Join us for our upcoming continuing education offerings. We look forward to seeing you soon!
Federal Tax Course - Level 2 (Simulive Edition)
April 2 - May 16, Virtual (still taking registrations for upcoming individual sessions)
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.
TEI Student Committee: Best Practices in Transitioning to an in-house Tax Function
Thursday, April 25, 2024 - 12 PM ET
Learn from seasoned professionals about their transition to in-house tax. Gain valuable insights and participate in a live Q&A. As a TEI member, you're at the forefront of tax excellence – this webinar will ensure you stay there. Register today and be part of the future of tax!
2024 Tax Technology Seminar
April 29 – May 1, Loews Portofino Bay, Orlando, FL
This bestselling Seminar is now a full three days with multiple sessions of hands-on learning and demos spread throughout the programming! The Tax Technology Seminar will feature hands-on learning opportunities with guided training options plus an exhibit hall showcasing the Seminar sponsors' latest technology tools, and member-only forums to share best practices and pitfalls faced by in-house tax.
Federal Tax Course Level 1
June 16-21, 2024, Atlanta, GA
TEI’s week-long courses have been vital for training in-house tax professionals. TEI's Federal Tax Course – Level 1 is designed for those with under five years of corporate in-house tax experience, featuring renowned faculty and extensive networking opportunities. The course content is regularly updated based on participant feedback and industry developments, ensuring relevance and effectiveness. Registrants can anticipate a comprehensive program in Atlanta from June 16 to June 21, covering essential topics like corporate taxation, effective communication, financial accounting and much more.
International Tax & Transfer Pricing Seminar (part of the 2024 Tax Symposium)
June 18-19, 2024, Chicago, IL
This Seminar is designed for in-house tax professionals focused on international tax and transfer pricing issues and developments. The first day will cover key transfer pricing issues and developments, including a discussion of the current status of the arm’s length principal around the world, audit & litigation trends, a review of the IRS’s transfer pricing exam process, among other things. The second day will address other hot topics in international tax, including OECD Pillar Two, working from anywhere, and proposed PTEP regulations (if issued in time for the seminar). In addition, there will be a session on how to effectively manage an international tax team, featuring a panel of senior in-house tax executives.
Credits & Incentives Seminar (part of the 2024 Tax Symposium)
June 18-19, 2024, Chicago, IL
This Seminar is meant for in-house tax professionals focused on interpreting and applying the available tax credits, providing information on the tools your business needs to navigate the rapidly evolving tax and legal issues - offering an overview of the technical aspects and practical applications of the credits, including; how to navigate the statutes in the absence of complete guidance, how to apply the credits to transactions, leveraging the credits available in the Inflation Reduction Act, how to transfer credits, among other topics.
Financial Reporting Seminar (part of the 2024 Tax Symposium)
June 20-21, 2024, Chicago, IL
This Seminar is intended for in-house tax and accounting professionals needing to know the current and future state of tax reporting under the latest FASB pronouncements, as well as other significant financial reporting developments relevant to in-house tax professionals.
Tax Symposium: A Seminar Series
June 18-21, 2024, Chicago, IL
TEI's 2024 Tax Symposium will feature three separate seminars over four days from June 18 to 21 – a new format for the organization. The International Tax & Transfer Pricing Seminar and the Credits & Incentives Seminar will occupy the first two days, while the Financial Reporting Seminar will span the third and fourth days. Registrants can opt for any of the two-day seminars individually or combine the first two days with the following two for a comprehensive four-day experience at a discounted rate, offering flexibility to tailor their attendance according to their preferences and needs.
International Tax Course
August 12-16, 2024, Atlanta, GA
The U.S. International Tax Course builds upon the Institute’s successful legacy in educating tax professionals about the intricacies of U.S. international taxation. Designed for in-house tax professionals with five or fewer years of experience in this domain, the course covers essential topics such as income and expense sourcing, the U.S. foreign tax credit, transfer pricing regulations, FATCA compliance, and the U.S. subpart F regime, catering to professionals from both U.S. and non-U.S. headquartered companies. Boasting a world-class faculty, practical perspective, reasonable pricing, and top-notch facilities, this course is a perennial highlight of the Institute’s continuing education calendar.
Audits & Appeals Seminar
September 10-12, 2024, McLean, VA
TEI’s 2024 Audits & Appeals Seminar addresses the evolving landscape of tax administration post-IRA, focusing on the shifts in IRS operations, investments in technology, and the influx of new professionals. The Ausits & Appeals Seminar offers two tracks covering Federal Tax Transfer Pricing Controversies and State and Local Tax Controversies. With sessions led by IRS leadership and state officials, attendees gain valuable insights with multiple networking opportunities, equipping them to navigate the ever-changing tax administration environment.
TEI's 79th Annual Conference
October 27-30, 2024, San Antonio, TX
Save your spot for TEI’s 79th Annual Conference! This Conference will feature a comprehensive program with plenary and concurrent sessions covering U.S. federal, international, and state & local tax, as well as Canadian tax, financial reporting, tax technology, and corporate tax management issues. As is the case for all TEI conferences, there will be several special sessions focused on topics of the day and in addition to the high-value content, there will be multiple opportunities to connect with attendees at receptions, networking breaks, and other social functions.