Hotel and registration information is now available. In cooperation with the AICPA, PrimeGlobal is offering the Level 3 Tax Training class exclusively for member firms. The AICPA curriculum and trained instructors, supported by PrimeGlobal’s registration and administration, offers a cost effective opportunity to network while taking advantage of the proven course work. This Level 3 training identifies the more difficult areas for experienced tax compliance specialists with three or more years of experience. The 2022 training class will be held in person for a fee of USD $995 and is eligible for up to 32 CPE credit hours.

If you are a PrimeGlobal member, you must be logged in to read more about this event and to register. If you have any questions, please contact Brianna Ridgely or call +1 678-417-7730, ext. 301. If you are a visitor, please click here to find out more about our global events and contact Brianna Ridgely for more information.

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Event at a Glance

July 18-21, 2022. 8:00 AM to 5:00 PM at the AICPA Headquarters in Durham, NC



Bill Harden, Ph.D., CPA, ChFC

Associate Professor, Bryan School of Business and Economics

David R. Peters, CPA, CFP, CPCU, MST, MBA

Tax Preparer, Peters Tax Preparation & Consulting,

32 CPE Credits

32 CPE Credits

Practice Community Lead & Senior Program Manager - North America


Phone: +1 678 417 7730, ext. 306

CPE Information:

Exclusive PrimeGlobal Tax Training is designed for tax professionals who desire responsibility for a wider variety of firm engagements and for more experienced tax compliance specialists focusing on understanding business strategies, analyzing clients' competitive position, and converting knowledge into tax planning and business advice. In addition, this networking opportunity is packed with 32 hours of continuing education to help fulfill members’ CPE needs. Visit to see the full Level 3 Tax Training curriculum. 

During the training, participants will:

  • Establish a strong set of skills necessary to grow the abilities and confidence of junior and senior level staff  
  • Compare and contrast relevant business strategies
  • Analyze client’s competitive position  
  • Practice converting knowledge into tax planning and business advice  
  • Build technical subject matter knowledge in several areas, including, but not limited to: Income Tax Accounting, Estate & Trust and Real Estate Taxation, Advanced Tax Planning S Corporations, and Introduction to Business Acquisitions

To register for Level 3 Tax Training, click the registration button at the top of this webpage. To be awarded full credit hours for each session, attendees must be present and register arrival and departure times in the classroom.  

PrimeGlobal Refund and Cancellation Policy:

Cancellation of registration must be submitted via email to Brianna Ridgely and must be received on or before Friday, June 172022 by 5:00 PM ETNo telephone cancellations will be accepted. Please note refunds will not be issued for this training as the registration fee can be applied towards a future North America training opportunity. Another registrant may be substituted for no additional fee.    

For more information regarding refund and program cancellation policies, please contact Brianna Ridgely at    


Delivery Method: Group Live   

Recommended CPE: 32 Credit Hours   

Fields of Study: Taxes & Accounting

Prerequisites: Tax professionals with 3+ years of experience 

Program Knowledge Level: Intermediate    

Advanced Preparation Required: None  

Certificates: CPE certificates will be emailed to participants within weeks of the training. 

PrimeGlobal is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: 

If you would like to learn more information about CPE, please contact Heidi Brundage.

Brianna Ridgely

Brianna Ridgely

Training & Development Lead & Peer Connection Manager - North America

Brianna leads the global Peer Request program and the North America training and development courses and curriculum. She is also responsible for managing the Women’s Leadership and DEI Special Interest Groups. Additionally, Brianna manages the Business Learning Library and works closely with firm HR and training departments to help meet their program content, CPE and engagement initiatives.

Contact Brianna Ridgley for more information about Tax Training. 

Find out more about PrimeGlobal's Exclusive Tax Training by clicking HERE>

PrimeGlobal's member firms have access to a number of high-quality training and development programs.

To find out more about PrimeGlobal's Training and Development programs click HERE>