI and AI Agents. ?? Gain practical insights from experts in tax technology and automation, and take part in discussions designed by and for in-house professionals—whether you’re just getting started or leading the charge in tax tech transformation. ?? Engage in learning focused on tool capabilities, automation use cases, adoption strategies, and lessons learned from peers and experts. ?? Plus, connect with fellow attendees at our attendee meet-up, a dedicated space to exchange challenges, successes, and insights. Don’t miss this opportunity to be at the forefront of tax technology! Register today and take advantage of a 20% discount for additional registrants from the same company: https://lnkd.in/eQbk9Qdv #tei #tts25 #teitaxtechnology #techenablement #techempowerment #taxtechnology #dataforward #taxtransformation #futuretaxdept

TEI Pittsburgh Chapter Members, The TEI joint meeting dinner with ATS is two weeks away on February 19th at 5:30 p.m. Please register if you would like to attend (final notice). Tom

2025 Tax Executives Institute - Wednesday, February 19th - Joint Meeting w/ATS, PTC & ACBA TEI Pittsburgh Members, The Allegheny Tax Society (ATS) hosts a joint meeting each year to which they invite the Tax Executives Institute and Pittsburgh Tax Club to attend. The Joint Meeting is on Wednesday, February 19, 2025 at the esteemed Duquesne Club in Downtown Pittsburgh. ?The Joint Meeting is open to members of the Allegheny Tax Society, Tax Executives Institute, Pittsburgh Tax Club and Allegheny County Bar Association Tax Section.?ATS is pleased to welcome Mary Duffy, Managing Director and Head of US National Tax Practice and member of Andersen’s US Board of Directors, as the guest speaker.?Mary will be discussing tax policy, legislative and regulatory changes. The event details: Tax Policy: What to Expect in 2025 and Beyond Duquesne Club Cocktails 5:30 pm to 6 pm (Patio Room) Presentation 6:00 pm to 7 :00 pm (Founders Room) Dinner 7:00 pm to 8:30 pm (Founders Room) Please RSVP to Allegheny Tax Society using the links below to make your payment and dinner selection. RSVP no later than February 10th. The cost for ATS nonmembers is $150. Allegheny Tax Society Jt Meeting - Fish https://lnkd.in/eFkJgJVz Allegheny Tax Society Jt Meeting - Chicken https://lnkd.in/emAjutBg Allegheny Tax Society Jt Meeting - Veg https://lnkd.in/eCqCxWr5 For those attending the Allegheny Joint Tax meeting on February?19th both CLE and CPE will be issued. Thanks, Thomas Slowey (Vitro) & Maria Stromple, CPA, MST (Andersen)