2025 U.S. International Tax Course (Simulive Edition)

Date -
Location - Virtual

Event Description

January 21 – March 11, 2026 
Format – Simulive (Virtual Simulated Live Sessions)

The Simulive Edition of the U.S. International Tax Course builds upon the Institute’s success in educating tax professionals on the fundamentals, challenges, and opportunities present in U.S. international taxation, and is relevant to professionals working for both U.S. and non-U.S. headquartered companies. Designed for in-house tax professionals with five or fewer years of experience in U.S. international tax matters and those seeking to refresh or cross-train, the course covers the central concepts of the U.S. taxation of multi-national enterprises. 

The Simulive format features recorded sessions from the 2025 U.S International Tax Course that will be re-broadcast as an interactive, online experience that mirrors the depth and engagement of the in-person course experience. The course features a world-class faculty, presenting the material in a practical and succinct manner with multiple sessions running from January 21 - March 11, 2026, offering flexibility for busy tax professionals. By participating online, you can ask questions and interact with instructors and peers in real-time, fostering a dynamic learning environment that combines comprehensive instruction with the convenience of an online setting.

All materials have been carefully updated to reflect the latest changes in tax law, regulations, and procedural guidance. Each Simulive session will qualify for CPE credit depending on the length of session, with approximately 31.0 hours of CPE offered for attendance to the full course.

Why Attend?

For over 45 years, TEI’s educational programs have provided an essential training ground for emerging tax professionals. The U.S. International Tax Course offers both practical knowledge and value, giving attendees actionable insights at a reasonable cost. Year after year, and now in Simulive format, this course is a highlight of TEI’s educational calendar – with thousands of in-house tax professionals trained over the years, this is a “must-attend” event for rising in-house tax professionals. 
 

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

Development of International Tax Law & Policy
 

  • January 21, 2026 - 11:00 am - 1:00 pm (part 1 of 2)
  • January 22, 2026 - 11:00 am - 1:00 pm (part 2 of 2)

Speaker: Greg Featherman | Weil, Gotschal & Manges LLP

 

Sections 861-863: Sourcing Income & Expenses
 

  • January 26, 2026 - 11:00 am - 1:00 pm (part 1 of 2)
  • January 28, 2026 - 11:00 am - 1:00 pm (part 2 of 2)
Speaker:  Ryan McKenzie & Lauren Wyrobeck | Baker Tilly US LLP


The Foreign Tax Credit
 

  • February 2, 2026 - 11:00 am - 1:00 pm (part 1 of 2)
  • February 3, 2026 - 11:00 am - 1:00 pm (part 2 of 2)

Speakers:  Daniel Stern & Kia Waxman | Baker McKenzie LLP

 

Inbound Issues: U.S. Taxation of Nonresident Companies
 

  • February 5, 2026 - 11:00 am - 1:00 pm (part 1 of 1)

Speakers:  Jonathan Lockhart & Elizabeth Lu | McDermott Will & Emery LLP

 

Foreign Currency Issues, including Section 987
 

  • February 10, 2026 - 11:00 am - 1:00 pm (part 1 of 1)

Speakers:  Adam Williams & Laura Valestin | PwC US

 

FATCA, Withholding Tax and Other Reporting Requirements for Foreign Investments
 

  • February 12, 2026 - 11:00 am - 1:00 pm (part 1 of 1)

Speaker:   Kelli Wooten | KPMG LLP

 

Subpart F and GILTI 
 

  • February 18, 2026 - 11:00 am - 1:00 pm (part 1 of 1)
  • February 19, 2026 - 11:00 am - 1:00 pm (part 2 of 2)

Speakers:  Kris Hatch & William Skinner | Fenwick & West LLP

 

Earnings & Profits

  • February 23, 2026 - 11:00 am - 1:00 pm (part 1 of 1)

Speakers:  Oanh Nguyen & Paul Wagoner | Deloitte Tax LLP

 

Sections 367 and 7874: International Reorganizations & Inversions
 

  • February 25, 2026 - 11:00 am - 1:00 pm (part 1 of 1)

Speaker:  Brian Harvel | Alston & Bird LLP 

 

Documentation and Information Reporting from Foreign Affiliates (Including Forms 5471 and 5472)
 

  • February 26, 2026 - 11:00 am - 1:00 pm (part 1 of 1)

Speaker:  Brendan Sinnott | Alvarez & Marsal Tax LLC


Transfer Pricing Under Section 482
 

  • March 3, 2026 - 11:00 am - 1:00 pm (part 1 of 2)
  • March 5, 2026 - 11:00 am - 1:00 pm (part 2 of 2)

Speakers:  J. Brian Davis, John Lehrer & Nicholas Mowbray | BakerHostetler LLP

 

Bringing It All Together: Structuring of Foreign Transactions & Operations to Minimize the Corporate Tax Burden
 

  • March 9, 2026 - 11:00 am - 1:00 pm (part 1 of 2)
  • March 11, 2026 - 11:00 am - 1:00 pm (part 2 of 2)

Speakers:  John Brown & David Levine | Deloitte Tax LLP


Registration is now open. Please click the blue “Register” 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 21 - March 11, 2026 (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 31 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 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 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 "Team15" to receive 15% 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 1, 2026 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.
 
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