UT Law CLE Live Conferences

2022

Higher Education Taxation Essentials

Austin Jun 19, 2022 Sheraton Austin Hotel at the Capitol
$175 Individual | $225 after Jun 10

$160 Group rate per person (5 registrants minimum) | $210 after Jun 10

$140 Group rate per person (10 registrants minimum) | $190 after Jun 10

Live Webcast Jun 19, 2022
$175 Individual | $225 after Jun 10

$160 Group rate per person (5 registrants minimum) | $210 after Jun 10

$140 Group rate per person (10 registrants minimum) | $190 after Jun 10

Register

Related products: Materials

EXCLUSIVE RECEPTION SPONSOR
Kelly Education

MONDAY LUNCHEON SPONSOR
Crowe LLP

INSTITUTE SPONSOR
BLX Group LLC
KPMG LLP
PwC
RSM US LLP

Download Brochure (PDF)

Overview

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; payments and fringe benefits, 501(c)(3) status, and tax reform basics.

Stay on for the 10th 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.

Event Schedule

Program is subject to change.
All times are Central Time Zone.

Time

Credit

Subject

Speaker
Sunday Afternoon
Presiding Officer:
Julia Shanahan, Columbia University - New York, NY
12:00 pm
Austin Only

Registration Opens

Includes light refreshments.
12:40 pm

Welcoming Remarks
12:45 pm

1.00 hr

Introduction to Section 501(c)(3) Status for Colleges and Universities

Hear a discussion on the specific tax rules governing private colleges and universities and evaluate whether public colleges and universities should pursue or maintain dual status. Discuss Form 990 and Form 990-T filing requirements applicable to colleges and universities and related organizations.

Alexandra O. Mitchell, RSM US LLP - Washington, DC
Preston J. Quesenberry, KPMG LLP - Washington, DC
1:45 pm

1.50 hrs

UBIT Essentials

Your university may conduct business activities unrelated to its tax-exempt mission. Learn to apply the three-prong UBI test, statutory exceptions, and statutory exclusions to activities common at college and university campuses. Hear a basic overview of expense allocation rules, siloing and other hot topics related to UBI reporting.

Erin McGlinchey Couture, Grant Thornton LLP - Boston, MA
Julia Shanahan, Columbia University - New York, NY
Kyle R. ZumBerge, The University of Texas Accounting and Financial Management - Austin, TX
3:15 pm

15-Minute Break
3:30 pm

0.75 hr

Charitable Contributions

A discussion on the basic definition of a charitable contribution and some of the issues related to charitable gifts. Information on the charitable gift receipting rules will also be included.

Joseph R. Irvine, The Ohio State University - Columbus, OH
4:15 pm

1.25 hrs

People Payments and Fringe Benefits

Universities frequently receive requests to pay individuals for various reasons. This session will provide insight on the proper classification of a wide range of payment requests a tax director will encounter along with discussion of their reporting requirements.

Joel Levenson, University of Central Florida - Orlando, FL
Tracy Paglia, Moss Adams LLP - Stockton, CA
5:30 pm

0.50 hr

Bond Essentials

An overview of the IRS rules and regulations relating to tax-exempt debt, including private business use and arbitrage and yield restriction. Understanding the rules can help organizations more effectively manage the investment of their bond proceeds and the use of their bond-financed facilities, while avoiding potential IRS hazards associated with noncompliance.

Alan Bond, BLX Group - New York, NY
Barbara Jane League, Orrick - Houston, TX
6:00 pm

Adjourn

Download Schedule

Conference Faculty

Alan Bond

BLX Group
New York, NY

Erin McGlinchey Couture

Grant Thornton LLP
Boston, MA

Joseph R. Irvine

The Ohio State University
Columbus, OH

Barbara Jane League

Orrick
Houston, TX

Joel Levenson

University of Central Florida
Orlando, FL

Alexandra O. Mitchell

RSM US LLP
Washington, DC

Tracy Paglia

Moss Adams LLP
Stockton, CA

Preston J. Quesenberry

KPMG LLP
Washington, DC

Julia Shanahan

Columbia University
New York, NY

Kyle R. ZumBerge

The University of Texas Accounting and Financial Management
Austin, TX

Planning Committee

Joseph R. Irvine—Co-Chair

The Ohio State University
Columbus, OH

Kyle R. ZumBerge—Co-Chair

The University of Texas Accounting and Financial Management
Austin, TX

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

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

Edward J. Jennings

University of Michigan
Ann Arbor, MI

Laura Kalick, Esq.

Kalick Law LLC
Washington, DC

Donna Kepley

Arctic International LLC
Austin, TX

Jodi R. Kessler

Massachusetts Institute of Technology
Cambridge, MA

Bob Lammey

Ernst & Young LLP
Boston, MA

Joel Levenson

University of Central Florida
Orlando, FL

Ruth M. Madrigal

KPMG LLP
Washington, DC

Alexandra O. Mitchell

RSM US LLP
Washington, DC

Alexander L. Reid

BakerHostetler
Washington, DC

Kyle Richard

Foster Garvey PC
Seattle, WA

Amy A. Rodriguez

The Ohio State University
Columbus, OH

Sean P. Scally

Vanderbilt University
Nashville, TN

Julia Shanahan

Columbia University
New York, NY

MCLE Credit

Texas – 5.00 hrs
Legal Specialization(s): Tax Law

You may claim your credit online in Your Briefcase, and UT Law CLE will report credit on your behalf to the State Bar of Texas. A Certificate of Attendance will be provided in Your Briefcase for your records. The system reports Texas CLE credit every Monday. If you are claiming credit in the last week of your birth month, self-report your CLE credit directly to the State Bar of Texas at texasbar.com

California – 5.00 hrs

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 must claim your credit online in Your Briefcase, and will then be provided a Certificate of Attendance for your records. UT Law CLE will maintain Attendance Records for four years.

Illinois – Expected – 5.00 hrs

You must claim your credit online in Your Briefcase, and will then be provided a Certificate of Attendance for your records. You may also need to sign in at the registration desk if you are attending the live conference - please check with conference staff. UT Law CLE will verify the number of Illinois attorneys in attendance within 10 days after the conference and will report your credit to the MCLE Board of the Supreme Court of Illinois. UT Law CLE will maintain Attendance Records for four years.

Ohio – Expected – 5.00 hrs

UT Law CLE will report credit on your behalf to The Supreme Court of Ohio within 30 days after the conference. You must claim your credit online in Your Briefcase, and will then be provided a Certificate of Attendance for your records. You may also need to sign in at the registration desk if you are attending the live conference - please see staff for details.

Oklahoma – 6.00 hrs

At the conference, you will need to sign in on the Record of Attendance form at the registration desk. You must claim your credit online in Your Briefcase, and will then be provided a Certificate of Attendance for your records. UT Law CLE will report credit on your behalf to the Oklahoma Bar Association within 30 days after the conference.

Pennsylvania – 5.00 hrs

UT Law CLE is an approved provider of Pennsylvania credit, sponsor #236. You must claim your credit online in Your Briefcase, and will then be provided a Certificate of Attendance for your records. You may also be required to sign-in at the registration desk if you are attending in-person - please see staff onsite for more details. Attorney attendance will be reported to Pennsylvania within 2 weeks of the webcast conclusion. Attorneys are not able to report this credit on their own, and UT Law CLE pays all associated fees for the credit hours. Contact Laura Tolin, ltolin@law.utexas.edu, if you have additional questions.

Other States – 5.00 hrs

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 to ensure it will qualify for self-reporting your credits.

To claim Other States MCLE credit, Other States credit option must be selected PRIOR to viewing the live webcast. You must claim your credit online in Your Briefcase, and will then be provided a Certificate of Attendance for your records.

This accreditation requires attendance verification. UT Law CLE monitors and records attendee responses to questions that randomly appear during the live webcast presentation. The response record is detailed on the Certificate of Completion.

MCLE credit is presented based on a 60-minute credit hour.

Other Credit

National Accounting CPE – 6.00 hrs

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

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.

Contact Laura Tolin, ltolin@law.utexas.edu, if you have additional questions.

MCLE Credit

Texas – 5.00 hrs
Legal Specialization(s): Tax Law

UT Law CLE will report credit to the State Bar of Texas on your behalf. If you are claiming credit in the last week of your birth month, self-report your credit directly to the State Bar of Texas at texasbar.com. A Certificate of Completion will be emailed to you upon claiming credit.

California – 5.00 hrs

Self-report your CLE credit directly to the State Bar of California at calbar.ca.gov. Print and keep the Certificate of Completion for your records. A Certificate of Completion will be emailed to you upon claiming credit.

Illinois – Expected – 5.00 hrs

UT Law CLE will verify the number of Illinois attorneys in attendance within 10 days after the conference and will report your credit to the MCLE Board of the Supreme Court of Illinois. UT Law CLE will maintain Attendance Records for four years.

Ohio – Expected – 5.00 hrs

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

The University of Texas School of Law (Provider #169) live webcast presentations meet the requirements and are presumptively approved by the Oklahoma Bar Association for MCLE credit based on a 50-minute credit hour. This accreditation requires attendance verification. In compliance with the rules, UT Law CLE monitors and records attendee responses to questions that randomly appear during the live webcast presentation. The response record is detailed on the Certificate of Completion.

To claim Oklahoma MCLE credit, Oklahoma credit option must be selected PRIOR to viewing the live webcast. Upon claiming credit, a Certificate of Completion will be emailed to you. UT Law CLE will report credit on your behalf to the Oklahoma Bar Association within 30 days after the webcast.

Pennsylvania – 5.00 hrs

UT Law CLE is an approved provider of Pennsylvania credit, sponsor #236. Attorney attendance will be reported to Pennsylvania within 2 weeks of the webcast conclusion. Attorneys are not able to report this credit on their own, and UT Law CLE pays all associated fees for the credit hours. Contact Laura Tolin, ltolin@law.utexas.edu, if you have additional questions.

Other States – 5.00 hrs

Note on Self-Reporting Your Credits in Another State

To claim Other States MCLE credit, Other States credit option must be selected PRIOR to viewing the live webcast. You must claim your credit online in Your Briefcase, and will then be provided a Certificate of Attendance for your records.

This accreditation requires attendance verification. UT Law CLE monitors and records attendee responses to questions that randomly appear during the live webcast presentation. The response record is detailed on the Certificate of Completion.

MCLE credit is presented based on a 60-minute credit hour.

Other Credit

TX Accounting CPE – 6.00 hrs

The University of Texas School of Law (Provider #250) live webcast presentations meet the requirements and 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.

This accreditation requires attendance verification. In compliance with the rules, UT Law CLE monitors and records attendee responses to questions that randomly appear during the live webcast presentation. The response record is detailed on the Certificate of Completion.

To claim Texas Accounting CPE credit, the Texas Accounting CPE credit option must be selected PRIOR to viewing the live webcast. Upon claiming credit, a Certificate of Completion will be emailed to you. Self-report your CPE credit directly to the Texas State Board of Public Accountancy.

Contact Laura Tolin, ltolin@law.utexas.edu, if you have additional questions.

Key Dates

Austin – Jun 19, 2022 – Sheraton Austin Hotel at the Capitol

Live Webcast – Jun 19, 2022