Event Description
Date – April 2 - May 16, 2024
Format – Simulive (Virtual Simulated Live Sessions)
Format – Simulive (Virtual Simulated Live Sessions)
Event Description
TEI’s 2023 Federal Tax Course – Level 2 (Simulive Edition) expands on the topics covered in the Level 1 Course to further educate tax professionals on the fundamentals, challenges, and opportunities present in federal taxation.
Designed for tax professionals with five or more years of corporate tax experience, and as a follow-up to the Federal Tax Course - Level 1, or those needing a refresher, the course covers the central concepts of U.S. taxation, including sessions addressing:
- Executive Compensation and Employee Benefits
- Risk Mitigation Through Tax Technology
- Corporate Mergers, Acquisitions, and Dispositions
- Overview of Joint Ventures & Partnerships
- Fundamentals of U.S. International Taxation
- Financial Products and Hedging
- And more
The sessions feature a world-class faculty, and a practical and succinct perspective presented in a virtual edition of the in-person Federal Tax Course – Level 2, conducted in the Summer of 2023. The recorded sessions will be broadcast and feature a subject matter expert (session speaker) to answer questions through a chat feature. Each Simulive session will qualify for CPE credit depending on length of session, with approximately 33 CPE credit hours offered.
Agenda (All times are Eastern Standard Time) - * Dates and times are subject to change.
Corporate Organizations, Distributions, and Liquidations
- April 2, 2024 - 11:00 am - 12:15 pm (part 1 of 8) | 1:00 pm - 2:15 pm (part 2 of 8)
- April 3, 2024 - 11:00 am - 12:15 pm (part 3 of 8) | 1:00 pm - 2:15 pm (part 4 of 8)
- April 4, 2024 - 11:00 am - 12:15 pm (part 5 of 8) | 1:00 pm - 2:15 pm (part 6 of 8)
- April 9, 2024 - 11:00 am - 12:15 pm (part 7 of 8) | 1:00 pm - 2:15 pm (part 8 of 8)
Blake Bitter & Greg Featherman | Weil, Gotshal & Manges LLP
Consolidated Returns
- April 10, 2024 - 11:00 am - 12:15 pm (part 1 of 6) | 1:00 pm - 2:15 pm (part 2 of 6)
- April 11, 2024 - 11:00 am - 12:15 pm (part 3 of 6) | 1:00 pm - 2:15 pm (part 4 of 6)
- April 16, 2024 - 11:00 am - 12:15 pm (part 5 of 6) | 1:00 pm - 2:15 pm (part 6 of 6)
Bryan Collins & Mathew Gareau | Anderson
Communicating with Non-Tax Professionals
- April 17, 2024 - 11:00 am - 12:45 pm (part 1 of 1)
Kathy Castillo | TEI's Federal Tax Committee
Robert Howren | Aveanna Healthcare
Phillip Laminack | Forvis LLP
Joshua Tolley | The Aaron's Company, Inc.
Jonathan Winn | ARAMARK
Executive Compensation and Employee Benefits: Targeted Issues
- April 18, 2024 - 11:00 am - 12:15 pm (part 1 of 2) | 1:00 pm - 2:15 pm (part 2 of 2)
Rosina Barker & Mary "Handy" Hevener | Morgan Lewis & Bockius LLP
Risk Mitigation Through Tax Technology
- April 30, 2024 - 11:00 am - 12:30 pm (part 1 of 2) | 1:00 pm - 2:15 pm (part 2 of 2)
John Bennecke & Judy Hsiung | Baker Tilly US
Corporate Mergers, Acquisitions, and Dispositions
- May 1, 2024 - 11:00 am - 12:15 pm (part 1 of 3) | 1:00 pm - 2:30 pm (part 2 of 3)
- May 2, 2024 - 11:00 am - 12:15 pm (part 3 of 3)
Andrew Eisenberg & Sean Jackowitz | Jones Day
Advanced Issues in Accounting for Income Taxes (ASC 740-10)
- May 7, 2024 - 11:00 am - 12:15 pm (part 1 of 3) | 1:00 pm - 2:15 pm (part 2 of 3)
- May 8, 2024 - 1:00 pm - 2:30 pm (part 3 of 3)
Adam Bean, Angela Evans & Kenny Hughes | Ernst & Young LLP
Effectively Managing IRS Audits
- May 9, 2024 - 11:00 am - 12:15 pm (part 1 of 2) | 1:00 pm - 2:15 pm (part 2 of 2)
Garrett Hahn | KPMG LLP
Overview of Joint Ventures & Partnerships
- May 14, 2024 - 11:00 am - 12:15 pm (part 1 of 4) | 1:00 pm - 2:15 pm (part 2 of 4)
- May 15, 2024 - 11:00 am - 12:30 pm (part 3 of 4) | 1:00 pm - 2:15 pm (part 4 of 4)
William Floyd & Robert Honigman | PricewaterhouseCoopers LLP
Financial Products and Hedging
- May 16, 2024 - 11:00 am - 12:15 pm (part 1 of 2) | 1:00 pm - 2:15 pm (part 2 of 2)
Andie Kramer | ASKramer Law LLC
Registration is now open. (Click the blue button above)
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 22 - February 28, 2024 (bi-weekly sessions)
Date: January 22 - February 28, 2024 (bi-weekly sessions)
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.
Sponsoring Organization: Tax Executives Institute, Inc. TEI Education Fund, 1200 G. Street, NW, Suite 300, Washington, DC 20005
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
For more information regarding administrative policies such as complaint or refund, or for questions related to this or other TEI events please contact TEI, directly, at 202.638.5601 or meetings@tei.org.
Registration
Full Course (all sessions)
Member Registrant: $950
Non-Member Registrant: $1,195
Individual Sessions (not additive for a discount)
Member Registration: $150 per session
Non-Member Registration: $250 per session
Member Registration: $150 per session
Non-Member Registration: $250 per session
Group Registration - To register anyone other than yourself, please download and complete a registration form for each person. Unfortunately our online group registration does not function properly.
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.
Team Discount - TEI is offering a "team" discount when an organization sends 2 or more registrants to any of our Course Simulive events. After the first registrant at the Full Series registration fee, additional registrants from the same company should put in the discount code "GroupSimulive100" to receive $100 off their Full Series registration fee. This discount may not be combined with other discounts.
Cancellation and Substitution Policy
Cancellation - All cancellations must be received in writing by January 19, 2024 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.