GTM Training Institute

Enterprise Training Solutions for Corporate Tax Teams

Build a Custom Training Program for Your Corporate Tax Team

For organizations desiring to train five or more team members, GTM Training Institute works with you to develop a customized tax training program from our extensive library of ready-to-deliver classes. A tailored tax training program is the perfect choice for companies looking to align with their learning and development strategy

The duration and pace of a custom-built corporate tax training curriculum is flexible based on your timetable and the workload of your team. All training is instructor-led and delivered virtually to accommodate geographically distributed tax teams. CPE credit is provided for all classes. Live participation is required to earn CPE credit however, all classes are recorded for participants to access anytime.

Classes Aligned to Your Corporate Tax Training Needs

Available Ready-to-Deliver Classes

Select from pre-built classes focusing on income tax compliance and provision functions. This library of available classes is expanding regularly.

ASC 740 - Tax Provision

  • 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 & Mechanics
  • Tax Payable Roll & Proof
  • Tracking Tax Balance Sheet Items
  • To Value or Not to Value
  • Interim Provision Calculations
  • Beyond the Basics
  • International Tax Provision Issues
  • Tax Effect of Business Combinations
  • Overview of Reporting Requirements
  • Reporting & 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
  • Classes coming soon

Income Tax Compliance

  • 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 & Intangible Assets
  • Gains, Losses, & Impairment
  • Basics of Tax Research
  • Workpaper Process & Return Self-Review
  • Cash Taxes – NOLs, Credits, Payments
  • Consolidated Federal Returns
  • Disclosures, Statements, & Elections
  • SALT – Part I
  • SALT – Part II
  • Intermediate Differences
  • Share-Based Compensation
  • UNICAP Basics
  • Interest Expense Disallowance
  • E & P
  • Foreign Inclusions
  • Planning Methods & Credits
  • Classes coming soon

Available Tax Topics for Custom Development

Custom programs are designed by request and subject to additional content development fees. The list below represents just a few of the many topics GTM can deliver. Please inquire about any topics you would like to cover that are not currently listed below.

  • 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
  • Sec. 382 and Sec. 383 limitations
  • Sec. 163(j)
  • Tax depreciation
  • Pillar Two is Here: What You Need to Know
  • TCJA Updates & Pillar Two
  • Navigating Pillar Two: An Update and Guide to Transitional Safe Harbour Rules
  • International Tax Traps and Opportunities
  • Addressing International Form Changes in Prep for Compliance Season
  • Transfer Pricing Fundamentals
  • Transfer Pricing for Restructuring
  • Determining state nexus
  • State NOLs
  • Streamlining sales and use tax compliance
  • Tax depreciation
  • Property tax
  • Developing a tax technology strategy
  • Tax data management
  • Tax data wrangling with Alteryx
  • Data analytics and visualization
  • Leveraging collaboration technologies
  • Section 174
  • R&D tax trends and opportunities

Program Leaders

Frank Nieves

Practice Leader, GTM Training Institute

With nearly 25 years of experience in the field, Frank has honed his expertise in addressing tax, accounting, reporting, and compliance matters for multinational corporations of all sizes. Frank has led GTM’s internal training and competency development initiatives for more than a decade, with an emphasis on process improvement and the goal of building the capabilities of GTM’s own personnel. Leveraging this training framework, Frank serves as the practice leader of GTM’s Training Institute, responsible for bringing this innovative program to market for the benefit of in-house tax personnel. He is a member of the AICPA, PICPA, and Financial Manager’s Society. Prior to joining GTM, Frank spent his career with KPMG as a Senior Tax Manager.

Joanne Tempone

Curriculum Developer & Lead Instructor, GTM Training Institute

As a former tax executive with more than 40 years of experience, Joanne understands the capabilities needed to operate tax departments of all sizes. She has led tax departments across a variety of industries, including healthcare and pharmaceuticals. Her specialties include income tax compliance, accounting method changes, and tax controversy, among other tax functions. Leveraging the full library of GTM’s training content, Joanne is responsible for designing course content that provides a practical approach to understanding the essential components required to thrive in an ever-evolving tax department environment. She is an adjunct professor at Widener University and Montgomery County Community College in Pennsylvania. Joanne has also served as a Chair of the Federal International and Tax Accounting Committee of TEI Philadelphia, where she led the Chapter’s training and development initiatives. Prior to joining GTM, Joanne worked with TEVA, Universal Health Services (UHS), and Fidelity Mutual Life Insurance, where she provided tax department leadership and direction to the team.

Who Teaches GTM Training Institute Classes?

In addition to our program leaders above, and depending on the specific class topics chosen, GTM Training Institute brings in special guest lecturers from across the firm. We leverage their talents to impart real-world scenarios, experience, and time-tested wisdom into the material for all corporate tax training programs.

Program Testimonials

CPE Credit

Global Tax Management, Inc. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

Have Questions? Contact Us!

For questions regarding enterprise training programs, contact Frank Nieves, Training Practice Leader, at (484) 395-4048.

Enterprise Training Q & A

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.

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.

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

After successful completion of the program, a digital certificate of completion from GTM Training Institute will be emailed to each participant.