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"Tax Executives Institute, Inc. (TEI) is a professional organization of business executives who are responsible for taxation matters on an administrative or policy-making level, or whose work is otherwise primarily concerned with the problems of business taxation." - Tax Executives Institute

COVID-19 May Tax School Cancellation

Dear Fellow TEI Member and/or Tax School Participant,

It is with great sadness that we are announcing the cancellation of the May Session of the Houston Tax School for the Houston Chapter of Tax Executives, Inc.   However, based on the current COVID -19 guidance from the city, county, state and national authorities, the Board determined that it would be unable to ensure these events could safely occur and thus it is in the best interests of our members, Tax School participants and sponsors to cancel these events,  Additionally, it is becoming increasingly apparent that it is unlikely that the Houston Chapter would be able to have the nationally recognized speakers at our events that our attendees expect due to existing travel and/or meeting restrictions.

If you have paid for a session of the May Tax School which is impacted by this cancellation, you have the following options:

  1. Do nothing and the registration will roll forward to a future event (e.g., a paid registration for May Tax School can be applied to a session of Tax School in either February or May of 2021); or


  2. Email Patty Junkins at by May 15, 2020 and request a refund. Such email should include: your name; the name to whom refund check should be made; mailing address; amount of refund requested; sessions registered.

If your company registers multiple participants at a time, we would request that the company make a single determination for all of its participants to simplify the refund process. We appreciate your patience as we work through these requests.


As always, if you have any questions/comments, please don’t hesitate to reach out and ask any current board member or alternatively, you can email me at


As most of you have already received your notice to renew your TEI national membership dues, please keep in mind that you will also be receiving a notice that it is time to pay your Houston Chapter Tax Executives Institute Pre-Bill in the amount of $225.

This bill is separate and apart from your national dues and is optional, but it allows you to attend a myriad of Houston events without having to make any additional payments when you register. The pre-bill is intended to save the local members both time and money.

Benefits of the Pre – Bill


Attendance to all monthly Houston Chapter TEI meetings - 9 per Year $315.00
Substitutes are allowed for this meeting only
Without Pre-Bill cost is $35 per month
Attendance to any Roundtable including: 420.00
IRS Practice and Procedures, International, State and Local, Woodlands
Without Pre-Bill cost is $35 per meeting – assume 12 meetings
Networking Events
Past events have included Houston Rockets and / or Astros 250.00
TEI Annual Holiday Party (not to be missed!) 300.00
No monthly expense reports to file Priceless
Total of All Events $1285.00
Less Pre-Bill $225.00
Savings $1060.00


If you have any questions regarding this pre-bill, please contact Mark Hennen at or any of other the board members.

Both TEI National and the Houston Chapter operate on a July 1st to June 30th fiscal year. This is why the National Dues and the Annual Pre-Bill timing also coincide.

To choose your Pre-Bill option now, login to the Houston Chapter website, click Manage Profile on the right hand navigation bar, click Memberships near the bottom of the Manage Profile page, and then click "Securely renew your membership now” and you will have two pre-bill options available. "DECLINE” costs nothing now, but you will have to pay for events ala carte. "ACCEPT” will allow you to pay $225 now and enjoy the benefits of a "season pass" to regular events for the fiscal year. (Tax School sessions are not included.)

A 30 day grace period will be in effect. During this time, whichever choice you made for last year is still in effect until you make your new choice. After 30 days, the system will require you to choose one of the two options.

Note: The Houston Chapter website is hosted by a third-party service that does not allow us to change the words "Securely renew your membership now” to "Choose an option for the Annual Pre-Bill” and this has led to confusion in the past. We hope by providing abundant communication that we can mitigate the issue.

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Tax Executives Institute – Houston Chapter | 12335 Kingsride Lane #144 | Houston, TX 77024-4116