Includes light refreshments.
Your university maybe liable for income taxes from business activities unrelated to its tax-exempt purpose or mission. Deciding what activity is taxable can be complicated, explore the analytical framework for making informed taxability decisions. Learn to employ the three-prong UBIT test, statutory exceptions, and statutory exclusions to activities commonly experienced at universities including merchandise sales, research, licensing, leasing property to controlled entities, sponsorship, advertising, leasing facilities, and investment income.
Moss Adams LLP - Stockton, CA
Kyle R. ZumBerge, The University of Texas System Office of General Counsel - Austin, TX
Higher Education payments can present tax challenges in a variety of areas. Understanding the payment terminology used in higher education and ensuring tax compliance is a difficult task. Review different types of payments made to individuals, and discuss the associated tax compliance.
University of Central Florida - Orlando, FL
Julia Shanahan, Columbia University - New York, NY
Hear an overview of bona fide transfers of money or property, permissible donees, and IRS Section 170 substantiation and documentation requirements. Explore examples of common donations at colleges and universities, such as athletic event tickets, seats, and receipt of low-cost items.
John R. Barrett,
University of California System - Oakland, CA
Jodi R. Kessler, Massachusetts Institute of Technology - Cambridge, MA
Examine relevant areas and issues arising from a tax-exempt bond issuance; including the reasons organizations issue tax-exempt bonds, the rules relating to private use of tax-exempt bond proceeds, the importance of adopting post-issuance compliance procedures, and recent IRS guidance affecting tax-exempt bonds.
Marc R. Berger,
BDO USA, LLP - McLean, VA
Kelly Farmer, University of Minnesota System - Minneapolis, MN
The University of Texas at Austin
AccommodationsThe room block at the AT&T Conference Center has been exhausted. A limited amount of rooms have been blocked at the Hampton Inn & Suites Austin @ The University/Capitol located at 1701 Lavaca Street, just a 5 minute walk from the conference center. You can make a reservation by following the link below or by calling the hotel directly at 512-499-8881. Please mention "HETI Conference" to receive the $189 special rate. The special room rate will be available until May 20th or until the group block is sold-out, whichever comes first.
Reservation link: http://hamptoninn.hilton.com/en/hp/groups/personalized/A/AUSUAHX-HET-20170603/index.jhtml?WT.mc_id=POG
Parking InformationFree daily self-parking at UT garages. Separate fees apply for valet and overnight parking.
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.
With roughly 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.