11^th Annual

Higher Education Taxation Institute

Austin Jun 5-6, 2023 Hotel ZaZa Austin Downtown
Conference Concluded

Live Webcast Jun 5-6, 2023
Conference Concluded

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Related products: eConference Materials

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Overview

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 enforcement measures and pronouncements, and judicial decisions.
Two-part session on the effects, opportunities, and impacts of the Inflation Reduction Act on institutions of higher education.
Explore UBTI and UBIT communication and risk management techniques.
Gain insight on the tax issues associated with student and other people payments; joint ventures; sponsored research; nonresident alien tax issues; and much more

Event Schedule

Program is subject to change.
All times are Central Time Zone.

Day 1 June 5, 2023
Day 2 June 6, 2023

Time

Credit

Subject

Speaker
Monday Morning, June 5, 2023
Presiding Officer:
Brittany Cvetanovich, The Ohio State University - Columbus, OH
7:30 am
Austin Only

Registration Opens

Includes continental breakfast.
8:20 am

Welcoming Remarks
8:30 am

1.25 hrs

Recent Developments in College and University Tax Law

Review recent tax law developments that affect the higher education community, such as Congressional legislation, IRS enforcement measures and pronouncements as well as judicial decisions. Discuss the impact on prevalent tax issues, including unrelated business taxable income, compensation and fringe benefits, charitable contributions, international activities, endowments, and reporting requirements.

Benjamin A. Davidson, The University of North Carolina at Chapel Hill - Chapel Hill, NC
Edward J. Jennings, University of Michigan - Ann Arbor, MI
9:45 am

0.75 hr

Inflation Reduction Act—Part 1

A discussion on significant tax credit opportunities under the Inflation Reduction Act, including the new direct pay election that allows schools to convert credits into cash. Focus on the credits most applicable to college and university campuses, such as credits for investing in solar, wind, and geothermal energy under sections 48 and 48E.

Michael W. Evans, K&L Gates LLP - Washington, DC
Iain Tester, KPMG LLP - Austin, TX
Christian Wood, RSM US LLP - Washington, DC
10:30 am

15-Minute Break
10:45 am

0.75 hr

Inflation Reduction Act—Part 2

A discussion on credit opportunities for electrifying campus fleets and installing electric vehicle charging stations, and hear a campus perspective on the new credit opportunities. Gain insight into the enhanced section 179D deduction allocation opportunity for green buildings, including a campus perspective.

Michael W. Evans, K&L Gates LLP - Washington, DC
Rachael Golliet, Arizona State University - Tempe, AZ
Tracy Watkins, RSM US LLP - Washington, DC
11:30 am

1.00 hr

Sponsored Research in Tax-Exempt Facilities

In today’s economic environment, higher ed institutions are often looking for ways to maximize revenue, recruit and retain faculty, and form relationships with the private sector, and sponsored research and related arrangements often are one of the options considered. Sponsored scientific research, research joint ventures and third-party access occurring in tax-exempt financed facilities may give rise to private business use depending on various factors, including how rights to use intellectual property resulting from the research are managed. Discuss these arrangements, including the difference between basic and applied research and the IRS safe harbor rules relating to sponsored research as provided in Rev Proc 2007-47, within the context of managing overall PBU limits for tax-exempt bonds.

Moderator:
Alan Bond, BLX Group - New York, NY
Panelists:
Charles C. Cardall, Orrick, Herrington & Sutcliffe LLP - San Francisco, CA
Barbara Jane League, Orrick, Herrington & Sutcliffe LLP - Houston, TX
12:30 pm
Austin Only

Pick Up Lunch (in Austin)

Included in registration.
Monday Afternoon, June 5, 2023
Presiding Officer:
Jodi R. Kessler, Massachusetts Institute of Technology - Cambridge, MA
LUNCHEON PRESENTATION
Thank You to Our Luncheon Sponsor
12:50 pm

1.00 hr

Congressional and Administrative UFOs and Their Impact on the Exempt Community?

Understanding the goals of congressional policymakers may help organizations in explaining potential tax legislative or regulatory activities and changes to their communities and employees and assist with compliance and communication. This presentation provides unique access and background on congressional and administrative activities in an environment of debt and spending limits and the upcoming 2024 elections.

Richard A. Grafmeyer, Capitol Tax Partners - Washington, DC
1:50 pm

15-Minute Break
2:05 pm

0.75 hr

First Looks, Incubators, and Other (Surprise!) Joint Ventures

Focus on the application of key principles of tax and other law applicable to charitable organizations to joint venture arrangements and similar structures often encountered by higher education institutions. Revisit the IRS’s joint venture guidance, UBTI rules, and state law in light of common commercialization transactions such as campus-affiliated incubators and accelerators, in-house venture funds, and affiliations with third-party venture funds, including first-look arrangements. Highlight how longstanding legal and tax principles apply to increasingly common university transactions.

Brittany Cvetanovich, The Ohio State University - Columbus, OH
Thomas C. Schroeder, Davis Wright Tremaine LLP - Seattle, WA
2:50 pm

1.00 hr

Nonresident Alien Tax Update

Update on recent issues related to payments to foreign nationals and foreign entities, including forms, sourcing, and income tax treaty issues. Gain insight on: What questions to ask; Which forms to collect; How much tax to withhold; What to report; Which information to maintain; and What are your institution’s responsibilities.

Donna Kepley, Arctic International LLC - Austin, TX
3:50 pm

10-Minute Break
4:00 pm

1.00 hr

UBIT and UBTI: Communication and Techniques to Manage Risks

A discussion surrounding unrelated business income in a post-TCJA world. Hear key issues from the perspectives of both public and private universities as well as practitioners. Gain insight into best practices surrounding both computation and communication to help you get ahead of potential tax and help you manage risks.

Amy Bellanca, Crowe LLP - Dallas, TX
Jackie Daniels, Massachusetts Institute of Technology - Cambridge, MA
Matthew Shade, Penn State University - University Park, PA
5:00 pm

0.75 hr

Technical UBTI Session: Rent, License or Services – What is it Really for Tax Purposes?

Discuss the many issues that an institution may face when departments submit a purported lease, license, or services agreement with multiple components. Is it a related lease? Does it qualify for the Rental Exclusion? Is it a license, and what are the implications - distinguishing royalties from rents and services income? Does it involve personal property or services? And what about debt financing? Also take a look at book UBI that was brought to life by the Inflation Reduction Act.

Kyle R. ZumBerge, The University of Texas Accounting and Financial Management - Austin, TX
Alexander L. Reid, Baker & Hostetler LLP - Washington, DC
5:45 pm
Austin Only

Adjourn to Welcome to Texas Reception (5:45 p.m. - 6:45 p.m.)

Join us for drinks and hors d'oeuvres with program faculty and attendees.

Time

Credit

Subject

Speaker
Tuesday Morning, June 6, 2023
Presiding Officer:
Joseph R. Irvine, The Ohio State University - Columbus, OH
7:30 am
Austin Only

Conference Room Opens

Includes continental breakfast.
8:00 am

1.00 hr

Remote Work: Help Your College or University Turn Challenges into Opportunities

The employment landscape which has been forever changed by employees working remotely requires institutions to rethink their guiding principles for strategic workforce planning, raising challenging tax issues that may impact your institution's culture, operations, and resources. This presentation and panel discussion includes tax, legal and consulting professionals who will provide an analytical framework and summarize technical tax guidance on fundamental matters, such as providing supplies and equipment for the workstation, including commuting and meals, as well as exploring methods to address domestic and international remote work locations. Gain insight into the trends in higher education for remote faculty and staff and discuss development of policies, procedures and practices across diverse employee populations that may help your institution adjust to this new normal.

Karen Field, RSM US LLP - Washington, DC
Lauren N. Gresh, The Ohio State University - Columbus, OH
Edward J. Jennings, University of Michigan - Ann Arbor, MI
9:00 am

1.00 hr

Evolving International Reporting Requirements in Higher Education

Recent international tax developments with digital services (GST, VAT, equalisation levy, etc.) has impacted how many countries may view university reporting requirements with online programs, including how certain countries have begun proactive enforcement actions. Discuss trends with an evolving university workforce and considerations with remote workers based in foreign countries.

Moderator:
Bob Lammey, Ernst & Young LLP - Boston, MA
Panelists:
Bill Allen, Cornell University - Ithaca, NY
Nimit Mehrotra, Ernst & Young LLP - Pittsburgh, PA
John Sanchez, Tufts University - Somerville, MA
10:00 am

1.00 hr

Student Payments: Taxable or Not? And Other People Payments

Colleges and Universities must navigate all types of payments to students, faculty, staff and external parties. Explore various payment types including compensation, grants, scholarships/fellowships, and “stipends” providing insight into categorizing the payment and determining appropriate tax withholding and reporting.

Jodi R. Kessler, Massachusetts Institute of Technology - Cambridge, MA
Joel Levenson, University of Central Florida - Orlando, FL
Tracy Paglia, Moss Adams LLP - Las Vegas, NV
11:00 am

15-Minute Break
11:15 am

0.75 hr

Ask the Experts

An open discussion of whatever questions you have related to higher education tax issues. Please submit your questions in advance to ConferenceQA@utcle.org, or pick up a question card at the conference registration desk, or ask questions during the session.

Moderator:
Joseph R. Irvine, The Ohio State University - Columbus, OH
Panelists:
Tracy Paglia, Moss Adams LLP - Las Vegas, NV
Elinor Ramey, Steptoe & Johnson LLP - Washington, DC
Alexander L. Reid, Baker & Hostetler LLP - Washington, DC
12:00 pm

1.00 hr ethics

Unearthing Old Skeletons

University officials sometimes discover that a tax position the school has taken may be incorrect. For example, a school may have treated the value of the President’s residence as excludable under section 119 when facts indicate the contrary. Gain insight on how to deal with such situations, including the pros and cons of getting a third-party tax opinion and the different comfort levels for tax opinions (reasonable basis, more likely than not, etc.). If the tax position is wrong, what are the school’s options? Do you fix it prospectively or is retroactive correction or even a voluntary disclosure required or recommended? Discuss the impact of Circular 230 (the IRS’s rules of professional conduct).

Tom Greenaway, KPMG LLP - Boston, MA
Timothy J. McCormally, Internal Revenue Service - Washington, DC
1:00 pm

Adjourn

Day 1 June 5, 2023
Day 2 June 6, 2023

Download Schedule

Conference Faculty

Bill Allen

Cornell University
Ithaca, NY

Amy Bellanca

Crowe LLP
Dallas, TX

Alan Bond

BLX Group
New York, NY

Charles C. Cardall

Orrick, Herrington & Sutcliffe LLP
San Francisco, CA

Brittany Cvetanovich

The Ohio State University
Columbus, OH

Jackie Daniels

Massachusetts Institute of Technology
Cambridge, MA

Benjamin A. Davidson

The University of North Carolina at Chapel Hill
Chapel Hill, NC

Michael W. Evans

K&L Gates LLP
Washington, DC

Karen Field

RSM US LLP
Washington, DC

Rachael Golliet

Arizona State University
Tempe, AZ

Richard A. Grafmeyer

Capitol Tax Partners
Washington, DC

Tom Greenaway

KPMG LLP
Boston, MA

Lauren N. Gresh

The Ohio State University
Columbus, OH

Joseph R. Irvine

The Ohio State University
Columbus, OH

Edward J. Jennings

University of Michigan
Ann Arbor, MI

Donna Kepley

Arctic International LLC
Austin, TX

Jodi R. Kessler

Massachusetts Institute of Technology
Cambridge, MA

Bob Lammey

Ernst & Young LLP
Boston, MA

Barbara Jane League

Orrick, Herrington & Sutcliffe LLP
Houston, TX

Joel Levenson

University of Central Florida
Orlando, FL

Timothy J. McCormally

Internal Revenue Service
Washington, DC

Nimit Mehrotra

Ernst & Young LLP
Pittsburgh, PA

Tracy Paglia

Moss Adams LLP
Las Vegas, NV

Elinor Ramey

Steptoe & Johnson LLP
Washington, DC

Alexander L. Reid

Baker & Hostetler LLP
Washington, DC

John Sanchez

Tufts University
Somerville, MA

Thomas C. Schroeder

Davis Wright Tremaine LLP
Seattle, WA

Matthew Shade

Penn State University
University Park, PA

Iain Tester

KPMG LLP
Austin, TX

Tracy Watkins

RSM US LLP
Washington, DC

Christian Wood

RSM US LLP
Washington, DC

Kyle R. ZumBerge

The University of Texas Accounting and Financial Management
Austin, TX

Planning Committee

Brittany Cvetanovich—Co-Chair

The Ohio State University
Columbus, OH

Jodi R. Kessler—Co-Chair

Massachusetts Institute of Technology
Cambridge, MA

Julia Shanahan—Co-Chair

Columbia University
New York, NY

April Rogers—Director

The University of Texas School of Law
Austin, TX

Mary M. Bachinger

National Association of College and University Business Officers (NACUBO)
Washington, DC

Alan Bond

BLX Group
New York, NY

Laura E. Butzel

Patterson Belknap Webb & Tyler LLP
New York, NY

Susan P. Clark

Emory University - Office of the Controller
Atlanta, GA

Benjamin A. Davidson

The University of North Carolina at Chapel Hill
Chapel Hill, NC

Robert W. Friz

PwC
Philadelphia, PA

Andrew J. Gray

Crowe LLP
Dallas, TX

Bertrand M. Harding Jr.

Law Offices of Bertrand M. Harding Jr.
Alexandria, VA

Joseph R. Irvine

The Ohio State University
Columbus, OH

Edward J. Jennings

University of Michigan
Ann Arbor, MI

Kathy Katterhagen

University of Washington
Seattle, WA

Donna Kepley

Arctic International LLC
Austin, TX

Bob Lammey

Ernst & Young LLP
Boston, MA

Joel Levenson

University of Central Florida
Orlando, FL

Ruth M. Madrigal

KPMG LLP
Washington, DC

Gary Menin

KPMG LLP
Boston, MA

Alexandra O. Mitchell

RSM US LLP
Washington, DC

Preston J. Quesenberry

KPMG LLP
Washington, DC

Alexander L. Reid

Baker & Hostetler LLP
Washington, DC

Sean P. Scally

Vanderbilt University
Nashville, TN

Kyle R. ZumBerge

The University of Texas Accounting and Financial Management
Austin, TX

MCLE Credit

Texas – 13.00 hrs | 1.00 hrs Ethics
Legal Specialization(s): Tax Law

You may claim your credit online in Your Briefcase, and UT Law CLE will report credit on your behalf to the State Bar of Texas. A Certificate of Attendance will be provided in Your Briefcase for your records. The system reports Texas CLE credit every Monday. If you are claiming credit in the last week of your birth month, self-report your CLE credit directly to the State Bar of Texas at texasbar.com

California – 13.00 hrs | 1.00 hrs Ethics

At the conference, you will need to sign in on the Record of Attendance form at the registration desk. Self-report your CLE credit directly to the State Bar of California at calbar.ca.gov. You must claim your credit online in Your Briefcase, and will then be provided a Certificate of Attendance for your records. UT Law CLE will maintain Attendance Records for four years.

Illinois – 13.00 hrs | 1.00 hrs Ethics

You must claim your credit online in Your Briefcase, and will then be provided a Certificate of Attendance for your records. You may also need to sign in at the registration desk if you are attending the live conference - please check with conference staff. UT Law CLE will verify the number of Illinois attorneys in attendance within 10 days after the conference and will report your credit to the MCLE Board of the Supreme Court of Illinois. UT Law CLE will maintain Attendance Records for four years.

Ohio – 13.00 hrs | 1.00 hrs Ethics

UT Law CLE will report credit on your behalf to The Supreme Court of Ohio within 30 days after the conference. You must claim your credit online in Your Briefcase, and will then be provided a Certificate of Attendance for your records. You may also need to sign in at the registration desk if you are attending the live conference - please see staff for details.

Oklahoma – 15.50 hrs | 1.50 hrs Ethics

At the conference, you will need to sign in on the Record of Attendance form at the registration desk. You must claim your credit online in Your Briefcase, and will then be provided a Certificate of Attendance for your records. UT Law CLE will report credit on your behalf to the Oklahoma Bar Association within 30 days after the conference.

Pennsylvania – 13.00 hrs | 1.00 hrs Ethics

UT Law CLE is an approved provider of Pennsylvania credit, sponsor #236. You must claim your credit online in Your Briefcase, and will then be provided a Certificate of Attendance for your records. You may also be required to sign-in at the registration desk if you are attending in-person - please see staff onsite for more details. Attorney attendance will be reported to Pennsylvania within 2 weeks of the webcast conclusion. Attorneys are not able to report this credit on their own, and UT Law CLE pays all associated fees for the credit hours. Contact Laura Tolin, ltolin@law.utexas.edu, if you have additional questions.

Other States – 13.00 hrs | 1.00 hrs Ethics

Note on Self-Reporting Your Credits in Another State

If you wish to satisfy MCLE or other professional education requirements in another state for a program offered by the University of Texas School of Law, please check with the state bar or other licensing authority in that state to ensure it will qualify for self-reporting your credits.

At the conference, you will need to sign in on the Record of Attendance form at the registration desk. You must claim your credit online in Your Briefcase, and will then be provided a Certificate of Attendance for your records.

MCLE credit is presented based on a 60-minute credit hour.

Other Credit

National Accounting CPE – 15.50 hrs

The University of Texas School of Law 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: www.nasbaregistry.org.

Delivery Method: Group-Live (UT Law CLE is a provider of NASBA Group-Live credit only, which excludes online offerings. If you need Accounting credit in any state other than Texas, please review the self-reporting guidelines on the NASBA website to confirm your ability to self-report credit from the live webcast.)

To comply with NASBA Standards, attendees claiming CPE credit must sign in to verify attendance for each segment. Attendance sign-in sheets will be available at the registration desk. You will need your CPA license number to sign in. A CPE Certificate of Completion will be provided at the conclusion of the conference.

Reporting: CPAs are responsible for reporting CPE credits earned to their state's accountancy board, and must retain appropriate documentation of their participation in learning activities. Visit your state’s reporting website for more information or www.nasba.org.

TX Accounting CPE – 15.50 hrs

The University of Texas School of Law (Provider #250) live conferences are presumptively approved by The Texas State Board of Public Accountancy for Texas Accounting CPE credit based on a 50-minute credit hour. Approved for general CPE credit only.

At the conference, you are welcome to sign in on the Accounting CPE Record of Attendance form at the registration desk, but we are now reporting all credit online. You will receive a Texas Accounting Certificate of Completion in Your Briefcase. Self-report your CPE credit directly to TSBPA. UT Law CLE will maintain Attendance Records for four years.

Contact Laura Tolin, ltolin@law.utexas.edu, if you have additional questions.

MCLE Credit

Texas – 13.00 hrs | 1.00 hrs Ethics
Legal Specialization(s): Tax Law

UT Law CLE will report credit to the State Bar of Texas on your behalf. If you are claiming credit in the last week of your birth month, self-report your credit directly to the State Bar of Texas at texasbar.com. A Certificate of Completion will be emailed to you upon claiming credit.

California – 13.00 hrs | 1.00 hrs Ethics

Self-report your CLE credit directly to the State Bar of California at calbar.ca.gov. Print and keep the Certificate of Completion for your records. A Certificate of Completion will be emailed to you upon claiming credit.

Illinois – 13.00 hrs | 1.00 hrs Ethics

UT Law CLE will verify the number of Illinois attorneys in attendance within 10 days after the conference and will report your credit to the MCLE Board of the Supreme Court of Illinois. UT Law CLE will maintain Attendance Records for four years.

Ohio – 13.00 hrs | 1.00 hrs Ethics

UT Law CLE will report credit on your behalf to The Supreme Court of Ohio within 30 days after the conference. You will receive a Certificate of Attendance at the conference to keep for your records.

Oklahoma – 15.50 hrs | 1.50 hrs Ethics

The University of Texas School of Law (Provider #169) live webcast presentations meet the requirements and are presumptively approved by the Oklahoma Bar Association for MCLE credit based on a 50-minute credit hour. This accreditation requires attendance verification. In compliance with the rules, UT Law CLE monitors and records attendee responses to questions that randomly appear during the live webcast presentation. The response record is detailed on the Certificate of Completion.

To claim Oklahoma MCLE credit, Oklahoma credit option must be selected PRIOR to viewing the live webcast. Upon claiming credit, a Certificate of Completion will be emailed to you. UT Law CLE will report credit on your behalf to the Oklahoma Bar Association within 30 days after the webcast.

Pennsylvania – 13.00 hrs | 1.00 hrs Ethics

UT Law CLE is an approved provider of Pennsylvania credit, sponsor #236. Attorney attendance will be reported to Pennsylvania within 2 weeks of the webcast conclusion. Attorneys are not able to report this credit on their own, and UT Law CLE pays all associated fees for the credit hours. Contact Laura Tolin, ltolin@law.utexas.edu, if you have additional questions.

Other States – 13.00 hrs | 1.00 hrs Ethics

Note on Self-Reporting Your Credits in Another State

To claim Other States MCLE credit, Other States credit option must be selected PRIOR to viewing the live webcast. You must claim your credit online in Your Briefcase, and will then be provided a Certificate of Attendance for your records.

This accreditation requires attendance verification. UT Law CLE monitors and records attendee responses to questions that randomly appear during the live webcast presentation. The response record is detailed on the Certificate of Completion.

MCLE credit is presented based on a 60-minute credit hour.

Other Credit

CPA - Other States – Expected – 15.50 hrs

You may use this accounting certificate to self-report your CPA credit to various states. Use this handy registry guide for state-by-state rules: https://www.nasbaregistry.org/cpe-requirements

TX Accounting CPE – 15.50 hrs

The University of Texas School of Law (Provider #250) live webcast presentations meet the requirements and are presumptively approved by the Texas State Board of Public Accountancy for Texas Accounting CPE credit based on a 50-minute credit hour. Approved for general CPE credit only.

This accreditation requires attendance verification. In compliance with the rules, UT Law CLE monitors and records attendee responses to questions that randomly appear during the live webcast presentation. The response record is detailed on the Certificate of Completion.

To claim Texas Accounting CPE credit, the Texas Accounting CPE credit option must be selected PRIOR to viewing the live webcast. Upon claiming credit, a Certificate of Completion will be emailed to you. Self-report your CPE credit directly to the Texas State Board of Public Accountancy.

Contact Laura Tolin, ltolin@law.utexas.edu, if you have additional questions.

Key Dates

Austin – Jun 5-6, 2023 – Hotel ZaZa Austin Downtown

Conference Concluded

Live Webcast – Jun 5-6, 2023

Conference Concluded

Buy

Austin
Live Webcast

Individual
Last day for $625.00 Regular pricing: May 31, 2023

$725.00 for registrations received after this time

Group (5 registrants minimum)
Last day for $565.00 Regular pricing: May 31, 2023

$665.00 for registrations received after this time

Group (10 registrants minimum)
Last day for $500.00 Regular pricing: May 31, 2023

$600.00 for registrations received after this time

Last day for cancellation (full refund): May 31, 2023

$50 processing fee applied after this date

Last day for cancellation: Jun 1, 2023

Individual
Last day for $625.00 Regular pricing: May 31, 2023

$725.00 for registrations received after this time

Group (5 registrants minimum)
Last day for $565.00 Regular pricing: May 31, 2023

$665.00 for registrations received after this time

Group (10 registrants minimum)
Last day for $500.00 Regular pricing: May 31, 2023

$600.00 for registrations received after this time

Last day for cancellation (full refund): May 30, 2023

$50 processing fee applied after this date

Last day for cancellation: Jun 1, 2023

Venue

Hotel ZaZa Austin Downtown

400 Lavaca Street
Austin, TX 78701
888-880-3244

Accommodations

$269 room rate good through May 4, 2023 (subject to availability). Call 888-880-3244 and reference "2023 Higher Education Taxation institute Event (reference ID: UTX603)" when you make your reservation or click here to book online.

Parking Information

Hotel ZaZa offers valet parking ONLY. Daily valet parking is $20 and overnight valet parking is $55.

Our Sponsors

Thank you to our sponsors! Click each logo below to learn more.

Crowe LLP

Crowe LLP (www.crowe.com) is a public accounting, consulting, and technology firm with offices around the world. Crowe uses its deep industry expertise to provide professional services to public and private higher education institutions. The firm and its subsidiaries also help clients make smart decisions that lead to lasting value with its tax, advisory and consulting services. Crowe is recognized by many organizations as one of the best places to work in the U.S.
As an independent member of Crowe Global, one of the largest global accounting networks in the world, Crowe serves clients worldwide. The network consists of more than 200 independent accounting and advisory services firms in more than 130 countries around the world. Crowe’s Exempt Organization Tax Services practice includes experienced professionals dedicated to serving the higher education industry, working with more than 175 institutions. Crowe is aware that to properly serve higher education institutions, professionals within the firm must concentrate a significant portion of their time serving college, university and other education-focused clients to maintain a high level of industry specialization. The development of this practice provides exciting challenges for our staff relative to the complex issues and ever-changing needs of higher education entities. Crowe is also proud to be the author of NACUBO’s web-based guide to the Form 990. crowe.com
BLX Group LLC

Since 1989, BLX has offered a comprehensive range of financial and consulting services to the public finance community. In addition to arbitrage rebate and continuing disclosure services, BLX provides tailored post-issuance compliance services including: private business use analyses (accompanied by an opinion from Orrick, one of the nation’s leading public finance law firms and our parent company), bond proceeds expenditure analyses and final allocation services, and IRS Schedule K review and completion services. BLX also recently started providing ESG/Sustainable Finance consulting and monitoring services. BLX is a Registered Observer of the International Capital Market Association’s (ICMA) Green and Social Bond Principles and an Approved Verifier with the Climate Bonds Initiative (CBI).

With approximately 40 public finance professionals in offices throughout the country, BLX can assemble a team of consultants with the appropriate skills and experience to formulate solutions to even the most demanding projects.

blxgroup.com
KPMG LLP

KPMG LLP, the audit, tax and advisory firm, is the U.S. member firm of KPMG International Cooperative ("KPMG International"). KPMG International's member firms have over 256,000 professionals in 143 countries. KPMG has a national network of exempt organization tax professionals providing tax consulting and compliance services to colleges, universities, healthcare providers and many other types of tax-exempt organizations.
tax.kpmg.us
PwC

PwC’s higher education practice is built to help address the opportunities and challenges faced by higher education institutions today. With dedicated professionals working with colleges and universities across the nation, PwC assists our higher education clients in tax compliance and planning and in identifying opportunities to increase accountability, transparency, and help to transform to align resources to support their missions.
pwc.com
RSM US LLP

RSM has professionals with extensive experience serving the tax needs of public and private colleges and universities. By staying attuned to the latest trends and developments in the education sector, we can offer timely, practical solutions to proactively meet the needs of our clients.

RSM is the leading provider of professional services to the middle market. The clients we serve are the engine of global commerce and economic growth, and we are focused on developing leading professionals and services to meet their evolving needs in today’s ever-changing business landscape. Our purpose is to instill confidence in a world of change, empowering our clients and people to realize their full potential.

RSM US LLP is the U.S. member of RSM International, a global network of independent assurance, tax and consulting firms with 57,000 people in 120 countries.

rsmus.com/nonprofit

rsmus.com

11th Annual

Higher Education Taxation Institute

Austin Jun 5-6, 2023 Hotel ZaZa Austin Downtown Conference Concluded

Live Webcast Jun 5-6, 2023 Conference Concluded

Buy

Related products: eConference Materials

Overview

Event Schedule

Monday Morning, June 5, 2023

Monday Afternoon, June 5, 2023

Tuesday Morning, June 6, 2023

Conference Faculty

Bill Allen

Amy Bellanca

Alan Bond

Charles C. Cardall

Brittany Cvetanovich

Jackie Daniels

Benjamin A. Davidson

Michael W. Evans

Karen Field

Rachael Golliet

Richard A. Grafmeyer

Tom Greenaway

Lauren N. Gresh

Joseph R. Irvine

Edward J. Jennings

Donna Kepley

Jodi R. Kessler

Bob Lammey

Barbara Jane League

Joel Levenson

Timothy J. McCormally

Nimit Mehrotra

Tracy Paglia

Elinor Ramey

Alexander L. Reid

John Sanchez

Thomas C. Schroeder

Matthew Shade

Iain Tester

Tracy Watkins

Christian Wood

Kyle R. ZumBerge

Planning Committee

Brittany Cvetanovich—Co-Chair

Jodi R. Kessler—Co-Chair

Julia Shanahan—Co-Chair

April Rogers—Director

Mary M. Bachinger

Alan Bond

Laura E. Butzel

Susan P. Clark

Benjamin A. Davidson

Robert W. Friz

Andrew J. Gray

Bertrand M. Harding Jr.

Joseph R. Irvine

Edward J. Jennings

Kathy Katterhagen

Donna Kepley

Bob Lammey

Joel Levenson

Ruth M. Madrigal

Gary Menin

Alexandra O. Mitchell

Preston J. Quesenberry

Alexander L. Reid

Sean P. Scally

Kyle R. ZumBerge

Credit Info

MCLE Credit

Other Credit

MCLE Credit

Other Credit

Key Dates

Venue

Hotel ZaZa Austin Downtown

Accommodations

Parking Information

11^th Annual

Austin Jun 5-6, 2023 Hotel ZaZa Austin Downtown
Conference Concluded

Live Webcast Jun 5-6, 2023
Conference Concluded