TaxWatch University
Boost your expertise with TaxWatch
Take your firm to the next level with multiple levels of core tax training. TaxWatch University begins with an entry-level course focused on common topics, followed by courses that provide greater depth on corporate tax issues, partnerships, LLCs, and other special entities. This integrated curriculum is available through public seminars or private training.
TaxWatch University public classes
These public classes are available throughout the year — in person and virtually. Choose the location that best fits your firm’s needs. Check out the available 2025 classes below:
Virtual (online public classes)
| Level | 2025 dates |
|---|---|
| Introduction to Principles of Taxation I | 6/2 - 6/5 11/10 - 11/13 1/5 - 1/8/26 |
| Introduction to Principles of Taxation II | 6/9 - 6/12 10/20 - 10/23 12/8 - 12/11 1/5 - 1/8/26 |
| Intermediate Principles of Taxation | 6/23 - 6/26 10/20 - 10/23 11/17 - 11/20 12/8 - 12/11 |
| Advanced Principles of Taxation I | 7/7 - 7/10 11/10 - 11/13 12/8 - 12/11 |
| Advanced Principles of Taxation II | 12/8 - 12/11 |
In-person conference style seminars
| Level | 2025 Dates |
|---|---|
| Introduction to Principles of Taxation I | 7/15-7/17 |
| Introduction to Principles of Taxation II | 7/15-7/17 |
| Intermediate Principles of Taxation | 7/15-7/17 |
| Advanced Principles of Taxation I | 7/15-7/17 |
| Advanced Principles of Taxation II | 7/15-7/17 |
| Level | 2025 Dates |
|---|---|
| Introduction to Principles of Taxation I | 12/16-12/18 |
| Introduction to Principles of Taxation II | 12/16-12/18 |
| Intermediate Principles of Taxation | 12/16-12/18 |
| Advanced Principles of Taxation I | 12/16-12/18 |
| Advanced Principles of Taxation II | 12/16-12/18 |
Leadership Academy
Advance your professional development skills with our leadership courses.
| Level | 2025 dates | Location |
|---|---|---|
| Leadership I: Everyday Essentials | 7/15-7/17 | Las Vegas, NV |
| Leadership I: Everyday Essentials | 12/16-12/18 | Orlando, FL |
| Leadership II: Expanding Capabilities | 12/16-12/18 | Orlando, FL |
Interested in bringing the experts to your firm on-site or virtually for team training?
Hear what customers are saying
Tyler Gerstemeier
Mari Cruz-Uribe
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Course description
This practical, hands-on program is designed for first- or second-year tax professionals. This course provides learning opportunities surrounding common individual and corporate tax topics that they may encounter. The course is designed to provide information on the tax rules and to challenge the participants to complete case studies and exercises where participants apply the rules and complete actual tax forms.
Course information
Duration: Three days in person, four days virtual
Prerequisite: 0-1 Year Experience
Level of Instruction: Basic
Delivery Method: Group in-person or group virtual
CPE Credits: 24 Credits
Field of Study: Taxes
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Course details
This practical, hands-on program is designed for tax professionals in their first or second year. This course provides learning opportunities on intermediate corporate, individual, and other entity type tax topics. It is designed to both provide information on the tax rules and to challenge the participants to complete comprehensive exercises where they apply the rules, determine outcomes, and complete tax forms.
Course information
Duration: Three days in person, four days virtual
Prerequisite: 1-2 Years Experience
Level of Instruction: Intermediate
Delivery Method: Group in-person or group virtual
CPE Credits: 24 Credits
Field of Study: Taxes
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Course details
This practical, hands-on program is designed for tax professionals with multiple years' experience. This course provides learning opportunities on intermediate to advanced pass-through entities, including S corporations and partnerships/LLCs, and selected individual and corporate topics. The course is designed to provide information on the tax rules and includes comprehensive exercises which challenge participants to apply the rules and determine tax outcomes.
Course information
Duration: Three days in person, four days virtual
Prerequisite: 2-3 Years Experience
Level of Instruction: Intermediate
Delivery Method: Group in-person or group virtual
CPE Credits: 24 Credits
Field of Study: Taxes
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Course details
This program is designed to advance a tax professional into more complex taxation issues. The program includes sessions on tax planning and saving strategies related to individuals and corporations. It also provides additional training on technical tax issues mainly related to pass-through entities and more advanced corporate and individual issues.
Course information
Duration: Three days in person, four days virtual
Prerequisite: 3+ Years Experience
Level of Instruction: Intermediate/Advanced
Delivery Method: Group in-person or group virtual
CPE Credits: 24 Credits
Field of Study: Taxes
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Course details
This program is designed to advance a tax professional into more complex taxation issues and is a continuation of advanced materials from Advanced Principles of Taxation I. It is designed for the tax professional with a focused emphasis on business entity taxation, particularly corporations partnerships and S corporations. The program expands on sessions for tax planning and saving strategies related to individuals and corporations.
Course information
Duration: Three days in-person, four days virtual
Prerequisite: 4+ Years Experience
Level of Instruction: Advanced
Delivery Method: Group in-person or group virtual
CPE Credits: 24 Credits
Field of Study: Taxes
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Course description
In this highly interactive course, advancing professionals develop essential, results-oriented leadership skills to boost individual and firm success. Topics include foundational leadership principles; diversity, equity, and inclusion (DEI); goal setting and prioritization; collaborative negotiation; presentation skills; mindfulness; and business development skills.
Course information
Duration: Three days in person, four days virtual
Prerequisite: Current or future leadership responsibility
Level of instruction: Advanced
Delivery method: In-person group or online group
CPE credits: 24
Field of study: Personal development, communications and marketing -
Course description
This engaging course expands the participant’s professional leadership capabilities. Topics include developing executive presence, using emotional intelligence to achieve success, managing the multigenerational workplace, performance and talent management, change management, mindfulness, and building new business.
Course information
Duration: Three days in person, four days virtual
Prerequisite: Leadership 1: Everyday Essentials
Level of instruction: Advanced
Delivery method: In-person group or online group
CPE credits: 24
Field of study: Personal development, personnel/human resources, communications and marketing, and behavioral ethics