Materials

2025 Live Conference coming up Jun 5 in Austin. Info and registration »
2025 Materials expected available 3-5 weeks from conference date.

2025 Live Conference recently concluded Jan 24 More info »
2025 Materials expected available 3-5 weeks.

Don’t miss the 42nd Annual Nonprofit Organizations Institute, featuring nationally recognized experts from private foundations, public charities, law, finance, and government discussing the latest tax, legislative and governance issues affecting nonprofit organizations.  The Institute offers in-depth discussion on the issues most relevant to your organization or practice, with two days of presentations, targeted tracks, and opportunities to attend small-group "master classes" for a deeper dive on key topics. Join a day early for the Nonprofit Organizations Fundamentals—a perfect overview for new entrants and seasoned practitioners in the field. It provides focused attention on core issues for both private foundations and charitable organizations, as well as opportunities ask questions of experts and colleagues.

2025 Live Conference recently concluded Jan 22 More info »
2025 Materials expected available 3-5 weeks.

The 2025 Nonprofit Organizations Fundamentals is the perfect overview for new entrants and seasoned practitioners in the field, with focused attention on core issues for both private foundations and charitable organizations, as well as opportunities to ask questions of experts and colleagues.  Continue on for the 42nd Annual Nonprofit Organizations Institute for two full days of nationally recognized experts from private foundations, public charities, law, finance and government discussing the latest tax, legislative and governance issues affecting nonprofit organizations.

The Higher Education Taxation Institute (HETI) provides a unique forum for college and university tax professionals from around the country to examine and discuss federal tax issues and compliance, as well as legislative, judicial, regulatory, and administrative changes affecting colleges and universities. This year's conference will be held on a Thursday - Friday date pattern. Highlights : Recent Developments in College and University Tax Law reviews recent tax law developments that affect the higher education community, such as Congressional legislation, IRS enforcement measures and pronouncements as well as judicial decisions. Legislative and Policy Update; Playing Defense for 2024 and Preparing for 2025, provides insight into what has been and will be occurring in 2024 regarding taxation of universities, their endowments, and examinations of school conduct and governance policies. Managing UBTI to Infinity and Beyond discusses Form 990-T reporting for both alternative investments and other university operations, including additional issues and forms that have arisen during the post pandemic period, such as debt from lines of credit, rent from unused office space, income from tech transfer, income from investments, and energy tax credits, among others. International Jeopardy is an interactive game of Jeopardy with topics highlighting international issues including; BEPS 2.0, indirect and digital taxes, nexus and triggering permanent establishment, NSPM33, 117 compliance, audit notices, and more! Plus, join faculty, planning committee, and attendees at the Thursday Evening Reception.   

Don’t miss the 41st Annual Nonprofit Organizations Institute, featuring nationally recognized experts from private foundations, public charities, law, finance, and government discussing the latest tax, legislative and governance issues affecting nonprofit organizations.  The Institute offers in-depth discussion on the issues most relevant to your organization or practice, with two days of presentations, targeted tracks, and opportunities to attend small-group "master classes" for a deeper dive on key topics. Join a day early for the Nonprofit Organizations Fundamentals—a perfect overview for new entrants and seasoned practitioners in the field. It provides focused attention on core issues for both private foundations and charitable organizations, as well as opportunities ask questions of experts and colleagues.

The 2024 Nonprofit Organizations Fundamentals is the perfect overview for new entrants and seasoned practitioners in the field, with focused attention on core issues for both private foundations and charitable organizations, as well as opportunities to ask questions of experts and colleagues.  Continue on for the 41st Annual Nonprofit Organizations Institute for two full days of nationally recognized experts from private foundations, public charities, law, finance and government discussing the latest tax, legislative and governance issues affecting nonprofit organizations.

The Higher Education Taxation Institute (HETI) provides a unique forum for college and university tax professionals from around the country to examine and discuss federal tax issues and compliance, as well as legislative, judicial, regulatory, and administrative changes affecting colleges and universities. Examine recent tax law developments that affect institutions of higher education, including updates on congressional activity, IRS enforcement measures and pronouncements, and judicial decisions. Two-part session on the effects, opportunities, and impacts of the Inflation Reduction Act on institutions of higher education. Explore UBTI and UBIT communication and risk management techniques.  Gain insight on the tax issues associated with student and other people payments; joint ventures; sponsored research; nonresident alien tax issues; and much more

Don’t miss the 40th Annual Nonprofit Organizations Institute, featuring nationally recognized experts from private foundations, public charities, law, finance, and government discussing the latest tax, legislative and governance issues affecting nonprofit organizations.  The Institute offers in-depth discussion on the issues most relevant to your organization or practice, with two days of presentations, targeted tracks, and opportunities to attend small-group "master classes" for a deeper dive on key topics. Join a day early for the Nonprofit Organizations Fundamentals Workshop—a perfect overview for new entrants and seasoned practitioners in the field. The Workshop provides focused attention on core issues for both private foundations and charitable organizations, as well as multiple small-group opportunities to walk through practical tips and advice, and to ask questions of experts and colleagues.

The 2023 Nonprofit Organizations Fundamentals Workshop is the perfect overview for new entrants and seasoned practitioners in the field, with focused attention on core issues for both private foundations and charitable organizations, as well as multiple small-group opportunities to walk through practical tips and advice, and to ask questions of experts and colleagues.  Continue on for the Nonprofit Organizations Institute for two full days of nationally recognized experts from private foundations, public charities, law, finance and government discussing the latest tax, legislative and governance issues affecting nonprofit organizations.

The Higher Education Taxation Institute (HETI) provides a unique forum for college and university tax professionals from around the country to examine and discuss federal tax issues and compliance, as well as legislative, judicial, regulatory, and administrative changes affecting colleges and universities. Examine recent tax law developments that affect institutions of higher education, including updates on congressional activity, IRS enforcement measures and pronouncements, and judicial decisions. Schedule B and Beyond: Donor Privacy and the Power of the State explores the far reaching consequences of the Supreme Court’s decision in Americans for Prosperity v. Bonta for nonprofit organizations. Hear learning lessons and current discussion on issues a tax manager should consider surrounding a remote workforce. Examine UBIT considerations in three distinct sessions including topics on identifying UBIT on your campus, sponsorships and advertising, and walking through your return. Gain insight on the tax issues associated with cryptocurrency; tax exempt bonds, post issuance compliance, and management contracts; nonresident alien tax issues; and much more. Join us on Sunday for the Higher Education Taxation Essentials program beginning at noon—a great introduction for those new to the higher education tax field and a perfect refresher for those who aren’t.  

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; payments and fringe benefits, 501(c)(3) status, and tax reform basics. Stay on for the 10th Annual Higher Education Taxation Institute (HETI), for in-depth coverage of federal tax issues, legislative and regulatory changes, and practical guidance in higher education taxation.

Don’t miss the 39th Annual Nonprofit Organizations Institute—now as a live webcast—featuring nationally recognized experts from private foundations, public charities, law, finance, and government discussing the latest tax, legislative and governance issues affecting nonprofit organizations.  The Institute offers in-depth discussion on the issues most relevant to your organization or practice, with two days of presentations, targeted tracks, and opportunities to attend small-group "master classes" for a deeper dive on key topics. Join a day early for the Nonprofit Organizations Fundamentals Workshop—a perfect overview for new entrants and seasoned practitioners in the field. The Workshop provides focused attention on core issues for both private foundations and charitable organizations, as well as multiple small-group opportunities to walk through practical tips and advice, and to ask questions of experts and colleagues.

The 2022 Nonprofit Organizations Fundamentals Workshop—now a live webcast—is the perfect overview for new entrants and seasoned practitioners in the field, with focused attention on core issues for both private foundations and charitable organizations.  Plus, this year's Financial Literacy Workshop, as well as the Governance Literacy Workshop, provide a small-group opportunity to walk through practical tips and advice, and to ask questions of experts and colleagues.  Continue on for the Nonprofit Organizations Institute for two full days of nationally recognized experts from private foundations, public charities, law, finance and government discussing the latest tax, legislative and governance issues affecting nonprofit organizations.  

This year’s live webcast of the Higher Education Taxation Institute (HETI) offers a flexible schedule of three partial days with discussions of federal tax issues and compliance, as well as legislative, judicial, regulatory, and administrative changes affecting colleges and universities. Review recent tax law developments that affect the higher education community, such as Congressional legislation, including the pandemic relief acts, IRS enforcement measures and pronouncements as well as judicial decisions. Hear important consideration from both the Counsel’s office and the Accounting department in Worker Classification: An Overview and Current Developments. Explore the “new normal” and how it impacts your institutions responsibilities with the Nonresident Alien Tax Updates. Hear a panel discuss the Remote Workforce in the wake of COVID-19 including balancing talent retention goals and the risk associated with remote arrangements. The panel is open to answering your questions. Please submit any questions to ConferenceQA@utcle.org.

This year’s live webcast of the 38th Annual Nonprofit Organizations Institute offers a flexible schedule of three partial days, combining key updates and sector trends each morning, with in-depth “Master Classes” and related interactive breakout discussions on the issues most relevant to your organization or practice. Hear from nationally recognized experts from private foundations, public charities, law, finance, and government discussing the latest tax, legislative and governance issues affecting nonprofit organizations.  Join us a day earlier for the Nonprofit Organizations Fundamentals program - a perfect overview for new entrants and seasoned practitioners in the field, providing focused attention on core issues for both private foundations and charitable organizations. This is sure to be engaging for longtime attendees and newcomers alike, and an online event you don’t want to miss!

Join us for the Nonprofit Organizations Fundamentals program—a perfect overview for new entrants and seasoned practitioners in the field, providing focused attention on core issues for both private foundations and charitable organizations. And stay on for the full 38th Annual Nonprofit Organizations Institute, offering a flexible schedule with three partial days, combining key updates and sector trends each morning with in-depth “Master Classes” and related interactive breakout discussions on the issues most relevant to your organization or practice. Hear from nationally recognized experts from private foundations, public charities, law, finance, and government discussing the latest tax, legislative and governance issues affecting nonprofit organizations.  This is sure to be engaging for longtime attendees and newcomers alike, and an online event you don’t want to miss!

Don’t miss the 37th Annual Nonprofit Organizations Institute featuring nationally recognized experts from private foundations, public charities, law, finance, and government discussing the latest tax, legislative and governance issues affecting nonprofit organizations.  The Institute offers in-depth discussion on the issues most relevant to your organization or practice, with two days of presentations, targeted tracks, and opportunities to attend small-group "master classes" for a deeper dive on key topics, including:  A View of the Sector with an overview of the latest legislative and regulatory developments A panel of state Attorneys General on the current state of enforcement, top priorities and other oversight considerations. Election year issues for public charities Private foundation compliance and taxable expenditures Disqualified persons and qualifying distributions Donor advised funds and UBIT Effective grantmaking processes and corporate foundations Impact investing and issues in charitability Ethical Issues for the Nonprofit Organizations Advisor with 1.00 hour of Ethics. Five small-group “Master Classes” for a deeper dive on key topics: Dissecting the Grant Agreement; Charitable Giving and Endowments; Entrepreneurship and Commerciality; Understanding Your Web Presence; and Investment Policies and Portfolios. Plus, hear the Year in Review with Bruce R. Hopkins on current developments in federal legislation, IRS rulings, and court opinions. Network with program faculty and attendees at the Wednesday and Thursday Evening Receptions; and earn CLE credit, CPE credit (NASBA), and CFP credit. Come a day early for the Nonprofit Organizations Fundamentals Workshop—a perfect overview for new entrants and seasoned practitioners in the field. The Workshop provides focused attention on core issues for both private foundations and charitable organizations, as well as multiple small-group opportunities to walk through practical tips and advice, and to ask questions of experts and colleagues.

The 2020 Nonprofit Organizations Fundamentals Workshop is the perfect overview for new entrants and seasoned practitioners in the field, with focused attention on core issues for both private foundations and charitable organizations—the Forms 990, financial statements, fiduciary duties and conflicts of interest, and ex-regulators’ perspectives on charitable oversight. Plus, this year's Lobbying and Political Campaign Workshops, as well as the IRS Audit Workshops, provide multiple small-group opportunities to walk through practical tips and advice, and to ask questions of experts and colleagues.  Continue on for the Nonprofit Organizations Institute for two full days of nationally recognized experts from private foundations, public charities, law, finance and government discussing the latest tax, legislative and governance issues affecting nonprofit organizations.

The Higher Education Taxation Institute (HETI) provides a unique forum for college and university tax professionals from around the country to examine and discuss federal tax issues and compliance, as well as legislative, judicial, regulatory, and administrative changes affecting colleges and universities. Examine recent tax law developments that affect institutions of higher education, including updates on congressional activity, IRS rulings, and judicial decisions. Learn about the various aspects of international tax compliance and how to apply the principles when conducting business in another country. Explore the recent changes to athletic seating rights, gift acceptance policies and agreements, and other issues related to complex gifts. Discuss the legal and practical implications of qualified transportation fringe benefits. Understand the impact of siloing in reporting UBIT, including how direct activities may be allocated, how investment activities may be handled, and different methods and considerations for both. Visit with program faculty and attendees at the Monday Evening Welcome to Texas BBQ Reception. Join us on Sunday for the Higher Education Taxation Essentials program beginning at noon—a great introduction for those new to the higher education tax field and a perfect refresher for those who aren’t.  

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. Stay on for the 7th Annual Higher Education Taxation Institute (HETI), for in-depth coverage of federal tax issues, legislative and regulatory changes, and practical guidance in higher education taxation.