Walsh Tax Continuing Education Program

Walsh has been preparing master’s level tax professionals since 1974 and we know how to deliver an engaging, high-quality learning experience that will add practical knowledge and applicable skills to your toolbox.

Walsh Tax Continuing Education (CE) courses offer high-quality curriculum taught by accounting and tax faculty with years of experience in the industry. With comprehensive, current, real-world knowledge of individual tax, partnership tax, corporate tax, and tax compliance, you’ll learn from experienced professionals.

Explore all professional development opportunities here.

Registration information/Questions on the CE Program – send to rdavidson@Walshcollege.edu.

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LEARN MORE

Speak with the program chair:

Richard Davidson, CPA, JD, LL.M, Chair and Associate Professor, Taxation
rdavidson@walshcollege.edu

MASTER OF TAXATION DEGREE

ASK A QUESTION

Walsh College Tax Continuing Education Program - FAQs

Why choose Walsh College for Tax CE?

Walsh has been preparing master’s level tax professionals since 1974 and we understand how to deliver an engaging, high-quality learning experience that will add practical knowledge and applicable skills to your toolbox. The Walsh Tax CE courses offer rigorous, high-quality curriculum taught by experienced tax professionals with years of real-world experience in individual taxation, entity taxation, accounting for income taxes, and tax compliance.

What courses are offered in a CE format and when are they starting?

Please see the 2023 CE Calendar below.

Please direct any questions about the courses to the MST Program Director, Rdavidson@walshcollege.edu.

Are you able to provide custom training?

Yes, we would be pleased to discuss providing customized “bootcamp style” training for your employees. We view custom training as tax training that could be accomplished within a condensed time frame and which could be done at your place of business if you wish.

How are the CE classes structured?

With career and other life priorities, we understand you have a full plate. Therefore, Walsh Tax CE courses are designed to be convenient, practical, and immediately applicable. The courses are delivered in a remote synchronous setting via Zoom and you will be attending the same courses as those offered in our nationally recognized Master of Science in Taxation (MST) with some modifications to accommodate the CE student. Most class sessions are offered weekly from 6pm to 8:30pm (in 8 or 9 sessions depending on the class) over a 10-week period.

Walsh students are encouraged to connect with their instructors and each other. If you have a question you’d like to discuss with your professor one-on-one, they welcome the opportunity to connect with and mentor students individually.

Will I have access to the same materials as the MST students?

Yes. Although review of the out of class asynchronous learning resources and assignments are not required of the CE student, you will have access to all class materials that your MST degree student classmates have.

Will these classes count toward my Michigan CPA continuing education requirements?

Yes. Walsh’s CE courses give you the opportunity to earn a minimum of 20 CPE credits dependent on the participants’ class attendance and satisfactory course completion. At the completion of the course you will be provided with a letter from Walsh containing the course name and number, the number of classroom hours attended, and the date of satisfactory course completion.

What is considered satisfactory course completion?

Each professor has the ability to define satisfactory course completion, but generally speaking, there will be a short quiz given at the conclusion of each live classroom session. In the event you do not receive a passing score on the quiz, you will be given the opportunity to replace the quiz score by completing an assignment related to that week’s material.

What does the course cost and what if I am not satisfied with the course?

Walsh’s CPE courses cost $1,599 per course (books and course materials not included).

If you are not completely satisfied with your CPE course for any reason, there will be a one-week drop period and 100% tuition refund. The CPA review course costs $1,299 and is available at a 50% cost reduction if you need to take it a second time.

Will the classroom/Zoom sessions be recorded?

It is our intent to record the live Zoom sessions. However, please be reminded that the Michigan rules provide that CPE credit can only be provided for class attendance at the live, synchronous class sessions.

What if I’m interested in pursuing an MST degree after I start the CE program?

After your second CE class there will be an opportunity to convert the two CE classes you have already taken to the equivalent of one MST class, giving you the ability to complete the MST program with one less class than would normally be required.

Have you received any feedback from the tax community about this program?

“As a graduate of the Walsh MST program, I think having an opportunity for a focused, complete educational opportunity that qualifies for CPE is a great option. This is especially true in the fast-paced, virtually connected world we now live in.”

– Terry Pordon, Director of Compliance, Planning, and Forecasting at Stellantis.

Spring 2023 (Classes begin 4/3/23) and Fall 2023 (Classes begin 10/2/23)

ACC 578 – Accounting for Income Tax

This course is a systematic study of the basic concepts of tax accounting. At the end of the course, the student will have achieved a substantial technical knowledge of the application of FASB ASC Topic 740, including ASC Topic 740-10.  Faculty: Alan Gallatin

ACC 585 – CPA Exam Review – Regulation

This course is a comprehensive overview of the concepts involved in preparing students for successful completion of the CPA Exam – Regulation Section. Topics include review of the fundamental rules for ethics and responsibilities of certified public accountants, federal tax practice and procedure and an overview and analysis of the tax rules for individuals, corporations, S corporations and partnerships. Faculty: Daniel Hoops & Eric Skinner

TAX 510 – Corporate Tax

Basic concepts involved in federal law as it applies to the formation and related operations of corporate enterprises and associations that are treated as corporations. Topics include computing the corporate tax; controlled groups; tax-free incorporations; non liquidating distribution; liquidations; and Subchapter S Corporations. An introduction to consolidated tax returns will also be included. Faculty: Eric Skinner or Joe Han

TAX 531 – Partnership and LLC Taxation

This course examines the federal income tax treatment of partnerships and partners. Students study partnership formation; problems of partnership operation including distributions; sales and exchanges of partnership interests; partnership terminations and liquidations; special basis adjustments; and the role of partnership as investment vehicles. The treatment of limited liability companies and limited liability partnerships are also examined.   Faculty: John Alfonsi

TAX 532 – Income and Transfer Tax Consequences for Decedents, Estate and Trusts

This course is a study of the estate, gift, and generation-skipping transfer taxes and the income taxation of estates and trusts. Emphasis is placed on post-mortem tax reporting and planning; affirmative uses of trust rules; treatment of specialized trusts such as irrevocable trusts, insurance trusts, charitable trusts, and grantor trusts. Faculty: Daniel Hoops

TAX 557 – State and Local Taxation (offered Fall only)

This course is a study the state and local income, franchise, excise, property, and sales and use consequences of operating a multi-state business. The course will also cover the state and local consequences of business formation, entity location, along with the planning and operational details associated with state tax minimization strategies.

TAX 599 – Introduction to Tax Research

An introduction to the basic concepts and techniques of tax research, including the use of the Walsh College Tax Portal and RIA Checkpoint®. The relative value of statutes, judicial precedents, administrative interpretations, and legislative history as sources of authority will also be studied at an introductory level; however, emphasis will be placed on the techniques for discovering the sources of authority in tax law.  Faculty: Daniel Hoops

Summer 2023 (Classes begin 7/10/23)

TAX 507 – Tax Accounting

This course is a systematic study of the basic concepts of tax accounting. Students study tax periods and methods; changes in periods and methods; special methods of accounting; depreciation, and cost recovery; inventories including LIFO; and UNICAP. Faculty: John Alfonsi

TAX 540 – Tax Practice and Procedure

This course is a study of federal tax practice and procedure. Topics to be considered include audits; administrative appeal procedures; tax dispute forums; organization of the Internal Revenue Service; ruling procedure; statutes of limitations; interest and penalties; assessment; collection (including offers in compromise, liens, levies, and transferee liability); and the use and scope of the Freedom of Information Act. Faculty: Eric Gould

TAX 550 – International Taxation

The application of the Internal Revenue Code to domestic corporations doing business in foreign countries either through subsidiaries or as branch operations. Topics include planning for expansion into foreign countries and developing countries; factors to consider in deciding whether to create a branch or a subsidiary in a foreign country; the foreign tax credit; dividend requirements; Subpart F and current international tax problems and planning. Inter-company pricing will be considered in detail. Also covered are tax treaties; FSCs, foreign currency; and the U.S. tax treatment of foreign persons and foreign businesses engaged in U.S. activity. Faculty: Tom Northrop

TAX 598 – Tax Return Seminar

This course is a practical seminar to introduce the different types of tax return filings. The following U.S. Income Tax Forms and related schedules and worksheets will be prepared and analyzed: Form 1040, U.S. Individual Income Tax Return; Form 1120, U.S. Corporate Income Tax Return; Form 1120 S U.S. Income Tax Return for an S Corporation; Form 1065, U.S. Return of Partnership Income. The related tax principles to accurately prepare returns will be emphasized. Related practice and procedure requirements in dealing with the Internal Revenue Service will be addressed.  Faculty: Eric Skinner