Federal Tax Course – Level 1 Simulive Edition (2022)

Date – January 9, 2023 – February 28, 2023
Format – Simulive (Virtual Simulated Live Sessions)

Event Description
The Federal Tax Course – Level 1 builds upon the Institute’s success in educating tax professionals on the fundamentals, challenges, and opportunities present in federal taxation.

In planning the course curriculum, members of TEI’s Federal Tax Committee carefully review the participant evaluations from prior years and make changes as warranted, taking into account changes in the applicable laws, regulations, procedural guidance, and judicial decisions.

Designed for in-house tax professionals with five or fewer years of experience the course covers the central concepts of U.S. taxation, including sessions addressing:

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

The sessions feature a world-class faculty, and a practical and succinct perspective presented in a virtual “Simulive Edition” of the in-person Federal Tax Course – Level 1 which was conducted in the Spring of 2022. We are airing the sessions in a Simulive format, which means we will replay the recorded sessions from the in-person Course and will have session speakers on hand to answer questions through chat and live Q&A. Each Simulive session will qualify for CPE credit depending on length of session, with a maximum total of 33 CPE hours offered.

Federal Tax Course – Level 1 Simulive Edition registrants will also receive on-demand access to the recorded sessions at the conclusion of the Simulive seminar on February 28, 2023. Please note that CPE is not available for on-demand viewing of the sessions.

Agenda (All times are Eastern Standard Time)

Overview of the Taxation of Corporations and Shareholders

• January 9, 2023 – 11:00 am – 12:15 pm (part 1 of 4) | 1:00 pm – 2:15 pm (part 2 of 4)
• January 10, 2023 – 11:00 am – 12:15 pm (part 3 of 4) | 1:00 pm – 2:15 pm (part 4 of 4)

Nicholas Gruidl | Partner, RSM US LLP

Income Tax Accounting – Methods, Periods, and Hot Topics

• January 17, 2023 – 11:00 am – 12:15 pm (part 1 of 4) | 1:00 pm – 2:15 pm (part 2 of 4)
• January 18, 2023 – 11:00 am – 12:15 pm (part 3 of 4) | 1:00 pm – 2:15 pm (part 4 of 4)

Mary Kate Nicholson | International Tax Senior Manager, Eversheds Sutherland (US) LLP
Michael Resnick | Associate, Eversheds Sutherland (US) LLP

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

• January 23, 2023 – 11:00 am – 12:15 pm (part 1 of 4) | 1:00 pm – 2:15 pm (part 2 of 4)
• January 24, 2023 – 11:00 am – 12:15 pm (part 3 of 4) | 1:00 pm – 2:15 pm (part 4 of 4)

Nola Showers | Partner, Tax, Grant Thornton LLP
Garrett Van Houtteghem | Senior Tax Manager, Grant Thornton LLP

Taxation of Financial Instruments & Hedging

• January 30, 2023 – 11:00 am – 12:30 pm (part 1 of 1)

Menna Eltaki | Managing Director, National Tax, Ernst & Young LLP
Bob Leonard | Senior Manager, Ernst & Young LLP

State Corporate Income Tax Compliance – A Framework

• January 31, 2023 – 11:00 am – 12:15 pm (part 1 of 2) | 1:00 pm – 2:15 pm (part 2 of 2)

Jasmin Desai | Manager of Technical Accounting and SEC Reporting, PricewaterhouseCoopers LLP
Daniel De Jong | Senior Manager, KPMG LLP

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

• February 6, 2023 – 11:00 am – 12:15 pm (part 1 of 2) | 1:00 pm – 2:15 pm (part 2 of 2)

Joe Green | Partner, Deloitte Tax LLP
Gregory Lameti | Senior Tax Manager, Deloitte Tax LLP

Tax Treatment of Research and Experimental Expenditures

• February 7, 2023 – 11:00 am – 12:15 pm (part 1 of 2) | 1:00 pm – 2:15 pm (part 2 of 2)

Stacey Hicks | Senior Manager, Tax, Deloitte Tax LLP
Christopher Makris | Managing Director, Tax, Deloitte Tax LLP

Uniform Capitalization/Inventory Accounting Rules 

• February 13, 2023 – 11:00 am – 12:45 pm (part 1 of 1)

Eric Lucas | Principal, KPMG LLP
Kevin Eidsmo | Manager, Tax, KPMG LLP

Taxation of Employee Benefits 

• February 14, 2023 – 11:00 am – 12:15 pm (part 1 of 2) | 1:00 pm – 2:15 pm (part 2 of 2)

Mary Hevener| Partner, Morgan, Lewis & Bockius LLP
Steven Johnson | Partner, Morgan, Lewis & Bockius LLP

Introduction to Partnership Taxation

• February 21, 2023 – 11:00 am – 12:15 pm (part 1 of 3) | 1:00 pm – 2:15 pm (part 2 of 3)
• February 22, 2023 – 11:00 am – 12:15 pm (part 3 of 3)

Jennifer Hicks | Managing Director, Alvarez & Marsal Taxand, LLC
Jeffrey Gerarde | Senior Director, Alvarez & Marsal Taxand, LLC

Fundamentals of U.S. International Taxation

• February 27, 2023 – 11:00 am – 12:15 pm (part 1 of 3) | 1:00 pm – 2:15 pm (part 2 of 3)
• February 28, 2023 – 11:00 am – 12:15 pm (part 3 of 3)

Samuel Pollack | Partner, Global Tax Practice, Baker McKenzie LLP
Emily Berg | Associate, Global Tax Practice, Baker McKenzie LLP
Brian Houlihan | Associate, Global Tax Practice, Baker McKenzie LLP

Registration is now open. (Click the blue button above to register.)