Your university may conduct business activities unrelated to its tax-exempt purpose or mission. Learn to apply the three-prong UBI test, statutory exceptions, and statutory exclusions to activities common at college and university campuses.
University of Minnesota - Minneapolis, MN
Tracy Paglia, Moss Adams LLP - Stockton, CA
Review various tax aspects of people payments unique to colleges and universities, including student scholarships, fellowships, research stipends, worker classification, common fringe benefits, and payroll tax matters. Discuss aspects of the 2017 tax reform legislation that impact people payments.
Jodi R. Kessler,
Massachusetts Institute of Technology - Cambridge, MA
Travis Patton, PwC - Washington, DC
Basic tax rules, regulations and concepts pertaining to charitable contributions including a review of what is or is not deductible and what happens when a donor puts conditions or strings on a donation. Explore valuation and documentation issues along with both common and unique topics involving charitable contributions to an institution of higher education.
University of Notre Dame - Notre Dame, IN
Sean P. Scally, Vanderbilt University - Nashville, TN
This session will introduce higher-ed participants and stakeholders to the complexities and compliance requirements resulting from issuing tax-exempt debt as well as provide an overview in managing the post-issuance compliance effort and responsibilities for bond-funded facilities.
Justin Hughes, Esq,
DAC Bond - Orlando, FL
John Sanchez, Tufts University - Somerville, MA
The University of Texas at Austin
AccommodationsSpecial Room Rate: $189 good through May 1, 2018. Reference "Higher Education Tax Institute 2018" when you call reservations or book your room online here.
Parking InformationFree daily self-parking at UT garages. Separate fees apply for valet and overnight parking.
Crowe Horwath LLP is one of the fastest-growing firms in the United States, with an expanding footprint of offices and a top 10 ranking among U.S. accounting and consulting firms. Crowe has a strong focus on deep industry specialization focused on key industries, including Higher Education. Crowe has made long-term investments in developing the higher education and not-for-profit practice and has substantial resources available to meet the changing needs of our higher education clients. Crowe is also the only Firm that has developed an IRS-approved comprehensive toolset (the C-TRAC®) to assist clients with all not-for-profit tax compliance. C-TRAC is a web-based platform consisting of 10 modules built for various tax-exempt organizations including the debut of the C-TRAC Benchmarking Module which will allow the organization to access and export the 990s of any organization within the IRS e-file database.
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.