2024 Federal Tax Course - Level 1

Date -
Location - Kellogg Hotel & Conference Center

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 East Lansing, MI and check into the Kellogg Hotel & Conference Center after 4:00 pm on Sunday, June 9.  The course will begin at 8:00 am on Monday, June 12, and conclude at 12:00 pm on on Friday, June 14.
(Tentative) 2024 Course Sessions:
  • 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 in late 2023.  A complete agenda will be available in late 2023.  The four and a half day course will begin at 8:00 am on Monday, June 10 and end at 12:00 pm on Friday, June 14.

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: June 10-14, 2024
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 


Registration Fees:
Full Course Registrant - Member = $2,400 (1st person from an organization, includes lodging from Sunday-Thursday night) 
Full Course Registrant - Non-Member = $2,500 (1st person from an organization, includes lodging from Sunday-Thursday night)
Subsequent Course Registrant - Member = $2,200 (2nd or more person from an organization, includes lodging from Sunday-Thursday night). 
Subsequent Course Registrant - Non-Member = $2,300 (2nd or more person from an organization, includes lodging from Sunday-Thursday night).
Full Course Registrant (No Lodging) - Member = $2,200 (1st person from an organization, no lodging included).
Full Course Registrant (No Lodging) - Non-Member = $2,300 (1st person from an organization, no lodging included).
Subsequent Course Registrant (No Lodging) - Member = $1,900 (2nd or more person from an organization, no lodging included).
Subsequent Course Registrant (No Lodging) - Non-Member = $2,000 (2nd or more person from an organization, no lodging included). 
Group Registration - If you need to register a group of people from your organization, please download and fill out a registration form for each person.  Send the forms with payment to: meetings@tei.org.
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.)
TEI's Updated COVID Policy: TEI’s top priority is ensuring the health, safety, and well-being of our attendees. Participants must adhere to the COVID-19 guidelines published by the U.S. Centers for Disease Control and Prevention (CDC), as well as the state and local health authorities in the jurisdictions in which our events occur. Participants may not attend TEI's Federal Tax Course - Level 1 if they feel unwell, have tested positive for COVID-19 within 10 days before the event, or have been in contact with someone who has tested positive for COVID-19 within 10 days before the event. By registering for this event, attendees affirm their commitment to comply with TEI’s in-person meeting guidelines.

If you register, but cannot attend the event for these reasons, TEI will work with you to transfer your registration to another event or provide a full refund. To do so, please contact meetings@tei.org.


The course registration fee covers all program materials and course-related activities; lodging Sunday evening through Thursday night; breakfast and lunch Monday through Friday (no lunch Friday); a cookout Monday evening, and the closing reception Thursday evening. Registrants are responsible for all other expenses, including dinner on Tuesday,  Wednesday, and Thursday.
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.)  
Kellogg Conference Center Hotel
219 S. Harrison Road
East Lansing, MI 48824 


Registrants are responsible for their own transportation to and from the Course. The closest airport to the Kellogg Hotel & Conference Center/MSU is the Capital Region International Airport (LAN) in Lansing, Michigan.  An alternative is Detroit's Metropolitan Wayne County Airport (DTW) that is approximately 85 miles from the Kellogg Center, but offers a wider variety of flight options.  Registrants might also consider Grand Rapid's Gerald R. Ford International Airport (GRR) (approximately 60 miles away).

Registrant List

CLICK HERE for a weekly list of registrants (Updated Mondays).

Cancellation and Substitution Policy

Cancellation Policy
All cancellations must be made in writing by April 24, 2024, and will be subject to an administrative service charge of $75 (U.S.); for cancellations after April 24, 2024, and before May 30, the charge will be $200 (U.S.).  No refunds will be made for cancellations requested after May 30, 2024, 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.
Cancellation of the Course
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.).