TaxWatch University

Specific development for tax professionals with a progressive tax training program
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  1. Virtual courses
  2. In-person courses
  3. Leadership Academy
  4. Course descriptions

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.

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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 6/3 - 6/6
11/4 - 11/7
1/6 - 1/9
Introduction to Principles of Taxation II 6/9 - 6/12
10/20 - 10/23
12/15 - 12/18
1/5 - 1/8/26
Intermediate Principles of Taxation 6/23 - 6/26
10/20 - 10/23
11/17 - 11/20
12/15 - 12/18
Advanced Principles of Taxation I 7/7 - 7/10
11/10 - 11/13
12/15 - 12/18
Advanced Principles of Taxation II 12/15 - 12/18

In-person conference style seminars

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
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Course descriptions

View AuditWatch & TaxWatch Interactive Brochure

  • 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