University of Texas School of Law

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Results for Conference: Higher Education Tax Institute – All years remove
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2019 Higher Education Tax Institute

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. more



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2018 Higher Education Tax Institute

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 how to prepare for an IRS Exempt Organizations examination in light of the new data-driven approach. Explore best practices in managing the tax compliance process related to alternative investments. Review the impact of tax reform on UBIT, including UBIT silo-ing, laws regarding fringe benefits and more. Discuss international transactions including operations in foreign countries, permanent establishment and what’s happening with OECD. more



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2017 Higher Education Tax Institute

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 and legislative, judicial, regulatory, and administrative changes affecting colleges and universities. Objectives: Examine recent tax law developments that affect institutions of higher education, including updates on Congressional activity, IRS rulings, and judicial decisions. Hear the current Legislative and Policy Outlook for Colleges and Universities and how Congress is examining exempt organizations. Understand the recently released safe harbors regarding management contracts and tax-exempt bonds. Analyze the complex tax considerations for faculty inventor payments that arise when a university shares revenue from licensing technology. Explore emerging issues around the property tax exemption and recent experiences from private and public institutions. Discuss commonly missed or misinterpreted fringe benefits provided by colleges and universities. Examine various types of non-qualified deferred compensation arrangements and the tax rules that apply to them. Get tips and strategies from seasoned campus leaders for operating a university tax department, including a variety of models and structures. more




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2016 Higher Education Tax Institute

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, legislative, judicial, regulatory and administrative changes affecting colleges and universities. This year's program features: Hear the latest developments in College and University Tax Law, including updates on Congressional activity, IRS initiatives and judicial decisions Understand UBIT issues and best practices for reporting, including a practical CFO UBIT Checklist and Toolkit to help you and your CFO be better prepared for filing Discuss key Tax Issues in Athletic Departments, from both a private and public institution perspective Discuss commonly missed or misinterpreted fringe benefits provided by colleges and universities Review worker classifications and current IRS factors, tax and non-tax related consequences of misclassification, and best practices for ensuring compliance A look at public charity classifications and models for charitable giving at colleges and universities Explore Tax and Regulatory Considerations for International Activities Hear case studies on Non-Resident Alien Tax Issues Earn 1.50 hours of ethics, including a presentation on Regulating Tax Practitioners more




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2015 Higher Education Tax Institute

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, legislative, judicial, regulatory and administrative changes affecting colleges and universities.   2015 Institute highlights: Fundamentals of Higher Education Taxation Issues focused series of presentations opens the conference—hear from Richard A. Speizman, KPMG LLP, Washington, DC, Joseph R. Irvine, The Ohio State University, Columbus, OH, Tracy Paglia, Moss Adams LLP, Stockton, CA, and Sean P. Scally, Vanderbilt University and Medical Center, Nashville, TN Learn planning strategies and best practices for addressing FATCA compliance Dig deep into the complexities of nonresident alien tax issues with Donna Kepley, Arctic International LLC, Austin, TX Explore compensation and tax issues in research and technology Review recent tax law developments, including updates on Congressional activity, IRS initiatives and judicial decisions Richard J. Locastro, Gelman, Rosenberg & Freedman, Bethesda, MD, presents Understanding UBIT for Digital and Online Activities Beyond the University: Structuring, Creating and Maintaining Related Entities provides best practices for entity creation, governance, and maintenance Kyle R. ZumBerge, The University of Texas System Office of General Counsel, Austin, TX, moderates a panel discussion on tax issues in athletic departments, from both a private and public institution perspective Edward J. Jennings, University of Michigan, Ann Arbor, MI, provides the UBIT Checklist for the CFO more




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2014 Higher Education Tax Institute

The University of Texas School of Law’s 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, legislative, judicial, regulatory and administrative changes affecting colleges and universities. 2014 Institute highlights include: Kathleen McNeely, VP of Administration and CFO of the NCAA, discusses the financial realities of collegiate athletics Learn about tax and reporting issues associated with scholarships and fellowships (1099-MISC and 1098-T) Recent legislative and tax law developments for colleges and universities An in-depth look at understanding and calculating private business use (PBU) as it relates to tax-exempt bonds Update on employment tax, fringe benefits and information reporting State regulation and compliance as it applies to charitable contributions Hear experts share their experiences in dealing with qualified sponsorships and UBIT Edward J. Jennings, University of Michigan, provides A Tax Risk Checklist for Executive Managers more




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2013 Higher Education Taxation Institute

The University of Texas School of Law’s 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, legislative, judicial, regulatory and administrative changes affecting colleges and universities. Don't miss valuable expertise, timely insight into federal tax law developments, and numerous networking opportunities with sessions that include:  Updates from key IRS officials Sunday Evening Keynote Presentation by the U.S. Department of Education—The Future of Higher Education Major developments in college and university tax law Issues in tax-exempt finance, alternative investments, charitable contributions and employment law In-house counsel advice and strategies for managing IRS audits Hot topics in college and university UBIT Preparing and implementing a tax-exempt bond and compliance policy Practical approaches to evaluating and structuring joint venture opportunities Changing tax regulations regarding foreign payees Risks and opportunities in global expansion of higher education The University of Texas School of Law Continuing Legal Education (UT Law CLE) is one of the oldest and most distinguished providers of professional education in the country, offering over 50 advanced programs annually that provide CLE and CPE credit to national legal and accounting professionals. more