University of Texas School of Law
Conference art
TX Credit Info:
3.00 hrs
TX Specialization:
Tax Law
More Credit Info

2017

Higher Education Taxation Essentials

Austin Jun 4, 2017 – AT&T Conference Center
$125 Individual  |  $175 after May 26

Register

EVENT SPONSORS
Crowe Horwath LLP
PwC

SPONSORS
BDO USA, LLP
BLX Group LLC
EY
KPMG LLP
Ropes & Gray LLP

UT Law CLE

2017 Higher Education Taxation Essentials

Program Features
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.

UT Law CLE

2017 Higher Education Taxation Essentials

3/28/17
Schedule

Sunday Afternoon, June 4, 2017

Presiding Officer:
Kyle R. ZumBerge, The University of Texas System Office of General Counsel - Austin, TX

12:00 pm
Registration Opens

Includes light refreshments.

12:30 pm
Welcoming Announcements

12:35 pm

0.75 hr

UBIT Essentials

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.
 

Tracy Paglia, Moss Adams LLP - Stockton, CA
Kyle R. ZumBerge, The University of Texas System Office of General Counsel - Austin, TX

1:20 pm

0.75 hr

People Payments

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.

Joel Levenson, University of Central Florida - Orlando, FL
Julia Shanahan, Columbia University - New York, NY

2:05 pm
Break

2:15 pm

0.75 hr

Charitable Contributions Essentials

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

3:00 pm

0.75 hr

Tax-Exempt Bond Essentials

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

3:45 pm
Essentials Adjourn

UT Law CLE

2017 Higher Education Taxation Essentials

Faculty

Conference Faculty

John R. Barrett
University of California System
Oakland, CA
Marc R. Berger
BDO USA, LLP
McLean, VA
Kelly Farmer
University of Minnesota System
Minneapolis, MN
Jodi R. Kessler
Massachusetts Institute of Technology
Cambridge, MA
Joel Levenson
University of Central Florida
Orlando, FL
Tracy Paglia
Moss Adams LLP
Stockton, CA
Julia Shanahan
Columbia University
New York, NY
Kyle R. ZumBerge
The University of Texas System Office of General Counsel
Austin, TX

Planning Committee

Benjamin Davidson—Co-Chair
The University of North Carolina at Chapel Hill
Chapel Hill, NC
Sean P. Scally—Co-Chair
Vanderbilt University and Medical Center
Nashville, TN
Kyle R. ZumBerge—Co-Chair
The University of Texas System Office of General Counsel
Austin, TX
Mary M. Bachinger
National Association of College and University Business Officers (NACUBO)
Washington, DC
John R. Barrett
University of California System
Oakland, CA
Laura E. Butzel
Patterson Belknap Webb & Tyler LLP
New York, NY
Jackie Coburn
Crowe Horwath LLP
Dallas, TX
Kelly Farmer
University of Minnesota System
Minneapolis, MN
Robert W. Friz
PwC
Philadelphia, PA
Bertrand M. Harding Jr.
Law Offices of Bertrand M. Harding Jr.
Alexandria, VA
Joseph R. Irvine
The Ohio State University
Columbus, OH
Joanna Jefferson
The University of Texas School of Law
Austin, TX
Edward J. Jennings
University of Michigan
Ann Arbor, MI
Laura Kalick
BDO USA, LLP
Washington, DC
Donna Kepley
Arctic International LLC
Austin, TX
Jodi R. Kessler
Massachusetts Institute of Technology
Cambridge, MA
Rick Klee
University of Notre Dame
Notre Dame , IN
Bob Lammey
Ernst & Young LLP
Boston, MA
Joel Levenson
University of Central Florida
Orlando, FL
Julia Shanahan
Columbia University
New York, NY
Noel A. Sloan
Texas Tech University
Lubbock, TX
Kathleen R. Snell
University of Vermont
Burlington, VT
Mike Sorrells
Tate & Tryon
Washington, DC
A. L. (Lorry) Spitzer
Ropes & Gray LLP
Boston, MA

UT Law CLE

2017 Higher Education Taxation Essentials

Credit Information

MCLE Credit

Texas
3.00 hrs
Legal Specialization(s): Tax Law
Additional Information
A Texas MCLE Reporting Form will be included in your course materials. Please complete and return to the registration desk and UT Law CLE will report credit on your behalf to the State Bar of Texas, or you can self-report your credit directly to the State Bar of Texas at texasbar.com. A Certificate of Attendance will be provided at the conference to keep for your records.  
California
3.00 hrs
Additional Information
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 will receive a Certificate of Attendance at the conference to keep for your records. UT Law CLE will maintain Attendance Records for four years.  
Ohio – Expected
3.00 hrs
Additional Information
At the conference, you will need to sign in on the Record of Attendance form at the registration desk. 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 – Expected
3.50 hrs
Additional Information
At the conference, you will need to sign in on the Record of Attendance form at the registration desk. You will receive a Certificate of Attendance at the conference to keep for your records. UT Law CLE will report credit on your behalf to the Oklahoma Bar Association within 30 days after the conference.
Other States
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 before taking the program to ensure it will qualify for self-reporting your credits.

Other Credit

National Accounting CPE
3.50 hrs
Additional Information
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.learningmarket.org.

Delivery Method: Group-Live

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.

UT Law CLE

2017 Higher Education Taxation Essentials

Key Dates

Austin

  • Last day for Individual early registration: May 26, 2017
    Add $50 for registrations received after this time
  • Last day for cancellation (full refund): May 30, 2017
  • Last day for cancellation (partial refund): Jun 1, 2017
    $50 processing fee applied

UT Law CLE

2017 Higher Education Taxation Essentials

Hotel / Venue

Austin

AT&T Conference Center

The University of Texas at Austin
1900 University Avenue
Austin, TX
877.744.8822 (reservations)
Map


UT Law CLE

2017 Higher Education Taxation Essentials

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