Event Description
Date – January 9, 2023 – February 28, 2023
Format – Simulive (Virtual Simulated Live Sessions)
Format – Simulive (Virtual Simulated Live Sessions)
Registration is now open!
Event Description
The Federal Tax Course – Level 1 builds upon the Institute’s success in educating tax professionals on the fundamentals, challenges, and opportunities present in federal taxation.
In planning the course curriculum, members of TEI’s Federal Tax Committee carefully review the participant evaluations from prior years and make changes as warranted, taking into account changes in the applicable laws, regulations, procedural guidance, and judicial decisions.
Designed for in-house tax professionals with five or fewer years of experience the course covers the central concepts of U.S. taxation, including sessions addressing:
- Income Tax Accounting – Methods, Periods, and Hot Topics
- State Corporate Income Tax Compliance – A Framework
- Capital Asset Recovery (Depreciation, Amortization, Gain, and Loss)
- Tax Treatment of Research and Experimental Expenditures
- Fundamentals of U.S. International Taxation
- And more
The sessions feature a world-class faculty, and a practical and succinct perspective presented in a virtual “Simulive Edition” of the in-person Federal Tax Course – Level 1 which was conducted in the Spring of 2022. We are airing the sessions in a Simulive format, which means we will replay the recorded sessions from the in-person Course and will have session speakers on hand to answer questions through chat and live Q&A. Each Simulive session will qualify for CPE credit depending on length of session, with a maximum total of 33 CPE hours offered.
Federal Tax Course – Level 1 Simulive Edition registrants will also receive on-demand access to the recorded sessions at the conclusion of the Simulive seminar on February 28, 2023. Please note that CPE is not available for on-demand viewing of the sessions.
Agenda (All times are Eastern Standard Time)
Overview of the Taxation of Corporations and Shareholders
- January 9, 2023 - 11:00 am - 12:15 pm (part 1 of 4) | 1:00 pm - 2:15 pm (part 2 of 4)
- January 10, 2023 - 11:00 am - 12:15 pm (part 3 of 4) | 1:00 pm - 2:15 pm (part 4 of 4)
Income Tax Accounting – Methods, Periods, and Hot Topics
- January 17, 2023 - 11:00 am - 12:15 pm (part 1 of 4) | 1:00 pm - 2:15 pm (part 2 of 4)
- January 18, 2023 - 11:00 am - 12:15 pm (part 3 of 4) | 1:00 pm - 2:15 pm (part 4 of 4)
Michael Resnick | Associate, Eversheds Sutherland (US) LLP
Fundamentals of Financial Accounting for Income Taxes (ASC 740-10)
- January 23, 2023 - 11:00 am - 12:15 pm (part 1 of 4) | 1:00 pm - 2:15 pm (part 2 of 4)
- January 24, 2023 - 11:00 am - 12:15 pm (part 3 of 4) | 1:00 pm - 2:15 pm (part 4 of 4)
Garrett Van Houtteghem | Senior Tax Manager, Grant Thornton LLP
Taxation of Financial Instruments & Hedging
- January 30, 2023 - 11:00 am - 12:30 pm (part 1 of 1)
Bob Leonard | Senior Manager, Ernst & Young LLP
State Corporate Income Tax Compliance – A Framework
Daniel De Jong | Senior Manager, KPMG LLP
- January 31, 2023 - 11:00 am - 12:15 pm (part 1 of 2) | 1:00 pm - 2:15 pm (part 2 of 2)
Daniel De Jong | Senior Manager, KPMG LLP
Capital Asset Recovery (Depreciation, Amortization, Gain, and Loss)
Gregory Lameti | Senior Tax Manager, Deloitte Tax LLP
- February 6, 2023 - 11:00 am - 12:30 pm (part 1 of 2) | 1:00 pm - 2:30 pm (part 2 of 2)
Gregory Lameti | Senior Tax Manager, Deloitte Tax LLP
Tax Treatment of Research and Experimental Expenditures
Christopher Makris | Managing Director, Tax, Deloitte Tax LLP
- February 7, 2023 - 11:00 am - 12:15 pm (part 1 of 2) | 1:00 pm - 2:15 pm (part 2 of 2)
Christopher Makris | Managing Director, Tax, Deloitte Tax LLP
Uniform Capitalization/Inventory Accounting Rules
Kevin Eidsmo | Manager, Tax, KPMG LLP
- February 13, 2023 - 11:00 am - 12:45 pm (part 1 of 1)
Kevin Eidsmo | Manager, Tax, KPMG LLP
Taxation of Employee Benefits
Steven Johnson | Partner, Morgan, Lewis & Bockius LLP
- February 14, 2023 - 11:00 am - 12:15 pm (part 1 of 2) | 1:00 pm - 2:15 pm (part 2 of 2)
Steven Johnson | Partner, Morgan, Lewis & Bockius LLP
Introduction to Partnership Taxation
- February 21, 2023 - 11:00 am - 12:15 pm (part 1 of 3) | 1:00 pm - 2:15 pm (part 2 of 3)
- February 22, 2023 - 11:00 am - 12:15 pm (part 3 of 3)
Jeffrey Gerarde | Senior Director, Alvarez & Marsal Taxand, LLC
Fundamentals of U.S. International Taxation
- February 27, 2023 - 11:00 am - 12:15 pm (part 1 of 3) | 1:00 pm - 2:15 pm (part 2 of 3)
- February 28, 2023 - 11:00 am - 12:15 pm (part 3 of 3)
Emily Berg | Associate, Global Tax Practice, Baker McKenzie LLP
Brian Houlihan | Associate, Global Tax Practice, Baker McKenzie LLP
Registration is now open. (Click the blue button above to register.)
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: January 9 - February 28, 2023
Delivery Method: Group Internet Based
Program Level: Overview
Prerequisites: None
Field of Study: Taxes
Advanced Preparation: No advanced preparation required
CPE Credits possible: Approximately 33 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 email meetings@tei.org. 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
Registration
Registration Fees:
Full Course Member Registrant = $950
Full Course Non-Member Registrant = $1,150
Individual Session Member Registration = $150 per session
Individual Session Member Registration = $250 per session
Member rates are available to TEI members. 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 member? Learn more about the benefits of membership and join today to save up to $155 on this event and gain access to all TEI member benefits and TEI educational offerings.
REMINDER: TEI Events are normally open to members of TEI and other in-house tax professionals only. However for this online event, individuals engaged in private law, accounting, or other consulting practice are eligible to attend. Government employees are still ineligible to attend.
Registrant List
CLICK HERE for a weekly list of registrants (updated Mondays).
Cancellation and Substitution Policy
Cancellation - All cancellations must be received in writing by January 6, 2023 at meetings@tei.org.
Cancellations will be subject to a $50 cancellation fee. There are no partial refunds if you can only attend some of the sessions. Substitutions may be made prior to the start of the series; however, there are no partial registrations or sharing of registration for CPE purposes. Substitutions requests should be emailed to meetings@tei.org and are subject to a $25 fee.
TEI’s liability is limited to the return of the registration fee. TEI’s Federal Taxpayer ID Number is 52-0239291.
If you have any questions or concerns leading up to the sessions, please contact meetings@tei.org.