Trusted AI built on 175 years of Thomson Reuters knowledge. Meet The CoCo

Skip to main content

TaxWatch University

Level up your tax skills with hands-on programs led by industry experts

Unlock deeper insights

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 2026 classes below.

Virtual sessions will run from 10 am to 4 pm Eastern Time each day. 

Level2026 dates
Introduction to Principles of Taxation INovember 2 - 5, 2026
January 4 - 7, 2027
Introduction to Principles of Taxation II

October 19 - 22, 2026
December 14 - 17, 2026
January 4 - 7, 2027

Intermediate Principles of TaxationOctober 19 - 22, 2026
November 16 - 19, 2026
December 14 - 17, 2026
January 4 - 7, 2027
Advanced Principles of Taxation I

November 9 - 12, 2026
December 14 - 17, 2026

Advanced Principles of Taxation II

November 9 - 12, 2026
December 14 - 17, 2026

Register for a course to earn 24 CPE credits and gain practical, relevant insights in an engaging and intuitive format

Course descriptions

Select a section to expand it and learn more about that course, including objectives, requirements, and accreditation information.

Learning objectives

This practical, hands-on program is designed for tax professionals with limited tax experience and knowledge. This course provides learning opportunities surrounding common individual and corporate tax topics that they may encounter. The course provides information on tax rules and challenges participants to complete case studies and exercises in which they apply the rules and complete actual tax forms.

Requirements

Prerequisites: Tax staff in public accounting with zero to one year’s experience
Advanced preparation: None
System requirements: Use of the Tax & Accounting Professionals Learning Center requires Google Chrome or Microsoft Edge version 81.0.416.68 or higher. Webcam and microphone are required for this interactive seminar.

Accreditation information

NASBA delivery: Group live or internet based
NASBA field of study: Taxes 24 hours
NASBA National Registry of CPE Sponsors: Yes
NASBA publication revision date:
Other certifications:
    NY credits: 24
    TX credits: 24

Learning objectives

This practical hands-on program is designed for tax professionals in their first or second year. It provides learning opportunities on intermediate corporate, individual, and other entity-type tax topics. The course provides information on tax rules while challenging participants to complete case studies and exercises where they apply the rules and complete tax forms. Topics covered also include time management, engagement management, and conducting client interviews.

Requirements

Prerequisites: One to two years of experience and basic knowledge of individual taxation; completion of TaxWatch University Introduction to Principles of Taxation I or equivalent is recommended
Advanced preparation: None
System requirements: Use of the Tax & Accounting Professionals Learning Center requires Google Chrome or Microsoft Edge version 81.0.416.68 or higher. Webcam and microphone are required for this interactive seminar.

Accreditation information

NASBA delivery: Group live or internet based
NASBA field of study: Taxes 24 hours
NASBA National Registry of CPE Sponsors: Yes
NASBA publication revision date:
Other certifications:
    NY credits: 24
    TX credits: 24

Learning objectives

This practical hands-on program is designed for tax professionals with multiple years of experience. It provides learning opportunities on intermediate to advanced pass-through entities, including S corporations, partnerships, LLCs, and selected individual and corporate topics. The course provides information on tax rules and includes case studies and exercises that challenge participants to apply the rules and complete actual tax forms.

Requirements

Prerequisites: Two to three years of experience; basic knowledge of taxation of estates and trusts, S corporations, partnerships, and LLCs; completion of both Introduction to Principles of Taxation is recommended
Advanced preparation: None
System requirements: Use of the Tax & Accounting Professionals Learning Center requires Google Chrome or Microsoft Edge version 81.0.416.68 or higher. Webcam and microphone are required for this interactive seminar.

Accreditation information

NASBA delivery: Group live or internet based
NASBA field of study: Taxes 24 hours
NASBA National Registry of CPE Sponsors: Yes
NASBA publication revision date:
Other certifications:
    NY credits: 24
    TX credits: 24

Learning objectives

This program is designed to help tax professionals advance into more complex taxation issues. It includes sessions on tax planning and savings strategies for 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.

Requirements

Prerequisites: Intermediate knowledge of individual and corporate taxation; completion of three prior TaxWatch Staff Training courses or equivalent is recommended
Advanced preparation: None
System requirements: Use of the Tax & Accounting Professionals Learning Center requires Google Chrome or Microsoft Edge version 81.0.416.68 or higher. Webcam and microphone are required for this interactive seminar.

Accreditation information

NASBA delivery: Group live or internet based
NASBA field of study: Taxes 24 hours, Communications and Marketing one hour
NASBA National Registry of CPE Sponsors: Yes
NASBA publication revision date:
Other certifications:
    NY credits: 24
    TX credits: 24

Learning objectives

This program is designed to advance tax professionals into more complex taxation issues and continues the advanced material 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 on tax planning and saving strategies for individuals and corporations. A core objective of this seminar is to help the tax professional become more consultative and fluent in identifying tax issues and solutions.

Requirements

Prerequisites: Completion of four prior courses of TaxWatch Staff Training or equivalent is recommended
Advanced preparation: None
System requirements: Use of the Tax & Accounting Professionals Learning Center requires Google Chrome or Microsoft Edge version 81.0.416.68 or higher. Webcam and microphone are required for this interactive seminar.

Accreditation information

NASBA delivery: Group live or internet based
NASBA field of study: Taxes 24 hours
NASBA National Registry of CPE Sponsors: Yes
NASBA publication revision date:
Other certifications:
    NY credits: 24
    TX credits: 24

Learning objectives

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.

Requirements

Prerequisites: Current or future responsibility leading others
Advanced preparation: None
System requirements: Use of the Tax & Accounting Professionals Learning Center requires Google Chrome or Microsoft Edge version 81.0.416.68 or higher. Webcam and microphone are required for this interactive seminar.

Accreditation Information

NASBA delivery: Group live or internet based
NASBA field of study: Personal Development 10 hours, Communications and Marketing 12 hours, Behavioral Ethics two hours
NASBA National Registry of CPE Sponsors: Yes
NASBA publication revision date:
Other certifications:
    NY credits: 24
    TX credits: 24

Learning objectives

Completion of this course should enable participants to identify and explore the fundamentals of executive presence, including the main components of emotional intelligence, key characteristics of the multigenerational workplace, best practices to develop and retain staff, structured techniques to plan for and develop business growth, advanced practice management concepts, and how to expand and integrate a working professional development plan.

Requirements

Prerequisites: Current or future experience leading others or Leadership I: Everyday Essentials
Advanced preparation: None
System requirements: Use of the Tax & Accounting Professionals Learning Center requires Google Chrome or Microsoft Edge version 81.0.416.68 or higher. Webcam and microphone are required for this interactive seminar.

Accreditation information

NASBA delivery: Group live or internet based
NASBA field of study: Personal Development 14 hours, Personnel/HR three hours, Communications and Marketing five hours, Behavioral Ethics two hours
NASBA National Registry of CPE Sponsors: Yes
NASBA publication revision date:
Other certifications:
    NY credits: 24
    TX credits: 24

Hear what customers are saying

"TaxWatch really gives you that background — whether it’s something you might not even see until a few years later, but you can understand when you are talking with your managers or seniors."

Ben Greene
Tax Associate at Greerwalker CPAs

Frequently asked questions

TaxWatch University is a structured training program designed for tax professionals at every stage of their career. The curriculum offers progressive training levels, expert-led instruction, and flexible learning options to help firms develop knowledgeable and productive tax staff.

TaxWatch University is designed for tax professionals at all experience levels, from those new to core tax topics to experienced staff preparing for leadership responsibilities. Firms can align training with each employee's role, experience, and career path.

The curriculum is organized into five progressive training levels that help audit professionals build skills and advance throughout their careers. Each level focuses on knowledge and practical skills appropriate for a specific stage of development.

TaxWatch University offers three progressive training levels:

  • Introductory. This training is for tax professionals with approximately one to two years of experience and covers common core tax topics.
  • Intermediate. For tax professionals with approximately two to three years of experience, this program offers greater depth on corporate tax issues, partnerships, LLCs, and other special entities.
  • Advanced. Tax professionals with more than three years of experience will benefit from this curriculum, which includes dedicated leadership courses for those moving into management positions.

These levels create a structured development path from entry-level tax staff through experienced tax professionals transitioning to leadership roles.

Yes. TaxWatch University offers both virtual and in-person learning options throughout the year, allowing firms and individuals to choose the format that best fits their schedules and learning preferences.

Yes. TaxWatch University courses are eligible for continuing professional education (CPE) credit. Registering for a course earns 24 CPE credits. Thomson Reuters is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education.

Level up your tax skills

Find an engaging curriculum tailored to your tax experience