February 3 - March 12, 2026  |  Virtual Event

The TEI Federal Tax Course – Level 2 is designed to address the increasing complexity and scrutiny facing today’s in-house tax function. Moving beyond the fundamentals, the course covers high-impact areas such as corporate transactions, joint ventures and partnerships, executive compensation, financial products, and advanced income tax accounting under ASC 740, while also addressing tax technology, risk management, and navigating IRS audits and appeals. With a strong emphasis on practical application, the program equips participants with actionable guidance and technical insight to manage risk, handle complex transactions, prepare for audits, and deliver greater strategic value to their organizations.

Offered for the first time since 2023 as a convenient, multi-week Live Webinar Series, TEI’s 2026 Federal Tax Course – Level 2 builds on the Level 1 foundation to deliver in-depth coverage of advanced federal tax principles, emerging challenges, and practical opportunities for today’s tax professionals.

Attend this Course and you will:

Strengthen your command of advanced federal tax issues that impact today’s corporate tax departments

Navigate complex transactions—from mergers and acquisitions to restructurings and liquidations—with greater confidence

Make smarter decisions around executive compensation, benefits, and equity arrangements

Tackle partnership and joint venture challenges with practical guidance you can apply immediately

Connect tax planning to financial results through real-world ASC 740 insights

Understand the tax implications of financial products and hedging strategies

Prepare for and manage IRS audits and appeals more effectively

Discover how tax technology and process improvements can streamline workflows and reduce risk

This course is designed for corporate tax professionals, practitioners, and advisors seeking to strengthen their understanding of federal tax issues, including in-house tax professionals taking on new areas of responsibility, transitioning practice areas, or seeking a comprehensive refresher on key concepts in U.S. taxation. It is also for past attendees of TEI’s Federal Tax Course – Level 1.

By the end of this course, participants will be able to:

Apply federal tax rules to corporate transactions, mergers, acquisitions, distributions, and liquidations.

Analyze executive compensation and employee benefit arrangements, identifying compliance risks and planning opportunities.

Address advanced ASC 740 accounting issues, financial products, and hedging strategies with practical insights.

Navigate the tax framework for partnerships and joint ventures, including formation, allocations, distributions, and exit planning.

Leverage tax technology and data analytics to enhance compliance, manage risk, support audits, and drive strategic business decisions.

Very good substance and the presenters were excellent. Great topics, great content.

Great course content with very experienced presenters.

The content was very helpful and timely. I enjoyed the additional background that the speakers would provide throughout the sessions.

FEDERAL TAX COURSE - LEVEL 2 WEBINAR ATTENDEES

Join us for one or all of our many federal taxes sessions.

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