Enterprise Training Solutions for Corporate Tax Teams

• Introduction to the Program and Tax Department Roles
• “What Every Tax Accounting Professional Needs to Know About Compliance”
• The Bridge Between Compliance and Provision
• Tax Accounting Principles and Mechanics
• Tax Payable Roll and Proof
• Tracking Tax Balance Sheet Items
• Valuation Allowance Basics
• Interim Provision Calculations
• Calculating and Booking the Provision
• International Tax Provision Issues
• Tax Effect on Business Combinations
• Overview of Reporting Requirements
• Reporting and the External Auditor
• Current Hot Topics

• Tax Provision Management
• Accounting for State & Local Tax Provision
• Accounting for International Tax Provision
• Tax Accounting for Share-Based Compensation
• Accounting for Uncertain Tax Positions
• Valuation Allowance Determinations
• Interim Tax Provision Calculation Mechanics and Issues
• Allocating Tax Expense: Intra-Period Allocations
• Provision Documentation and Analytics
• Financial Reporting and Disclosures

• Tax Department Overview
• Overview of the Compliance Process
• Introduction to Permanent Book-Tax Differences
• More Permanent Book-Tax Differences
• Introduction to Temporary Differences
• More Temporary Differences
• Fixed and Intangible Assets
• Gains, Losses, and Impairment
• Basics of Tax Research
• Workpaper Process and Return Self-Review
• Cash Taxes – NOLs, Credits, Payments
• Consolidated Federal Returns
• Disclosures, Statements, and Elections

• SALT – Part I
• SALT – Part II
• Intermediate Differences
• Share-Based Compensation
• UNICAP Basics
• Interest Expense Disallowance
• E&P
• Foreign Inclusions
• FDII, GILTI, and BEAT
• Planning Methods and Credits

• Consolidated Returns
• Overview of Pass-Through Entities
• Tax Controversy
• Tax Credits
• Business Development and Planning – Part I
• Business Development and Planning – Part II
• Tax Planning
• International Topics – Part I
• International Topics – Part II
• SALT Taxes Beyond Income and Franchise Taxes

• Recent Developments in Tax Accounting
• Tax Implications of Rising Interest Rates
• The Continuing Evolutions of Section 174
• Tax Consequences of Business Combinations
• Breaking Down Restructuring Rules

• Pillar Two is Here: What You Need to Know
• TCJA Updates and Pillar Two
• Navigating Pillar Two: An Update and Guide to Transitional Safe Harbor Rules
• International Tax Traps and Opportunities
• Addressing International Form Changes in Prep for Compliance Season

• Sec. 382 and Sec. 383 Limitations
• Sec. 163(j)
• GILTI, FDII, and BEAT
• Tax Depreciation

• Determining State Nexus
• State NOLs

• Transfer Pricing Fundamentals
• Transfer Pricing for Restructuring

• Developing a Tax Technology Strategy
• Tax Data Management
• Tax Data Wrangling with Alteryx
• Data Analytics and Visualization
• Leveraging Collaboration Technologies

Program participants will earn 1.5 CPE credit for every class they attend live. The total number of credits available for a program will vary depending on the number of classes chosen.

Upon successful completion of each live class attended within the program, GTM Training Institute provides a verified digital certificate of completion granting CPE credit in accordance with NASBA standards.

All classes will be recorded and available to registrants for viewing at their convenience. If you miss a live class, you will not be able to get CPE credit for that class. CPE credit is only issued when you participate in a live class.

After successful completion of the program, a digital certificate from GTM Training Institute will be emailed to you in the name you used when registering for the program.

Once an organization expresses interest in an enterprise training program and subsequent conversations identify the specific classes an organization desires to have delivered, an Engagement Letter will be issued that outlines the training curriculum and deliverables. Billing terms will depend on the structure of the program, but in most cases, an invoice will be issued for 50% of the fees due prior to the start of the first class. The remaining will be billed based on the length of the program and the number of classes being delivered.

Yes, credit card payment is accepted. You can indicate your preference to pay by credit card in the additional comments field of the registration form.

No refunds will be issued for custom development of classes that are not part of GTM’s pre-built library of offerings.

GTM Training Institute requires advance notice of at least 15 days if a class needs to be rescheduled. We will do our best to accommodate desired alternative dates.