2025 Federal Tax Course - Level 1 (Simulive Edition)

Date -

October 16, 2025 11:00 AM

—

November 20, 2025 2:30 PM

Location - Virtual

Event Description

Date – October 16 - November 20, 2025
Format – Simulive (Virtual Simulated Live Sessions)

Event Description

TEI’s 2025 Federal Tax Course – Level 1 (Simulive Edition) provides the fundamentals of U.S. federal taxation and related topics that every tax professional needs.

This course is perfect for tax professionals who are new to the in-house community, taking on new areas of responsibility, changing areas of practice, or just need a refresher on the core principles in U.S. taxation. Here are some of the great sessions attendees can expect:

• Income Tax Accounting – Methods, Periods, and Hot Topics
• State Corporate Income Tax Compliance – A Framework
• Capital Asset Recovery (Depreciation, Amortization, Gain, and Loss)
• Financial Disclosures for Income Taxes
• Fundamentals of U.S. International Taxation
• And more

This course is a virtual edition of the in-person 2025 Federal Tax Course – Level 1, conducted in May of 2025. The recorded Simulive sessions feature a world-class faculty, who offer current, practical perspectives. The sessions also feature a live subject matter expert (session speaker) to answer questions through a chat feature. Each Simulive session will qualify for CPE credit commensurate with the length of session, with a maximum total of 30.0 CPE hours offered.

The Course curriculum is reviewed by TEI’s Federal Tax Committee to ensure it is topical for our audience and reflects the latest developments in each subject, including updates on applicable laws, regulations, procedural guidance, and judicial decisions.

Agenda (All times are Eastern Standard Time) * Times and dates are subject to change.

Overview of the Taxation of Corporations and Shareholders

• October 16, 2025 - 11:00 am - 1:00 pm (part 1 of 2)
• October 17, 2025 - 11:00 am - 1:00 pm (part 2 of 2)

Speakers: Taylor Hendrix & Aman Tekbali | RSM US LLP

Tax Accounting Issues – Methods, Periods, and Hot Topics

• October 20, 2025 - 11:00 am - 1:00 pm (part 1 of 2)
• October 21, 2025 - 11:00 am - 1:30 pm (part 2 of 2)

Speakers: Anna Hargett, Brighid O’Donoghue & Michael Resnick | Eversheds Sutherland LLP

Introduction to Partnership Taxation

• October 22, 2025 - 11:00 am - 1:30 pm (part 1 of 2)
• October 23, 2025 - 12:00 pm - 1:00 pm (part 2 of 2)

Speakers: Derek Myers & Emma Zhao | Alvarez & Marsal Tax LLC

Framework of State Corporate Income Tax Compliance

• October 27, 2025 - 11:00 am - 1:30 pm (part 1 of 1)

Speakers: Dan De Jong & Allison Tilson | KPMG LLP

Capital Asset Recovery (Depreciation, Amortization, Gain, and Loss)

• October 28, 2025 - 11:00 am - 1:00 pm (part 1 of 2)
• October 30, 2025 - 11:00 am - 1:00 pm (part 2 of 2)

Speakers: Dominic Gabbianelli & Greg Lameti | Deloitte Tax LLP

Effectively Managing IRS Audits

• November 3, 2025 - 11:00 am - 1:00 pm (part 1 of 1)

Speakers: Garrett Hahn | KPMG LLP

Fundamentals of Financial Accounting for Income Taxes (ASC 740-10)

• November 4, 2025 - 11:00 am - 1:00 pm (part 1 of 2)
• November 6, 2025 - 11:00 am - 1:00 pm (part 2 of 2)

Speakers: Jeremy Stewart & Ted Thomas | Grant Thornton LLP

Financial Disclosures of Income Taxes

• November 10, 2025 - 11:00 am - 1:00 pm (part 1 of 1)

Speakers: Adam Samber | Grant Thornton LLP

Uniform Capitalization/Inventory Accounting Rules 

• November 12, 2025 - 11:00 am - 1:00 pm (part 1 of 1)

Speakers: Robert Ford & Jessi Theilken | KPMG LLP

Fundamentals of U.S. International Taxation

• November 13, 2025 - 11:00 am - 1:00 pm (part 1 of 3)
• November 17, 2025 - 11:00 am - 1:00 pm (part 2 of 3)
• November 18, 2025 - 11:00 am - 1:00 pm (part 3 of 3)

Speakers: Jayshree Narendran, Kia Waxman, & Sahar Zomorodi | Baker McKenzie LLP

Tax Treatment of Research and Experimental Expenditures

• November 19, 2025 – 11:00 am – 1:00 pm (part 1 of 1)

Speakers: Chris Makris & Erica Myers | Deloitte Tax LLP

Taxation of Employee Benefits 

• November 20, 2025 - 11:00 am - 1:00 pm (part 1 of 1)

Speakers: Mary "Handy" Hevener & Steven Johnson | Morgan Lewis & Bockius LLP

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: October 16 - November 20, 2025 (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 30.0 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.

** CPE certificates will be emailed out within two weeks of the completion of the entire series.

Registration

Registration Fees:

Full Course (all sessions)

Member Registrant: $1,000

Non-Member Registrant: $1,250

Individual Sessions (not additive for a discount)

Member Registration: $175 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 discount when an organization sends a second or more registrants to any of our online Simulive courses. After the first registrant at the Full Series registration fee, the second registrant from the same company should put in “Team15” to take 15% off their Full Series registration fee. This discount may not be combined with other discounts. Single sessions are not discounted.

Cancellation and Substitution Policy

Cancellation - All cancellations must be received in writing by October 10, 2025 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 course sessions; 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.