Event Description
For more than 45 years, TEI’s week-long courses have been a cornerstone in the training of rising in-house tax professionals. These moderately priced courses are well attended because they pay for themselves may times over and are widely considered the best value for company dollars spent on training.
TEI's Federal Tax Course – Level 1 is designed for individuals with less than five years’ corporate tax experience in federal matters and features a best-in-class faculty and unparalleled networking opportunities. By attending this course, in addition to the in-depth education, you'll also experience TEI's vast network of business tax professionals.
In planning each year’s course, members of TEI’s Federal Tax Committee carefully review the participant evaluations from prior years and make changes as warranted. For instance, to give participants a more complete overview of the functions of corporate tax departments, the Committee recently added State Corporate Income Tax Compliance – A Framework. That session complements the federally-focused Overview of the Taxation of Corporations and Shareholders, Introduction to Partnership Taxation, Income Tax Accounting – Methods, Periods, and Hot Topics, Capital Asset Recovery (Depreciation, Amortization, Gain, and Loss), among others, as well as Fundamentals of Financial Accounting for Income Taxes (ASC 740-10). And while the course retains its basic structure, the faculty have updated the materials for changes in the applicable laws, regulations, procedural guidance, and judicial decisions.
Registrants should plan to arrive in Atlanta and check into the Georgia Tech Hotel & Conference Center after 4:00 pm on Sunday, May 18. The course will begin at 8:00 am on Monday, May 19, and conclude at 12:00 pm on on Friday, May 23.
- Overview of the Taxation of Corporations and Shareholders
- Income Tax Accounting – Methods, Periods, and Hot Topics
- Fundamentals of Financial Accounting for Income Taxes (ASC 740-10)
- State Corporate Income Tax Compliance – A Framework
- Business Chemistry & Effective Communication
- Capital Asset Recovery (Depreciation, Amortization, Gain, and Loss)
- Taxation of Financial Instruments & Hedging (NEW!)
- Introduction to Partnership Taxation
- Tax Treatment of Research and Experimental Expenditures
- Uniform Capitalization/Inventory Accounting Rules
- Fundamentals of U.S. International Taxation
- Tax Technology – Integrating Tax with Microsoft Office 365
- Taxation of Employee Benefits
Registration will open soon. A complete agenda will be available in early 2025. The four and a half day course will begin at 8:00 am on Monday, May 19 and end at 12:00 pm on Friday, May 23.
CPE/CLE Information
CPE Credit Information: Tax Executives Institute Education Foundation is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of “group live based” continuing professional education on the National Registry of CPE Sponsors.
Date: May 19-23, 2025
Delivery Method: Group Live
Program Level: Overview
Prerequisites: None
Field of Study: Taxes
Advanced Preparation: No advanced preparation required.
CPE Credits possible: Approximately 31.0 CPE credits based on a 50-minute hour.
State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. To submit a complaint about a specific program, speaker or content, please CLICK HERE. Complaints regarding sponsors may be addressed to National Registry of CPE Sponsors, 150 Fourth Avenue North, Ste. 700, Nashville, TN 37219-2417. Website: www.nasbaregistry.org
CPE certificates will be emailed out within 3 weeks of the completion of the course.
Registration
Eligibility - This course is open to members of TEI and other in-house tax professionals. (Individuals engaged in private law, accounting, or other consulting practice, as well as government employees, are ineligible to attend.)
Registration Fees:
Full Course Registration (1st person from your organization):
Early-Bird Discounted Rates – Register by May 17, 2024
TEI Member - With Lodging = $2,750
TEI Member - No Lodging = $2,400
Non-member - With Lodging = $2,900
Non-member - No Lodging = $2,500
TEI Member - No Lodging = $2,400
Non-member - With Lodging = $2,900
Non-member - No Lodging = $2,500
Regular Rates – Register after May 17, 2024
TEI Member - With Lodging = $2,950
TEI Member - No Lodging = $2,600
Non-member - With Lodging = $3,100
Non-member - No Lodging = $2,700
TEI Member - No Lodging = $2,600
Non-member - With Lodging = $3,100
Non-member - No Lodging = $2,700
TEAM Discount - TEI is offering a Team Discount for companies that would like to send multiple registrants from the same company. To take advantage of this discount, please select “Subsequent Registrant” during the registration process for the second and subsequent registrants from your organization to receive the discounted rates. You must have one registrant at the Full Course Registration fees to earn the second and subsequent registrants the discount.
Early-Bird TEAM Discounted Rates – Register by May 17, 2024
TEI Member - With Lodging + TEAM Discount = $2,400
TEI Member - No Lodging + TEAM Discount = $2,000
Non-member - With Lodging + TEAM Discount = $2,500
Non-member - No Lodging + TEAM Discount = $2,100
TEI Member - No Lodging + TEAM Discount = $2,000
Non-member - With Lodging + TEAM Discount = $2,500
Non-member - No Lodging + TEAM Discount = $2,100
Regular Rates – Register after May 17, 2024
TEI Member - With Lodging + TEAM Discount = $2,600
TEI Member - No Lodging + TEAM Discount = $2,200
Non-member - With Lodging + TEAM Discount = $2,700
Non-member - No Lodging + TEAM Discount = $2,300
TEI Member - No Lodging + TEAM Discount = $2,200
Non-member - With Lodging + TEAM Discount = $2,700
Non-member - No Lodging + TEAM Discount = $2,300
Group Registration - If you need to register a group of people from your organization or someone other than yourself, please download and fill out a registration form for each person. Scan and send the forms with payment to meetings@tei.org.
Member rates are available to TEI members only. Member benefits, such as member pricing, are not transferrable to non-members.
Need to renew? Visit www.tei.org, login, and select "Membership Expired -- Rejoin Today" above your profile.
Not a TEI member? Learn more about the benefits of membership and join today to save on this event and gain access to all TEI member benefits and TEI educational offerings.
REMINDER: TEI Events are open to members of TEI and other in-house tax professionals only. Individuals engaged in private law, accounting, or other consulting practice are eligible to attend. Government employees are also ineligible to attend.
Accommodations
Your full conference registration (with Lodging) includes five nights at the Georgia Tech Conference Center Hotel in Atlanta, Georgia. Your reservation will be made with check-in after 3:00 pm on Sunday, June 16th and departure at 12:00 pm on Friday, June 21, 2024.
TEI will have the room and tax charges placed onto our master account, however you will be asked for a credit card upon check-in to cover incidentals (room service, parking, etc.)
Georgia Tech Conference Center
800 Spring Street, NW
Atlanta, GA 30308
http://apps.atl.com/passenger/groundtransportation/default.aspx
Transportation
Registrants are responsible for their own transportation to and from the Course. The closest airport is Hartsfield-Jackson Atlanta International Airport (ATL).
Cabs and shared ride services (Uber, Lyft, etc.) are available at Hartsfield-Jackson International Airport as well.
For airport transportation information - CLICK HERE.
Cancellation and Substitution Policy
Cancellation Policy
All cancellations must be made in writing by May 2, 2025, and will be subject to an administrative service charge of $75 (U.S.); for cancellations after May 2, 2025, and before May 9, the charge will be $200 (U.S.). No refunds will be made for cancellations requested after May 9, 2025, or for no-shows. TEI encourages registrants or their employers to send a substitute to avoid this cancellation penalty. Cancellations must be requested by email to meetings@tei.org. Cancellation of the Course
All cancellations must be made in writing by May 2, 2025, and will be subject to an administrative service charge of $75 (U.S.); for cancellations after May 2, 2025, and before May 9, the charge will be $200 (U.S.). No refunds will be made for cancellations requested after May 9, 2025, or for no-shows. TEI encourages registrants or their employers to send a substitute to avoid this cancellation penalty. Cancellations must be requested by email to meetings@tei.org.
Refunds of credit card registrations, less administrative charge, will be made to the purchaser’s credit card account.
Substitution Policy
Substitutions will be permitted for registrants who are unable to attend the course. To request a substitution, please email meetings@tei.org with the names of the registrant and his or her substitute. The substitution fee is $50 per registrant.
In the event the conference must be cancelled, TEI’s liability is limited to the return of the registration fee.
TEI’s Federal Taxpayer ID Number is 52-0239291. In accordance with section 274(n) of the Internal Revenue Code, registrants are notified that that the portion of the seminar registration fee attributable to food and beverage is $600 (U.S.).