Live Conferences

Live conferences come with unique benefits.

UT Law CLE brings you in-person opportunities to connect with top experts and colleagues in your practice area. Browse our collection of live conferences and register early for the best rates.

Results for All Conferences Exempt Organizations / Nonprofits

Viewing 20 of 34 records

Nonprofit Organizations Institute

Austin – Four Seasons Hotel – Jan 13-14, 2022

Don’t miss the 39th Annual Nonprofit Organizations Institute featuring nationally recognized experts from private foundations, public charities, law, finance, and government discussing the latest tax, legislative and governance issues affecting nonprofit organizations.  The Institute offers in-depth discussion on the issues most relevant to your organization or practice, with two days of presentations, targeted tracks, and opportunities to attend small-group "master classes" for a deeper dive on key topics. Come a day early for the Nonprofit Organizations Fundamentals Workshop—a perfect overview for new entrants and seasoned practitioners in the field. The Workshop provides focused attention on core issues for both private foundations and charitable organizations, as well as multiple small-group opportunities to walk through practical tips and advice, and to ask questions of experts and colleagues. NEW THIS YEAR!   We are excited to be launching the Diversity Fellowship to The University of Texas School of Law’s Nonprofit Organizations Institute, with funding from The William and Flora Hewlett Foundation. This fellowship was created to encourage diversity and participation in the tax-exempt organizations practice of law by introducing 1st, 2nd and 3rd year law students to the practice area, providing opportunities for mentorship, and creating a network of law students interested in pursuing the practice.    A one-year fellowship will be awarded to up to ten law students and allows for in-person attendance to The University of Texas School of Law’s 39th Annual Nonprofit Organizations Institute on January 12-14, 2022 at the Four Seasons Hotel in Austin, TX.    See here for additional details, including selection criteria and application requirements. The application is open now with a deadline of October 15, 2021.

Nonprofit Organizations Fundamentals Workshop

Austin – Four Seasons Hotel – Jan 12, 2022

The 2022 Nonprofit Organizations Fundamentals Workshop is the perfect overview for new entrants and seasoned practitioners in the field, with focused attention on core issues for both private foundations and charitable organizations.  Plus, this year's Financial Literacy Workshops, as well as the Governance Literacy Workshops, provide multiple small-group opportunities to walk through practical tips and advice, and to ask questions of experts and colleagues.  Continue on for the Nonprofit Organizations Institute for two full days of nationally recognized experts from private foundations, public charities, law, finance and government discussing the latest tax, legislative and governance issues affecting nonprofit organizations.   NEW THIS YEAR!   We are excited to be launching the Diversity Fellowship to The University of Texas School of Law’s Nonprofit Organizations Institute, with funding from The William and Flora Hewlett Foundation. This fellowship was created to encourage diversity and participation in the tax-exempt organizations practice of law by introducing 1st, 2nd and 3rd year law students to the practice area, providing opportunities for mentorship, and creating a network of law students interested in pursuing the practice.    A one-year fellowship will be awarded to up to ten law students and allows for in-person attendance to The University of Texas School of Law’s 39th Annual Nonprofit Organizations Institute on January 12-14, 2022 at the Four Seasons Hotel in Austin, TX.    See here for additional details, including selection criteria and application requirements. The application is open now with a deadline of October 15, 2021.  

Higher Education Taxation Institute

Live Webcast – Jun 15-17, 2021

This year’s live webcast of the Higher Education Taxation Institute (HETI) offers a flexible schedule of three partial days with discussions of federal tax issues and compliance, as well as legislative, judicial, regulatory, and administrative changes affecting colleges and universities. Review recent tax law developments that affect the higher education community, such as Congressional legislation, including the pandemic relief acts, IRS enforcement measures and pronouncements as well as judicial decisions. Hear important consideration from both the Counsel’s office and the Accounting department in Worker Classification: An Overview and Current Developments. Explore the “new normal” and how it impacts your institutions responsibilities with the Nonresident Alien Tax Updates. Hear a panel discuss the Remote Workforce in the wake of COVID-19 including balancing talent retention goals and the risk associated with remote arrangements. The panel is open to answering your questions. Please submit any questions to ConferenceQA@utcle.org.

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Nonprofit Organizations Institute

Live Webcast – Jan 20-22, 2021

This year’s live webcast of the 38th Annual Nonprofit Organizations Institute offers a flexible schedule of three partial days, combining key updates and sector trends each morning, with in-depth “Master Classes” and related interactive breakout discussions on the issues most relevant to your organization or practice. Hear from nationally recognized experts from private foundations, public charities, law, finance, and government discussing the latest tax, legislative and governance issues affecting nonprofit organizations.  Join us a day earlier for the Nonprofit Organizations Fundamentals program - a perfect overview for new entrants and seasoned practitioners in the field, providing focused attention on core issues for both private foundations and charitable organizations. This is sure to be engaging for longtime attendees and newcomers alike, and an online event you don’t want to miss!

  • Total Credit Hours:
  • 13.50 | 1.00 ethics
  • Credit Info
  • Specializations:
    Estate Planning and Probate Law, Tax Law
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Nonprofit Organizations Fundamentals

Live Webcast – Jan 19, 2021

Join us for the Nonprofit Organizations Fundamentals program—a perfect overview for new entrants and seasoned practitioners in the field, providing focused attention on core issues for both private foundations and charitable organizations. And stay on for the full 38th Annual Nonprofit Organizations Institute, offering a flexible schedule with three partial days, combining key updates and sector trends each morning with in-depth “Master Classes” and related interactive breakout discussions on the issues most relevant to your organization or practice. Hear from nationally recognized experts from private foundations, public charities, law, finance, and government discussing the latest tax, legislative and governance issues affecting nonprofit organizations.  This is sure to be engaging for longtime attendees and newcomers alike, and an online event you don’t want to miss!

  • Total Credit Hours:
  • 3.00
  • Credit Info
  • Specializations:
    Estate Planning and Probate Law, Tax Law
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Higher Education Taxation Institute

Austin - FULLY CANCELED – AT&T Conference Center – Jun 1-2, 2020

The Higher Education Taxation Institute (HETI) provides a unique forum for college and university tax professionals from around the country to examine and discuss federal tax issues and compliance, as well as legislative, judicial, regulatory, and administrative changes affecting colleges and universities.

Higher Education Taxation Essentials

Austin - FULLY CANCELED – AT&T Conference Center – May 31, 2020

The ideal introduction for new entrants to the field and the perfect refresher for seasoned practitioners, Higher Education Taxation Essentials provides an overview in key areas such as UBIT; payments and fringe benefits, 501(c)(3) status, and tax reform basics.

Nonprofit Organizations Institute

Austin – Four Seasons Hotel – Jan 23-24, 2020

Don’t miss the 37th Annual Nonprofit Organizations Institute featuring nationally recognized experts from private foundations, public charities, law, finance, and government discussing the latest tax, legislative and governance issues affecting nonprofit organizations.  The Institute offers in-depth discussion on the issues most relevant to your organization or practice, with two days of presentations, targeted tracks, and opportunities to attend small-group "master classes" for a deeper dive on key topics, including:  A View of the Sector with an overview of the latest legislative and regulatory developments A panel of state Attorneys General on the current state of enforcement, top priorities and other oversight considerations. Election year issues for public charities Private foundation compliance and taxable expenditures Disqualified persons and qualifying distributions Donor advised funds and UBIT Effective grantmaking processes and corporate foundations Impact investing and issues in charitability Ethical Issues for the Nonprofit Organizations Advisor with 1.00 hour of Ethics. Five small-group “Master Classes” for a deeper dive on key topics: Dissecting the Grant Agreement; Charitable Giving and Endowments; Entrepreneurship and Commerciality; Understanding Your Web Presence; and Investment Policies and Portfolios. Plus, hear the Year in Review with Bruce R. Hopkins on current developments in federal legislation, IRS rulings, and court opinions. Network with program faculty and attendees at the Wednesday and Thursday Evening Receptions; and earn CLE credit, CPE credit (NASBA), and CFP credit. Come a day early for the Nonprofit Organizations Fundamentals Workshop—a perfect overview for new entrants and seasoned practitioners in the field. The Workshop provides focused attention on core issues for both private foundations and charitable organizations, as well as multiple small-group opportunities to walk through practical tips and advice, and to ask questions of experts and colleagues.

  • Total Credit Hours:
  • 15.50 | 1.00 ethics
  • Credit Info
  • Specializations:
    Estate Planning and Probate Law, Tax Law
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Nonprofit Organizations Fundamentals Workshop

Austin – Four Seasons Hotel – Jan 22, 2020

The 2020 Nonprofit Organizations Fundamentals Workshop is the perfect overview for new entrants and seasoned practitioners in the field, with focused attention on core issues for both private foundations and charitable organizations—the Forms 990, financial statements, fiduciary duties and conflicts of interest, and ex-regulators’ perspectives on charitable oversight. Plus, this year's Lobbying and Political Campaign Workshops, as well as the IRS Audit Workshops, provide multiple small-group opportunities to walk through practical tips and advice, and to ask questions of experts and colleagues.  Continue on for the Nonprofit Organizations Institute for two full days of nationally recognized experts from private foundations, public charities, law, finance and government discussing the latest tax, legislative and governance issues affecting nonprofit organizations.

  • Total Credit Hours:
  • 4.00
  • Credit Info
  • Specializations:
    Estate Planning and Probate Law, Tax Law
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Higher Education Taxation Institute

Austin – AT&T Conference Center – Jun 3-4, 2019

The Higher Education Taxation Institute (HETI) provides a unique forum for college and university tax professionals from around the country to examine and discuss federal tax issues and compliance, as well as legislative, judicial, regulatory, and administrative changes affecting colleges and universities. Examine recent tax law developments that affect institutions of higher education, including updates on congressional activity, IRS rulings, and judicial decisions. Learn about the various aspects of international tax compliance and how to apply the principles when conducting business in another country. Explore the recent changes to athletic seating rights, gift acceptance policies and agreements, and other issues related to complex gifts. Discuss the legal and practical implications of qualified transportation fringe benefits. Understand the impact of siloing in reporting UBIT, including how direct activities may be allocated, how investment activities may be handled, and different methods and considerations for both. Visit with program faculty and attendees at the Monday Evening Welcome to Texas BBQ Reception. Join us on Sunday for the Higher Education Taxation Essentials program beginning at noon—a great introduction for those new to the higher education tax field and a perfect refresher for those who aren’t.  

  • Total Credit Hours:
  • 12.50 | 1.00 ethics
  • Credit Info
  • Specialization:
    Tax Law
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Higher Education Taxation Essentials

Austin – AT&T Conference Center – Jun 2, 2019

The ideal introduction for new entrants to the field and the perfect refresher for seasoned practitioners, Higher Education Taxation Essentials provides an overview in key areas such as UBIT; payment of scholarships, fellowships, stipends and honoraria; charitable contributions; and tax-exempt bonds. Stay on for the 7th Annual Higher Education Taxation Institute (HETI), for in-depth coverage of federal tax issues, legislative and regulatory changes, and practical guidance in higher education taxation.

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Nonprofit Organizations Institute

Austin – Four Seasons Hotel – Jan 17-18, 2019

Don’t miss the 36th Annual Nonprofit Organizations Institute featuring nationally recognized experts from private foundations, public charities, law, finance, and government discussing the latest tax, legislative and governance issues affecting nonprofit organizations.   The Institute offers in-depth discussion on the issues most relevant to your organization or practice, with two days of presentations, targeted tracks, and opportunities to attend small-group "master classes" for a deeper dive on key topics, including:  An overview of the latest legislative and regulatory developments, including Revisiting Tax Reform and Its Aftermath. Issues in Fundraising, Restricted Gifts, and Endowments. Managing Investment Portfolio. Social Impact Bonds, as well as Entrepreneurial Activities. Risk Management for both Private Foundations and Public Charities. Data Protection and Privacy Compliance for Nonprofits. Joint Ventures and Complex Organizational Structures. Top Compliance Issues for Private Foundations and Public Charities. Dealing with Investigations in Today's "Woke" Workplace, with 1.00 hour of Ethics on identifying and mitigating employment risks. Four small-group “Master Classes” for a deeper dive on key topics: Violation of Chapter 42; Developing a Prudent Investment Portfolio; Anatomy of a Grant Agreement; and UBI.  Plus, hear the Year in Review with Bruce R. Hopkins on current developments in federal legislation, IRS rulings, and court opinions. Network with program faculty and attendees at the Wednesday and Thursday Evening Receptions; and earn CLE credit, CPE credit (NASBA), and CFP credit. Come a day early for the Nonprofit Organizations Back to Basics Workshop—a perfect overview for new entrants and seasoned practitioners in the field. The Workshop provides focused attention on core issues for both private foundations and charitable organizations, as well as multiple small-group opportunities to walk through Forms 990-PF and 990, and ask questions of experts and colleagues.

  • Total Credit Hours:
  • 14.50 | 1.00 ethics
  • Credit Info
  • Specializations:
    Estate Planning and Probate Law, Tax Law
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Nonprofit Organizations Back to Basics Workshop

Austin – Four Seasons Hotel – Jan 16, 2019

The 2019 Nonprofit Organizations Back to Basics Workshop is the perfect overview for new entrants and seasoned practitioners in the field, with focused attention on core issues for both private foundations and charitable organizations—exemption fundamentals, grantmaking and grantseeking, revenue generating activities, and impact investing. Plus, this year's Form 990-PF and Form 990 Workshops provide multiple small-group opportunities to walk through tips for filling out key sections, policies, financials, compensation, etc., and to ask questions of experts and colleagues.  Continue on for the Nonprofit Organizations Institute for two full days of leading nationally recognized experts from private foundations, public charities, law, finance and government discussing the latest tax, legislative and governance issues affecting nonprofit organizations.

  • Total Credit Hours:
  • 4.00
  • Credit Info
  • Specializations:
    Estate Planning and Probate Law, Tax Law
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Higher Education Taxation Institute

Austin – AT&T Conference Center – Jun 4-5, 2018

The Higher Education Taxation Institute (HETI) provides a unique forum for college and university tax professionals from around the country to examine and discuss federal tax issues and compliance, as well as legislative, judicial, regulatory, and administrative changes affecting colleges and universities. Examine recent tax law developments that affect institutions of higher education, including updates on Congressional activity, IRS rulings, and judicial decisions. Learn how to prepare for an IRS Exempt Organizations examination in light of the new data-driven approach. Explore best practices in managing the tax compliance process related to alternative investments. Review the impact of tax reform on UBIT, including UBIT silo-ing, laws regarding fringe benefits and more. Discuss international transactions including operations in foreign countries, permanent establishment and what’s happening with OECD. Attendees are invited to network with program faculty and attendees at the Monday Evening Reception. Come early on Sunday and attend the Higher Education Taxation Essentials program starting at noon – a great starter for those new to the higher education tax field and a perfect refresher for those who aren’t.

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Higher Education Taxation Essentials

Austin – AT&T Conference Center – Jun 3, 2018

The ideal introduction for new entrants to the field and the perfect refresher for seasoned practitioners, Higher Education Taxation Essentials provides an overview in key areas such as UBIT; payment of scholarships, fellowships, stipends and honoraria; charitable contributions; and tax-exempt bonds. Stay on for the 6th Annual Higher Education Taxation Institute (HETI), for in-depth coverage of federal tax issues, legislative and regulatory changes, and practical guidance in higher education taxation.

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Nonprofit Organizations Institute

Austin – Four Seasons Hotel – Jan 18-19, 2018

Don’t miss the 2018 Nonprofit Organizations Institute featuring nationally recognized experts from private foundations, public charities, law, finance, and government discussing the latest tax, legislative and governance issues affecting nonprofit organizations.   The Institute offers in-depth discussion on the issues most relevant to your organization or practice, with presentations and targeted tracks including: A View of the Sector, with key trends and the latest legislative and regulatory developments A General Counsel/CFO Roundtable discussion on the top risk areas facing nonprofits Fundraising and Planned Giving Structuring Private Philanthropy and Issues in Family Office Philanthropy Funding Concerns for Private Foundations Donor Advised Funds and Impact Investing Internal Controls and Insurance IP, Privacy Issues, and Social Media Taking Cybersecurity Seriously and strategies for preparedness and response Form 990: The “Naughty” and The “Nice” My Employee Did What?, with 1.00 hour of Ethics on identifying and mitigating employment risks Plus, hear the View from the Attorney General from Susan K. Staricka, as well as the Year in Review with Bruce R. Hopkins on current developments in federal legislation, IRS rulings, and court opinions. Network with program faculty and attendees at the Wednesday and Thursday Evening Receptions; and earn CLE credit, CPE credit (NASBA), and CFP credit. Come a day early for the Nonprofit Organizations Literacy Workshop—a perfect overview for new entrants and seasoned practitioners in the field. The Workshop provides focused attention on core issues for both private foundations and charitable organizations, as well as multiple small-group opportunities to walk through an IRS audit and ask questions of experts and colleagues. 

  • Total Credit Hours:
  • 14.50 | 1.00 ethics
  • Credit Info
  • Specializations:
    Estate Planning and Probate Law, Tax Law
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Nonprofit Organizations Literacy Workshop

Austin – Four Seasons Hotel – Jan 17, 2018

The 2018 Nonprofit Organizations Literacy Workshop is the perfect overview for new entrants and seasoned practitioners in the field. The main program provides focused attention on core issues for both private foundations and charitable organizations—governance, UBIT, investment, and financial statements.   Plus, this year's "IRS Audit Workshops" provide multiple small-group opportunities to walk through an IRS audit and ask questions of experts and colleagues.  Continue on for the Nonprofit Organizations Institute for two full days of leading nationally recognized experts from private foundations, public charities, law, finance and government discussing the latest tax, legislative and governance issues affecting nonprofit organizations.

  • Total Credit Hours:
  • 4.00
  • Credit Info
  • Specializations:
    Estate Planning and Probate Law, Tax Law
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Higher Education Taxation Essentials

Austin – AT&T Conference Center – Jun 4, 2017

The ideal introduction for new entrants to the field and the perfect refresher for seasoned practitioners, Higher Education Taxation Essentials provides an overview in key areas such as UBIT; payment of scholarships, fellowships, stipends and honoraria; charitable contributions; and tax-exempt bonds. Stay on for the 5th Annual Higher Education Taxation Institute (HETI) beginning at 3:45 p.m. for in-depth coverage of federal tax issues, legislative and regulatory changes, and practical guidance in higher education taxation.

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Higher Education Taxation Institute

Austin – AT&T Conference Center – Jun 4-6, 2017

The Higher Education Taxation Institute (HETI) provides a unique forum for college and university tax professionals from around the country to examine and discuss federal tax issues, including compliance and legislation and judicial, regulatory, and administrative changes affecting colleges and universities. Objectives: Examine recent tax law developments that affect institutions of higher education, including updates on Congressional activity, IRS rulings, and judicial decisions. Hear the current Legislative and Policy Outlook for Colleges and Universities and how Congress is examining exempt organizations. Understand the recently released safe harbors regarding management contracts and tax-exempt bonds. Analyze the complex tax considerations for faculty inventor payments that arise when a university shares revenue from licensing technology. Explore emerging issues around the property tax exemption and recent experiences from private and public institutions Discuss commonly missed or misinterpreted fringe benefits provided by colleges and universities. Examine various types of non-qualified deferred compensation arrangements and the tax rules that apply to them. Get tips and strategies from seasoned campus leaders for operating a university tax department, including a variety of models and structures. Attendees are invited to network with program faculty and attendees at the Sunday Evening Opening Reception. NEW THIS YEAR – come early on Sunday and attend the Higher Education Taxation Essentials program starting at noon – a great starter for those new to the higher education tax field and a perfect refresher for those who aren’t. 

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Nonprofit Organizations Institute

Austin – Four Seasons Hotel – Jan 12-13, 2017

Don’t miss the 2017 Nonprofit Organizations Institute at the Four Seasons Austin. Hear leading nationally recognized experts from private foundations, public charities, law, finance and government discuss the latest tax, legislative and governance issues affecting nonprofit organizations. The Institute offers in-depth discussion on the issues most relevant to your organization or practice, with presentations and targeted tracks on: Advocacy Charitable Giving: Endowments, Restricted Gifts, plus Investing and Accounting for Restricted Funds Employment and HR Issues Cyber Literacy and Crisis Management Corporate Sponsorships and Cause-Related Marketing Strategies for Structuring: Joint Ventures and For-Profit Subsidiaries Grantmaking Effective Compliance and Reporting for Public Charities and Private Foundations Anatomy of a Whistleblower Complaint Plus, get the Year in Review with Bruce R. Hopkins on current developments in federal legislation, IRS rulings and court opinions. And hear Evan Smith of the Texas Tribune during the Thursday Luncheon Presentation. Network with program faculty and attendees at Wednesday and Thursday Evening Receptions; and earn CLE credit, CPE credit (NASBA) and CFP credit. Come a day early for the Nonprofit Organizations Compliance and Internal Review Workshop—a perfect overview for new entrants and seasoned practitioners in the field.

  • Total Credit Hours:
  • 15.00 | 1.25 ethics
  • Credit Info
  • Specializations:
    Estate Planning and Probate Law, Tax Law
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