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Conference art

11th Annual

Higher Education Taxation Institute

Austin Jun 5-6, 2023 Hotel ZaZa Austin Downtown

$625 Individual  |  $725 after May 24

$565 Group rate per person (5 registrants minimum)  |  $665 after May 24

$500 Group rate per person (10 registrants minimum)  |  $600 after May 24

Live Webcast Jun 5-6, 2023

$625 Individual  |  $725 after May 24

$565 Group rate per person (5 registrants minimum)  |  $665 after May 24

$500 Group rate per person (10 registrants minimum)  |  $600 after May 24

Register
Related products: Materials

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

  • Register now

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
  • This agenda is still in development. Updates to topics and speakers will be posted as available.

  • 7:30 am
    Austin Only
    Registration Opens
    Includes continental breakfast.

  • 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

    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

    Michael W. Evans, K&L Gates LLP - Washington, DC
    Tracy Watkins, RSM US LLP - Washington, DC

  • 11:30 am
    1.00 hr
    Sponsored Research in Tax-Exempt Facilities

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

  • 12:30 pm
    Austin Only
    Pick Up Lunch (in Austin)
    Included in registration.

  • Monday Afternoon
  • LUNCHEON PRESENTATION
  • 12:50 pm
    1.00 hr
    Recent Legislative and Policy Developments and What is Coming Up?

    Richard A. Grafmeyer, Capitol Tax Partners - Washington, DC

  • 1:50 pm
    15-Minute Break

  • 2:05 pm
    0.75 hr
    JVs Session

    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?

  • 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
  • 7:30 am
    Austin Only
    Conference Room Opens
    Includes continental breakfast.

  • 8:00 am
    1.00 hr
    Remote Work Presentation

    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
    International Topic

  • 10:00 am
    1.00 hr
    Student Payments: Taxable or Not? And Other People Payments

    Jodi R. Kessler, Massachusetts Institute of Technology - Cambridge, MA
    Joel Levenson, University of Central Florida - Orlando, FL

  • 11:00 am
    15-Minute Break

  • 11:15 am
    0.75 hr
    Ask the Experts

    Moderator:
    Joseph R. Irvine, The Ohio State University - Columbus, OH
    Panelists:
    Tracy Paglia, Moss Adams LLP - Stockton, CA
    Elinor Ramey, Steptoe & Johnson LLP - Washington, DC

  • 12:00 pm
    1.00 hr ethics
    Unearthing Old Skeletons

    Tom Greenaway, KPMG LLP - Boston, MA

  • 1:00 pm
    Adjourn

  • Day 1 June 5, 2023
  • Day 2 June 6, 2023
Download Schedule

Conference Faculty

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

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

Barbara Jane League

Orrick
Houston, TX

Joel Levenson

University of Central Florida
Orlando, FL

Tracy Paglia

Moss Adams LLP
Stockton, CA

Elinor Ramey

Steptoe & Johnson LLP
Washington, DC

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

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

BakerHostetler
Washington, DC

Sean P. Scally

Vanderbilt University
Nashville, TN

Kyle R. ZumBerge

The University of Texas Accounting and Financial Management
Austin, TX

Key Dates

Austin – Jun 5-6, 2023 – Hotel ZaZa Austin Downtown
Live Webcast – Jun 5-6, 2023
Register now
Austin
Last day for Individual early registration: May 24, 2023

Add $100 for registrations received after this time

Last day for Group (5 registrants minimum) early registration: May 24, 2023

Add $100 for registrations received after this time

Last day for Group (10 registrants minimum) early registration: May 24, 2023

Add $100 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
Live Webcast
Last day for Individual early registration: May 24, 2023

Add $100 for registrations received after this time

Last day for Group (5 registrants minimum) early registration: May 24, 2023

Add $100 for registrations received after this time

Last day for Group (10 registrants minimum) early registration: May 24, 2023

Add $100 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

speaker

Hotel ZaZa Austin Downtown

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

Accommodations

​Room block information will be emailed to registered attendees once it becomes available.

Our Sponsors

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

  • Crowe LLP logo
    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 150 institutions.  Crowe is also proud to be the  author of NACUBO’s web-based guide to the Form 990.  In addition, Crowe is the only Firm that has invested the resources and expertise in developing a comprehensive, IRS-approved tax solution for tax exempt organizations (C-TRAC®). C-TRAC is a project management, web-based platform developed to streamline information gathering for the tax compliance function, including Forms 990, 990-T, 4720, extensions, alternative investments, benchmarking, state reporting, and much more.

    crowe.com
  • BLX Group LLC logo
    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 logo
    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 logo
    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
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