2026 Legislative and Policy Updates Impacting Higher Education Taxation
Hear a timely and insightful discussion exploring key legislative developments—both proposed and recently enacted—that are shaping the taxation landscape for higher education institutions in the year ahead.
Includes: Video Captions Audio Transcript No Materials
- Total Credit Hours:
- 1.00 hr
- Credit Info
- TX, CA, PA
- TX MCLE credit expires: 7/31/2027
-
2026 Legislative and Policy Updates Impacting Higher Education TaxationNot yet rated
A New Landscape of Strategic Alliances: Structuring Transactions with Donors, Faculty, and Commercial Partners
This session uses case studies to examine how universities can structure transactions with donors, faculty, and commercial partners, with an emphasis on tax law compliance and the practical implications of alternative structures. Using real-world scenarios, compare choices among structuring alternatives and discuss protections universities can, and should, build into these arrangements. Topics include preserving tax-exempt status, avoiding private benefit and inurement, managing unrelated business taxable income, navigating the IRS joint venture rules, ensuring compliance with tax-exempt bonds, and IRS Form 990 reporting.
Includes: Video Captions Audio Transcript Paper Slides
- Total Credit Hours:
- 1.00 hr
- Credit Info
- TX, CA, PA
- TX MCLE credit expires: 7/31/2027
-
A New Landscape of Strategic Alliances: Structuring Transactions with Donors, Faculty, and Commercial PartnersNot yet rated
Advanced Licensing Issues and Open Source Updates (2026)
Session 1: Advanced Licensing - A review of the evolving state field of licensing law, with a focus on emerging issues raised by licensing digital content, including digitized traditional media like images, music and text, as well as new type of content such as data and AI-related content. Including new judicial precedent and statutory developments that are important for practitioners who draft and negotiate content license agreements. Session 2: Open Source Updates - This session reviews recent developments in open-source law and practice, including licensing trends and risk management for open source AI, business developments in commercial open source, and updates on relevant litigation.
Includes: Video Captions Audio Transcript Slides
- Total Credit Hours:
- 2.00 hrs
- Credit Info
- TX, CA, PA
- TX MCLE credit expires: 7/31/2027
-
Advanced Licensing Issues and Open Source Updates (2026)Not yet rated
Advanced UBI and Complex Issues
This advanced session builds on the foundational overview to examine complex UBIT issues facing higher education institutions, including expense allocation methodologies, expense substantiation, and high-risk technical areas that frequently draw scrutiny. Through practical case studies and discussion of planning considerations, this presentation explores sophisticated compliance challenges and strategic approaches that institutions are confronting in today’s enforcement environment.
Includes: Video Captions Audio Transcript Slides
- Total Credit Hours:
- 0.75 hr
- Credit Info
- TX, CA
- TX MCLE credit expires: 7/31/2027
-
Advanced UBI and Complex IssuesNot yet rated
AI Governance in Practice: Designing Policies, Driving Adoption, and Managing Compliance Risks
This session offers a practical guide to implementing effective AI governance within an organization. Participants learn how to design clear, workable policies that support responsible AI use, encourage adoption, and manage legal, ethical, and compliance risks. The discussion focuses on building governance frameworks that align innovation with accountability in today’s evolving AI landscape.
Includes: Video Captions Audio Transcript Slides
- Total Credit Hours:
- 1.00 hr | 0.50 Ethics
- Credit Info
- TX, CA, PA
- TX MCLE credit expires: 7/31/2027
-
AI Governance in Practice: Designing Policies, Driving Adoption, and Managing Compliance RisksNot yet rated
AI, Quantum Computing, and Emerging Technologies: Federal Policy and Regulation
This discussion explores the evolving U.S. federal policy and regulatory framework governing artificial intelligence, quantum computing, and other frontier technologies, with attention to administration priorities, agency actions, and legislative trends.
Includes: Video Captions Audio Transcript Slides
- Total Credit Hours:
- 0.75 hr | 0.50 Ethics
- Credit Info
- TX, CA
- TX MCLE credit expires: 7/31/2027
-
AI, Quantum Computing, and Emerging Technologies: Federal Policy and RegulationNot yet rated
Hooked on CLE: August 2026
THIS MONTH: Protecting Clients in Litigation • The Safety Net in Texas and Back to the Future • Lessons Learned from GCs Behaving Badly (Allegedly) • Education Savings Accounts: Understanding School Choice in Texas • Persuasive Legal Writing
Includes: Video Captions Audio Transcript Paper Slides
- Total Credit Hours:
- 4.00 hrs | 1.00 Ethics
- Credit Info
- TX, CA, PA
- TX MCLE credit expires: 7/31/2027
-
Hooked on CLE: August 20264.13 out of 5 starsWhat was the overall quality of the course (presentation, materials, and technical delivery)?Rate the overall teaching effectiveness and presentation skills of faculty for the course.
Best Practices for an Uphill Battle: A Discussion Between Defense Attorneys
What works in criminal appeals? What doesn't? And what is worth doing anyway? Join speakers—defense attorneys, former judicial law clerks, and board-certification committee members—for a candid discussion on the realities and nuances of representing defendants in appellate courts.
Includes: Video Captions Audio Transcript Paper Slides
- Total Credit Hours:
- 0.75 hr
- Credit Info
- TX, CA
- TX MCLE credit expires: 7/31/2027
-
Best Practices for an Uphill Battle: A Discussion Between Defense AttorneysNot yet rated
Bond Issuance Preparedness: New Money and Refundings Done Right
As interest rates and market dynamics continue to shift, issuers and borrowers of tax-exempt bonds must be proactive and strategic in preparing for upcoming financings, whether for new money or refunding. This session offers a practical overview of key considerations and essential documentation for a successful bond issuance. Topics include the importance of accurate arbitrage rebate and private business use calculations for refundings, strategies for planning and timing capital projects, best practices for reimbursement resolutions, and guidance on permitted investments to ensure compliance and flexibility.
Includes: Video Captions Audio Transcript Slides
- Total Credit Hours:
- 0.50 hr
- Credit Info
- TX, CA
- TX MCLE credit expires: 7/31/2027
-
Bond Issuance Preparedness: New Money and Refundings Done RightNot yet rated
Discovery in Light of Heath
Explore the Heath opinion and its impact on trial and appellate practitioners. Address trial court pleadings, direct appeals, and mandamus related to discovery issues.
Includes: Video Captions Audio Transcript Paper Slides
- Total Credit Hours:
- 1.00 hr
- Credit Info
- TX, CA, PA
- TX MCLE credit expires: 7/31/2027
-
Discovery in Light of Heath3.75 out of 5 starsWhat was the overall quality of the course (presentation, materials, and technical delivery)?Rate the overall teaching effectiveness and presentation skills of faculty for the course.
Ethical Responsibility in Learning How to Use Technology and AI in Appellate Practice
Discuss the ethical obligations of appellate attorneys impacted by the use of AI, as well as how appellate courts are beginning to use AI. From the duty of technological competence to the duty to supervise to the duty of candor to the tribunal (and much more), it is critical for appellate practitioners to understand AI’s benefits and risks for their practice, and to know where the boundary lines are drawn. Also, hear about cutting-edge topics, including the ethical considerations surrounding the use of AI assistants to record and summarize client communications.
Includes: Video Captions Audio Transcript Paper Slides
- Total Credit Hours:
- 1.00 hr | 1.00 Ethics
- Credit Info
- TX, CA, PA
- TX MCLE credit expires: 7/31/2027
-
Ethical Responsibility in Learning How to Use Technology and AI in Appellate Practice3 out of 5 starsWhat was the overall quality of the course (presentation, materials, and technical delivery)?Rate the overall teaching effectiveness and presentation skills of faculty for the course.
Ethics Lessons from the Hit TV Show “Suits”
The hit series "Suits" follows new associate Mike Ross in his adventures in big law working under partner Harvey Specter. In aggressively advocating for their clients, this duo uses tactics most attorneys wouldn't normally see in a merger or a hearing before a judge. In this presentation, Texas litigator Brent Turman tracks these fictional attorneys' cases as well as the power struggles within this firm of diverse and interesting characters, explaining whether their on-screen actions comply with specific ABA Model Rules of Professional Conduct (spoiler alert: most of the time they don't.). Through the lens of this captivating series, Turman provides an entertaining way for attorneys to obtain ethics credit.
Includes: Video Captions Slides
- Total Credit Hours:
- 1.00 hr | 1.00 Ethics
- Credit Info
- TX, CA, PA
- TX MCLE credit expires: 7/31/2027
-
Ethics Lessons from the Hit TV Show “Suits”5 out of 5 starsWhat was the overall quality of the course (presentation, materials, and technical delivery)?Rate the overall teaching effectiveness and presentation skills of faculty for the course.
Executive Contracts and 4960 Rules
In negotiating executive compensation agreements for tax-exempt entity executives, this presentation discusses some tax issues that may not come up in for-profit entities--most longer-term retirement, reward, or retention programs; executive fringe benefits (housing, cars, tuition-free benefits for family members, life insurance, post-retirement health, country clubs, spousal travel, board travel, security, etc.); a possible future separation agreement. In negotiating a compensation package, an entity needs to keep an eye on how these benefits and payments will “play together” under section 4960 (and for W-2 timing). This may include charting expected increases in pay, the value of benefits, and separation agreements, along with the possible use of various substantial risks of forfeiture structures to help balance the entity’s need for retention and incentives and the executive’s need to generally feel secure and rewarded.
Includes: Video Captions Audio Transcript Slides
- Total Credit Hours:
- 1.00 hr
- Credit Info
- TX, CA, PA
- TX MCLE credit expires: 7/31/2027
-
Executive Contracts and 4960 RulesNot yet rated
Forensic Science Meets the Law in Criminal Practice
Session 1: Science Meets the Law: Article 11.073 - CCP Article 11.073 has been described as an antidote to convictions based on ‘junk science.’ Examine whether that description is accurate and explore the inner workings of this trailblazing statute. Session 2: Future Issues with Regards to Forensic Sciences - This presentation provides a high-level overview of burgeoning forensic science issues in fields such as toolmark examinations, digital forensic analysis of cell phones beyond location data, and of course shaken baby syndrome. The presentation also covers the role of the Office of Capital and Forensic Writs in representing individuals whose convictions rests on flawed forensics.
Includes: Video Captions Audio Transcript Paper Slides
- Total Credit Hours:
- 1.25 hrs
- Credit Info
- TX, CA, PA
- TX MCLE credit expires: 7/31/2027
-
Forensic Science Meets the Law in Criminal PracticeNot yet rated
From Vendors to Value Chains: Contracting for AI Supply Chain Risk
AI tools rely on layered value chains involving data sources, models, platforms, and downstream dependencies that traditional vendor contracts were never designed to address. This session explores how lawyers can rethink contractual risk allocation, transparency, audit rights, and accountability across the AI value chain.
Includes: Video Captions Audio Transcript Slides
- Total Credit Hours:
- 1.00 hr | 0.50 Ethics
- Credit Info
- TX, CA, PA
- TX MCLE credit expires: 7/31/2027
-
From Vendors to Value Chains: Contracting for AI Supply Chain RiskNot yet rated
Hot Topics in Private Company Mergers and Acquisitions (2026)
A discussion with distinguished practitioners on recent market developments, relevant court cases and regulatory updates, and the increasing role of technology in due diligence. They will also address best practices for preparing for an M&A transaction, structuring deals, negotiating terms, and planning for post-acquisition integration.
Includes: Video Captions Audio Transcript Slides
- Total Credit Hours:
- 0.75 hr
- Credit Info
- TX, CA
- TX MCLE credit expires: 7/31/2027
-
Hot Topics in Private Company Mergers and Acquisitions (2026)Not yet rated
Multi-jurisdictional Considerations in Managing Supply Chain Privacy Risk
Suppliers handling personal data on behalf of your company pose significant data protection risks. This panel examines how legal and procurement teams collaborate to create robust third-party oversight programs designed to satisfy multiple potentially-conflicting regulatory requirements at multi-national companies.
Includes: Video Captions Audio Transcript Slides
- Total Credit Hours:
- 1.00 hr
- Credit Info
- TX, CA, PA
- TX MCLE credit expires: 7/31/2027
-
Multi-jurisdictional Considerations in Managing Supply Chain Privacy RiskNot yet rated
Navigating Enterprise Risk in a Rapidly Changing World
This panel brings together compliance leaders across industries to explore the essentials of effective risk management at the enterprise level. They cover team structure, technology and AI integration, leveraging external expertise, and strategies for adapting to an evolving regulatory landscape.
Includes: Video Captions Audio Transcript No Materials
- Total Credit Hours:
- 0.75 hr
- Credit Info
- TX, CA
- TX MCLE credit expires: 7/31/2027
-
Navigating Enterprise Risk in a Rapidly Changing WorldNot yet rated
NIL: Legal, Tax, and Financial Updates (2026)
Name, Image, and Likeness (NIL) continues to reshape the legal, tax, and financial landscape of college athletics. This session provides a practical and timely update on NIL developments as they stand in 2026, with a focus on tax treatment, compliance obligations, and emerging institutional risks.
Includes: Video Captions Audio Transcript Slides
- Total Credit Hours:
- 1.00 hr
- Credit Info
- TX, CA, PA
- TX MCLE credit expires: 7/31/2027
-
NIL: Legal, Tax, and Financial Updates (2026)Not yet rated
Persuasive Legal Writing
Legal writing persuades by meeting the reader’s needs and helping the reader see the case from the client’s point of view. Explore techniques legal writers can use to help their readers and their clients.
Includes: Video Captions Audio Transcript Paper Slides
- Total Credit Hours:
- 1.00 hr
- Credit Info
- TX, CA, PA
- TX MCLE credit expires: 7/31/2027
-
Persuasive Legal WritingNot yet rated