2026 Federal Tax Course – Level 1

Tax Executives Institute’s Federal Tax Course – Level 1 is an immersive program designed to establish a strong foundation in U.S. federal corporate taxation. Over five intensive days, participants take part in a rigorous yet practical exploration of the core technical pillars of corporate tax. The curriculum progresses thoughtfully from essential concepts—such as corporate taxation, partnership structures, accounting methods, and capital asset recovery—to more complex and high-impact areas, including ASC 740, international tax regimes, state compliance frameworks, IRS audits, and research credit rules.

The curriculum is intentionally structured to provide both clarity and context, helping attendees understand not only the rules, but how federal tax concepts directly affect financial reporting, compliance obligations, and strategic business decisions within the in-house tax function – ideal for those new to the in-house community, professionals assuming new responsibilities, practitioners transitioning practice areas, or anyone seeking a strong refresher in federal tax fundamentals.

Led by experienced practitioners and curated by TEI’s Federal Tax Committee, the course blends expert instruction with interactive discussion, practical examples, and peer learning. Participants benefit from real-time engagement, the opportunity to ask questions and work through technical issues collaboratively, and meaningful networking with fellow in-house tax professionals. Level 1 delivers the framework, technical confidence, and professional connections needed to succeed—and prepares participants for more advanced coursework in TEI’s federal tax curriculum.

This course is ideal for:

Tax professionals new to federal corporate income tax

In-house professionals transitioning into expanded federal tax responsibilities

Early-career tax staff seeking a structured, comprehensive foundation

Professionals with some experience who want a refresher on core federal tax concepts

Tax professionals preparing to advance to TEI’s Federal Tax Course – Level 2

Attendees will gain actionable knowledge to:

Explain the core principles of U.S. federal corporate taxation, including entity selection, corporate transactions, and the tax treatment of partnerships and shareholders.

Apply key tax accounting concepts, including accounting methods, income recognition, capitalization, depreciation, inventory rules, and research and experimental expenditures.

Analyze the interaction between tax and financial reporting, including the fundamentals of ASC 740, deferred taxes, uncertain tax positions, and related disclosure requirements.

Evaluate the federal, state, and international tax considerations that impact corporate compliance, planning, and cross-border operations.

Identify and manage tax risk, including audit preparedness, documentation requirements, and practical strategies for navigating IRS examinations and regulatory developments.

Understand the structure of the U.S. federal corporate income tax system and key terminology

Apply fundamental federal tax rules to common corporate transactions

Identify how federal tax concepts affect financial accounting for income taxes

Recognize key considerations related to depreciation, capital recovery, and entity taxation

Understand the role of federal tax within broader corporate compliance and reporting obligations

Engage more effectively with senior tax professionals, advisors, and business partners

Sign up today and join industry practitioners and fellow tax experts for this intensive course in Seattle!

Tax Executives Institute | meetings@tei.org | 202-638-5601