eCourse
Alternative Investments and Tax-Exempt Bond Compliance Strategies
Contains material from Jun 2018
Alternative Investments and Tax-Exempt Bond Compliance Strategies
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Session 1: Alternative Investments: The Keys to Managing Tax Risks - Alternative investments present tough challenges to tax advisers and tax professionals of colleges and universities and can be a strain on resources – including intensive information gathering, combing through complex Schedules K-1, communicating with investment advisors, and rigorous tax reporting. Learn best practices on how to manage the tax compliance process related to alternative investments, including leveraging relationships with campus resources including the offices of Investment, Treasury, and Accounting.
Session 2: Tax-Exempt Bond Compliance Strategies - Learn about the new IRS safe-harbor management contract rules, and hear an overview of the 2017 Tax Act and its impact on tax-exempt bond financing, and the essential elements of building a post-issuance tax compliance program, including Schedule K reporting.
Session 2: Tax-Exempt Bond Compliance Strategies - Learn about the new IRS safe-harbor management contract rules, and hear an overview of the 2017 Tax Act and its impact on tax-exempt bond financing, and the essential elements of building a post-issuance tax compliance program, including Schedule K reporting.
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1.
Alternative Investments: The Keys to Managing Tax Risks (Jun 2018)
John R. Barrett, Jackie Coburn, Rick Klee
1.00
0.00
0.00
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Session 1
—59 mins
Alternative Investments: The Keys to Managing Tax Risks (Jun 2018)
Alternative investments present tough challenges to tax advisers and tax professionals of colleges and universities and can be a strain on resources – including intensive information gathering, combing through complex Schedules K-1, communicating with investment advisors, and rigorous tax reporting. Learn best practices on how to manage the tax compliance process related to alternative investments, including leveraging relationships with campus resources including the offices of Investment, Treasury, and Accounting.
Originally presented: Jun 2018 Higher Education Taxation Institute
John R. Barrett,
University of California System - Oakland, CA
Jackie Coburn,
Crowe Horwath LLP - Dallas, TX
Rick Klee,
University of Notre Dame - Notre Dame, IN
Show session details
2.
Tax-Exempt Bond Compliance Strategies (Jun 2018)
Kelly Farmer, Cynthia Nethercut, Edwin Oswald
1.00
0.00
0.00
Preview Materials
Download session materials for offline use
Session 2
—60 mins
Tax-Exempt Bond Compliance Strategies (Jun 2018)
Discuss the new IRS safe-harbor management contract rules, and hear an overview of the 2017 Tax Act and its impact on tax-exempt bond financing, and the essential elements of building a post-issuance tax compliance program, including Schedule K reporting.
Originally presented: Jun 2018 Higher Education Taxation Institute
Kelly Farmer,
University of Minnesota System - Minneapolis, MN
Cynthia Nethercut,
Yale University - New Haven, CT
Edwin Oswald,
Orrick, Herrington & Sutcliffe LLP - Washington, DC