Speaker and attendees at a UT Law CLE conference presentation
eCourse

A New Landscape of Strategic Alliances: Structuring Transactions with Donors, Faculty, and Commercial Partners

Contains material from Jul 2026
A New Landscape of Strategic Alliances: Structuring Transactions with Donors, Faculty, and Commercial Partners
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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
  • Credit Info
  • TX, CA, PA
  • TX MCLE credit expires: 7/31/2027
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Sessions

Credit
1. A New Landscape of Strategic Alliances: Structuring Transactions with Donors, Faculty, and Commercial Partners
(Jul 2026)

Edward J. Jennings, Erica McReynolds, Kendi Ozmon

1.00 0.00 0.00 1.00
Downloadable Materials
Transcript (txt)
Paper (pdf) – 3 pgs
Paper (pdf) – 10 pgs
Slides (pdf) – 28 pgs

Session 1 —60 mins 1.00

A New Landscape of Strategic Alliances: Structuring Transactions with Donors, Faculty, and Commercial Partners
(Jul 2026)

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.

Originally presented: Jun 2026 Updates in Higher Education Taxation

Edward J. Jennings, University of Michigan - Ann Arbor, MI
Erica McReynolds, PwC - Philadelphia, PA
Kendi Ozmon, Ropes & Gray LLP - Boston, MA