University of Texas School of Law
2018
Higher Education Taxation Essentials
Austin Jun 3, 2018 AT&T Conference Center
$125 Individual  |  $175 after May 23
PRESENTED BY
The University of Texas School of Law
The University of Texas System Office of General Counsel

EVENT SPONSORS
KPMG LLP
​Crowe Horwath LLP
Ice Miller LLP

SPONSORS
BDO USA, LLP
BLX Group LLC
PwC

SUPPORTING ORGANIZATION 
National Association of College and University Business Officers
 

UT Law CLE

2018 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 6th Annual Higher Education Taxation Institute (HETI), for in-depth coverage of federal tax issues, legislative and regulatory changes, and practical guidance in higher education taxation.

UT Law CLE

2018 Higher Education Taxation Essentials

4/26/18
Schedule

Sunday Afternoon, June 3, 2018

Presiding Officer:
Kelly Farmer, University of Minnesota System - Minneapolis, MN

12:00 pm
Registration Opens

12:40 pm
Welcoming Remarks

12:45 pm

1.25 hrs

UBIT Essentials

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.

Kirsten Muller, University of Minnesota - Minneapolis, MN
Tracy Paglia, Moss Adams LLP - Stockton, CA

2:00 pm

1.25 hrs

People Payments Essentials

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

3:15 pm
Break

3:30 pm

1.25 hrs

Charitable Contributions Essentials

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.

Rick Klee, University of Notre Dame - Notre Dame, IN
Sean P. Scally, Vanderbilt University - Nashville, TN

4:45 pm

1.25 hrs

Tax-Exempt Bonds Essentials

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

6:00 pm
Adjourn

UT Law CLE

2018 Higher Education Taxation Essentials

Faculty

Conference Faculty

Justin Hughes, Esq
DAC Bond
Orlando, FL
Jodi R. Kessler
Massachusetts Institute of Technology
Cambridge, MA
Rick Klee
University of Notre Dame
Notre Dame, IN
Kirsten Muller
University of Minnesota
Minneapolis, MN
Tracy Paglia
Moss Adams LLP
Stockton, CA
Travis Patton
PwC
Washington, DC
John Sanchez
Tufts University
Somerville, MA
Sean P. Scally
Vanderbilt University
Nashville, TN

Planning Committee

Mary M. Bachinger
National Association of College and University Business Officers (NACUBO)
Washington, DC
John R. Barrett
University of California System
Oakland, CA
Alan Bond
BLX Group
New York, NY
Laura E. Butzel
Patterson Belknap Webb & Tyler LLP
New York, NY
Jackie Coburn
Crowe Horwath LLP
Dallas, TX
Benjamin Davidson
The University of North Carolina at Chapel Hill
Chapel Hill, NC
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
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
Alexandra Mitchell
KPMG LLP
Washington, DC
Kyle Richard
University of Washington
Seattle, WA
Sean P. Scally
Vanderbilt University
Nashville, TN
Julia Shanahan
Columbia University
New York, NY
Noel A. Sloan
Texas Tech University
Lubbock, TX
Mike Sorrells
Tate & Tryon
Washington, DC
A. L. (Lorry) Spitzer
Ropes & Gray LLP and Massachusetts Institute of Technology
Boston, MA
Wendy M. Swary
The Ohio State University
Columbus, OH
Kyle R. ZumBerge
Austin, TX

UT Law CLE

2018 Higher Education Taxation Essentials

Credit Information

MCLE Credit

Texas
5.00 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
5.00 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
5.00 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
6.00 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
6.00 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.nasbaregistry.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. Visit your state’s reporting website for more information or www.nasba.org.
TX Accounting CPE
6.00 hrs
Additional Information
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 will need to sign in on the Accounting CPE Record of Attendance form at the registration desk. You will receive a Texas Accounting Certificate of Completion at the conference for your records. Self-report your CPE credit directly to TSBPA. UT Law CLE will maintain Attendance Records for four years.  

UT Law CLE

2018 Higher Education Taxation Essentials

Key Dates

Austin

  • Last day for Individual early registration: May 23, 2018
    Add $50 for registrations received after this time
  • Last day for cancellation (full refund): May 29, 2018
  • Last day for cancellation (partial refund): May 31, 2018
    $50 processing fee applied

UT Law CLE

2018 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

Accommodations

Special 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 Information

Free daily self-parking at UT garages. Separate fees apply for valet and overnight parking.   

UT Law CLE

2018 Higher Education Taxation Essentials

Sponsors