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GTM Training Institute

Live Online Income Tax Compliance Training from Corporate Tax Professionals

Practical training designed to build in-house tax department staff competency on the job

Next Session Starts

June 11, 2024

Duration

2 Courses
23 Classes Held Live Every Other Week
75 Minutes Minutes Each
34.5 CPEs

Program Fee

$4750 USD
Discounts available for multiple participants.

Income Tax Compliance Fundamentals

The tax department plays a unique role within a company’s finance area. As such, tax departments face unique challenges. This program equips participants with the foundational technical and professional skills necessary to contribute to the workings of a busy corporate tax function. The program covers essential compliance functions. Illustrative examples simplify complex technical topics into practical how-to steps and introduce a methodical approach to problem-solving that promotes collaboration and incorporates process efficiencies. As the program progresses, participants will delve deeper into intermediate concepts including consolidated returns, state and local taxes, and the reporting of international transaction consequences.

What makes this training unique is the paced nature of the program (classes held every other week), live office hours with instructors on alternating weeks, and special guest lecturers who are expert practitioners that impart real-world scenarios and time-tested wisdom into the material. Online and instructor-led, access to program content is flexible and available through multiple devices, allowing working tax professionals to easily manage schedules and learn remotely. Our learning platform allows participants to connect and collaborate with peers and interact with instructors through Q&As and office hours. Step by step, the entire income tax compliance process is finally demystified.

Program Topics

  • 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
  • FDII, GILTI, & BEAT
  • Planning Methods & Credits

Who Is This Program For?

  • Early career tax team members
  • In-house tax professionals that are expanding into income tax compliance 
  • Those that have recently transitioned into a corporate tax role

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.

Program Testimonials

CPE Credit

Program participants will earn 1.5 CPE credits for every class they attend live. A total of 51 CPE credits are available to participants that attend the entire program live.

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.

How to Register

Click below to submit your interest in registration. A program ambassador will follow up with you to discuss next session availability, how many participants you wish to register, and to process your registration.

Have Questions? Contact Us!

For questions regarding the program, including registration, contact Frank Nieves, Training Practice Leader, at (484) 395-4048.

Program Q & A

Program participants will earn 1.5 CPE credit for every class they attend live. A total of 34 CPE credits are available to participants who attend the entire program live.

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.

Yes, discounts are available for two or more participants registering for the same session from your organization. Terms and conditions apply. For more information, speak with a GTM program ambassador.

Once an organization expresses interest in enrolling one or more participants, a Services Agreement will be issued. When the signed agreement is returned, an invoice will be issued. Payment arrangements can be made to split the program fees over two fiscal years spanning the duration of the enrolled program session. Submit an inquiry to discuss in more detail.

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.

For the participant who enrolls in a program of study but discontinues attendance prior to completion of the program, the refund of any fees paid will be refunded as follows:

  • Attend up to 2 classes: 100% refund
  • Attend no more than 4 classes: 50% refund
  • Attend 5 or more classes: 0% refund