eConference
2018 Higher Education Taxation Essentials eConference
Contains material from Jun 2018
2018 Higher Education Taxation Essentials eConference
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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.
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1.
UBIT Essentials (Jun 2018)
Kirsten Muller, Tracy Paglia
1.25
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Session 1
—75 mins
UBIT Essentials (Jun 2018)
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.
Originally presented: Jun 2018 Higher Education Taxation Essentials
Kirsten Muller,
University of Minnesota - Minneapolis, MN
Tracy Paglia,
Moss Adams LLP - Stockton, CA
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2.
People Payments Essentials (Jun 2018)
Jodi R. Kessler, Travis Patton
1.25
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0.00
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Session 2
—74 mins
People Payments Essentials (Jun 2018)
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.
Originally presented: Jun 2018 Higher Education Taxation Essentials
Jodi R. Kessler,
Massachusetts Institute of Technology - Cambridge, MA
Travis Patton,
PwC - Washington, DC
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3.
Charitable Contributions Essentials (Jun 2018)
Rick Klee, Sean P. Scally
1.25
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Session 3
—70 mins
Charitable Contributions Essentials (Jun 2018)
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.
Originally presented: Jun 2018 Higher Education Taxation Essentials
Rick Klee,
University of Notre Dame - Notre Dame, IN
Sean P. Scally,
Vanderbilt University - Nashville, TN
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4.
Tax-Exempt Bonds Essentials (Jun 2018)
Justin Hughes, Esq, John Sanchez
1.25
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Session 4
—78 mins
Tax-Exempt Bonds Essentials (Jun 2018)
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.
Originally presented: Jun 2018 Higher Education Taxation Essentials
Justin Hughes, Esq,
DAC Bond - Orlando, FL
John Sanchez,
Tufts University - Somerville, MA