TaxWatch University

Specific development for tax professionals with a progressive tax training program

2024 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 2024 classes below:

Virtual (online public classes)

Level 2024 Dates
Introduction to Principles of Taxation I 6/3 - 6/6
Introduction to Principles of Taxation II 6/10 - 6/13
Introduction to Principles of Taxation II 10/7 - 10/10
Intermediate Principles of Taxation 6/24 - 6/27
Intermediate Principles of Taxation 10/21 - 10/24
Advanced Principles of Taxation I 7/8 - 7/11
Advanced Principles of Taxation I 11/11 - 11/14

In-person conference style seminars

  • 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

  • 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

  • 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

  • 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

  • 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