eCourse
Advanced UBI and Complex Issues
Contains material from Jul 2026
Advanced UBI and Complex Issues
Not yet rated
Technical Questions?
512.475.6700
service@utcle.org
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
- Credit Info
- TX, CA
- TX MCLE credit expires: 7/31/2027
You must be signed in, have purchased this eCourse,
and the eCourse must be active
to have access.
Sessions
Credit
1.
UBI (Advanced) (Jul 2026)
Amy S. Bellanca, Jackie Daniels, Matthew Shade
0.75
0.00
0.00
0.75
Downloadable Materials
Transcript
(txt)
Slides
(pdf)
– 31 pgs
Session 1 —45 mins 0.75
UBI (Advanced) (Jul 2026)
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.
Originally presented: Jun 2026 Updates in Higher Education Taxation
Amy S. Bellanca,
Crowe LLP - Plano, TX
Jackie Daniels,
Massachusetts Institute of Technology - Cambridge, MA
Matthew Shade,
Penn State University - University Park, PA