TEI calendar for 2005-2006 set: reprises seminars on financial reporting and IRS audits and appeals, plans programs on dividend repatriation, partnerships, and advanced international tax issues.

Tax Executives Institute's Continuing Education Committee has set the organization's education calendar for the coming year. In addition to introductory courses on state and local, international, and federal tax and its Annual and Midyear Conferences, the Institute will hold six seminars on topics ranging from the new repatriation of dividends provision to partnerships and joint ventures. In addition, a telephone seminar has already been scheduled on the repatriation of dividends (June 16) and a second has been scheduled on the proposed dual consolidated loss regulations (July 27). Finally, beginning in September, TEI will host regular "Third Thursday Briefings" (via telephone or webconference) to address late-breaking, time-sensitive topics.

TEI's Continuing Education Committee chair Mike Boyle noted that the educational offerings for the next year offer an unusually rich and diverse number of topics for busy tax executives. "We traditionally have not held seminars in July," he explained, "but we discerned a pressing need for a program discussing the practical ramifications of the new repatriation provision. Hence, we're having a oneday seminar entitled Bring the Cash Home: Successfully Navigating the Repatriation Provisions of Section 965. Given the time-sensitive nature of the new rules, we believed it important to get this information into our members' hands as soon as possible."

Building upon the success of this year's educational program, Mr. Boyle stated that TEI will repeat two seminars from the current year--a September redux of a highly successful financial reporting seminar and an April program on IRS audits and appeals. "The Federal Tax Committee's financial reporting program held last year," he said, "was an outstanding success, and we committed at the time to hold a second one as soon as possible. In addition, TEI's popular audits and appeals seminar has been a mainstay of our educational calendar for more than two decades." Both these programs may well sell out, he predicted.

New offerings this year include a November seminar on international planning issues and a February program on partnerships, joint ventures, and LLCs. In addition, a seminar focused on topics important to the senior tax executive will be held in May.

Mr. Boyle (who will serve as TEI's 2005-2006 President) also called attention to the Institute's Annual Conference, which will be held in October in San Diego. "The program will be on the website within a few weeks," he said. Planning topics such as the new section 199 domestic manufacturing deduction, the stock basis rules, and the use of built-in losses--coupled with administrative issues such as the IRS's new audit and efiling initiatives and the changes to Circular 230, as well as updates on Section 404 of Sarbanes-Oxley Act and state and local and international tax developments--will provide members and their staff with some tough choices concerning which session to attend, he added.

"All in all, we have an outstanding year ahead of us for the general tax practitioner or the subject-matter specialist," Mr. Boyle concluded.

TEI's calendar is printed below. Information on location and fees will be distributed to the membership later this summer.

2005

July 11-15        Federal Tax Course-Level II (Indianapolis)
July 91           International Tax: Bring the Cash Home:
                  Successfully Navigatins the Repatriation
                  Provisions of Section 965 (Chicago)
August 22-26      International Tax Course (Indianapolis)
September 22-23   Financial Reporting Seminar (Chicago)
October 23-26     Annual Conference (San Diego)
November 17-18    International Tax Planning Seminar (Chicago)

2006

February 16-17    Federal Tax: Partnerships, Joint Ventures, and LLCs
                  (Phoenix)
March 26-29       Midyear Conference (Washington, D.C.)
April 20-21       IRS Audits & Appeals Seminar (Las Vegas)
April 30-May 5    Federal Tax Course Level I (East Lansing, Michigan)
May 18-20         Senior Tax Executive Conference (Location TBD)
Week of June 12   State & Local Tax Course (Location TBD)
July 17-21        International Tax Course (Location TBD)
August 21-25      Federal Tax Course-Level II (Location TBD)