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For experienced tax professionals looking to deepen their understanding of complex compliance considerations within the tax function, the Intermediate Corporate Tax Compliance program will take a detailed look into several key areas of focus, including consolidated returns, tax credits, tax controversy, and non-income tax issues. Participants will learn how pass-through entity reporting requirements differ from those applicable to corporations and they will explore numerous technical issues the tax department faces related to business development and planning. The program will also cover the impacts of international operations, including information reporting, disclosures and elections, foreign tax credits, and transfer pricing considerations.
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 who 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. Step by step, the tax compliance process is finally demystified.
This class will offer a comprehensive exploration of the consolidated return area. It will include an in-depth discussion of attribution rules and cover various types of related party transactions. Topics will encompass an overview of highly technical regulations, along with the practical aspects of short-period returns and elections.
This class highlights the differences between corporations and pass-through entities, such as partnerships and S-corporations. It will provide an overview of the reporting requirements and how they compare to corporate reporting. Participants will gain an understanding of the tax consequences of contributions and distributions, as well as an understanding of the flow-through concept.
This class provides participants with an understanding of LB&I Active Campaigns (the successor to the Coordinated Issues). It will offer an overview of various options available to taxpayers, including Fast Track Settlements, the Compliance Assurance Process (CAP Program), Competent Authority, the Private Letter Ruling (PLR) process, and more. Additionally, this class will cover best practices regarding audit procedures and the appeals process.
This class will offer an overview of many commonly claimed tax credits, including the Research and Development (R&D) credit, as well as various recently enacted energy-related tax credits. It will also include a discussion of the impact of the Section 174 research capitalization requirement on the R&D tax credit.
This class will survey various topics commonly encountered in corporate business development and planning. These include: structuring as stock vs. asset acquisitions; the consequences of contingent consideration; installment sale treatment when payments extend beyond one tax year; bankruptcy and debt restructuring; the treatment of casualty losses and disaster situations; and like-kind exchanges. Additionally, the class will discuss what disclosures need to be made in the various scenarios.
This class will discuss the various steps in the business development process and the tax department’s role in those steps. It will cover best practices in the due diligence process, understanding the opening day Balance Sheet (ODBS), classifying transaction costs, the potential limitations on tax attributes, and considerations regarding the integration of business operations.
Participants will be introduced to various tax-free reorganizations. The class will also provide an overview of the check-the-box regulations. Additionally, discussions will cover the process and tax ramifications of establishing and liquidating corporations. Transfers to foreign corporations and the use of Gain Recognition Agreements (GRA) will also be included in the class.
This class will provide an overview of the foreign tax credit (FTC) regime and considerations. It will also cover the concept of transfer pricing (TP), available methods, and potential challenges encountered in determining and defending TP positions.
This class will cover the information reporting requirements for various structures of international operations, focusing on Forms 5471, 5472, and 8858. Discussions will include best practices in information gathering and reporting.
This class will provide an overview of some of the taxes that businesses incur in the state and local area, in addition to income and franchise taxes. These include Sales & Use Tax (SUT), Gross Receipts Tax, and Property Tax. Additionally, the class will discuss the application of technology and automation to these non-income-based taxes.
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.
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 participants will earn 1.5 CPE credits for every class they attend live. A total of 15 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.
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.
For questions regarding the program, including registration, contact Frank Nieves, Training Practice Leader, at (484) 395-4048.
Program participants will earn 1.5 CPE credit for every class they attend live. A total of 15 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:
