University of Texas School of Law

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Stanley M. Johanson
2018 Estate Planning

Join legendary UT Law Professor Stanley M. Johanson’s as he leads his Estate Planning Workshop, which offers timely topics, lively discussion and practical advice. Examine Recent Developments Affecting Estate Planning and the most current updates and “hot” estate planning topics with Professor Johanson. Review Ten Tools Every Estate Planner Should Know, including a discussion of when and how to use them, what to watch out for, and how to explain them to your client. Explore topics ranging from “tangential relationships” to elder financial abuse, and learn what they can mean for your practice. more

2018 Live Conference recently concluded Nov 16 More info »
2018 Materials expected available 3-5 weeks.



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2018 Taxation

UT Law CLE’s 2018 Taxation Conference presents the expertise and in-depth analysis essential to understanding where tax law is, where it came from, and where it is going. With a renowned slate of regional and national speakers, the conference is a must attend event for those looking to keep current amidst a dramatically changing tax landscape. Analyze the full impact of the Tax Cuts and Jobs Act, including how it effects choice of entity, Section 199A, basis management, and exempt organizations.  Examine new developments in state and local taxes, including franchise tax COGS calculation and the impact of South Dakota v. Wayfair on businesses that sell across state lines. Explore how tax law is evolving alongside other economic trends, including discussion of cryptocurrency and the gig economy.  more

2018 Live Conference recently concluded Nov 15 More info »
2018 Materials expected available 3-5 weeks.



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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

2019 Live Conference coming up Jun 3 in Austin. Info and registration »
2019 Materials expected available 3-5 weeks from conference date.



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2018 Higher Education Tax Essentials

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 6th 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. more

2019 Live Conference coming up Jun 2 in Austin. Info and registration »
2019 Materials expected available 3-5 weeks from conference date.



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Stanley M. Johanson
2017 Estate Planning

The tradition continues—Professor Stanley M. Johanson’s popular one-day Estate Planning Workshop offers timely topics, lively discussion and practical advice. Examine Recent Developments Affecting Estate Planning and the most current updates and “hot” estate planning topics with Professor Stanley M. Johanson. Learn the best practices to make distributions from trusts and estates while making sure the fiduciary is protected and the files are complete. Explore Non-Probate Transfers of All Kinds with Steven D. Baker, Giordani, Swanger, Ripp & Jetel Analyze practical and ethical concerns faced by practitioners, and discuss the hot-button issues stemming from recent cases, rulings, and regulation in the Estate Planning Workshop featuring all Workshop faculty Come on Wednesday for the 65th Annual Taxation Conference for the latest developments in tax regulations, policy and legislation. more




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2017 Taxation

The 65th Annual Taxation Conference features an impressive slate of topics with regionally and nationally renowned speakers covering current trends, updates in tax regulation and policy, and much more. Examine key concepts and considerations related to civil and criminal tax collection with DOJ Tax Division representatives. Gain insight into Penalties Above 20%, including what they are, when they are applied, and how to defend against them. Learn about the latest changes to Texas State and Local tax law, including recent legislative and judicial developments. Explore Dealing With a Decedent’s Fraud: Cleaning Up Our Dead Client’s Bad Behavior with Frank Agostino of Agostino & Associates, P.C. and Larry Sannicandro of McCarter & English. Discuss the basics of structuring captive insurance companies, as well as the pitfalls to avoid and the current trends in IRS challenges to these arrangements. Analyze recent developments in federal income taxation with Professor Bruce A. McGovern. Earn up to 2.00 hours of ethics credit, including an hour on Ethical Issues Involving the Deceased, Incompetent, and Unavailable, and Social Media and Tax Ethics. Continue on Friday with Professor Stanley M. Johanson’s popular one-day Estate Planning Workshop offering lively discussion, practical advice, and updates. more



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Parker C. Fielder
2017 Oil and Gas Tax

Join leading members of the oil, gas and energy tax community—including senior government officials, IRS staff, corporate energy and tax counsel, and members of the energy tax bar—at the 14th Biennial Parker C. Fielder Oil and Gas Tax Conference. This nationally recognized event is a unique collaboration between The University of Texas School of Law and the Chief Counsel’s Office of the IRS, and provides an exchange of views and perspectives between the private sector and the Service. The 2017 program features a sophisticated array of presentations, panels, and discussions on current energy taxation issues, including: An Opening Presentation on The Global Energy Challenge and How the U.S. Fits Keynote Presentation by IRS LB&I Commissioner, Doug O’Donnell In depth discussion on Capital Cost Recovery An analysis of Oil and Gas Investment Vehicles, including price and profitability issues and tax reform issues Select domestic tax issues: Partnership Allocation Issues, plus Tax Issues for Distressed Companies International tax issues: Current Issues in International Tax for the General Practitioner; in-depth discussion of International Tax Planning Issues; and International Compliance Hot Topics in Oil and Gas Tax A discussion on the latest developments and impacts of LB&I’s campaign audit strategy on the energy sector 1 hour Ethics on recent developments in the area of the regulation of tax practice and tax ethics Multiple networking opportunities, including the Thursday Evening Attendee Reception If your work involves energy taxation law or finance, don’t miss this exceptional educational and networking event. 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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2017 Higher Education Tax Essentials

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. more




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Stanley M. Johanson
2016 Estate Planning

The tradition continues—Professor Stanley M. Johanson’s popular one-day Estate Planning Workshop offers timely topics, lively discussion and practical advice.  more




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2016 Taxation

The 64th Annual Taxation Conference features an impressive slate of topics with regionally and nationally renowned speakers covering current trends, updates in tax regulation and policy, and much more. 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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Stanley M. Johanson
2015 Estate Planning

The tradition continues—Professor Stanley M. Johanson’s popular one-day Estate Planning Workshop offers timely topics, lively discussion and practical advice, including: Recent Developments Affecting Estate Planning and related trending issues, taught by Professor Johanson Learning the tricks and avoiding the traps in generation-skipping transfer tax planning Recent Texas legislative developments in directed trusts How to address practical and ethical concerns, including those raised by recent cases, rulings and regulations, in the Estate Planning Workshop  Come on Wednesday for the 63rd Annual Taxation Conference for the latest developments in tax regulations, policy and legislation. more




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2015 Taxation

The 63rd Annual Taxation Conference features an impressive slate of topics with regionally and nationally renowned speakers covering current trends, updates in tax regulation and policy, and much more.  Gain insight into corporate taxation, reform efforts, and the state of the tax world with Mark Prater, Deputy Staff Director and Chief Tax Counsel for the United States Senate Finance Committee Get the latest on Texas State and Local tax law changes, including the impact of recent legislative and judicial developments Hear from Glenn A. Hegar, new Texas Comptroller of Public Accounts, on his plans for the office Collect practical tips for working with foreign partnerships and real estate investments Explore recent developments in federal income taxation with Professor Bruce McGovern Earn up to 2.25 hours of ethics credit, including an hour on Ethics Landmines for 2015 Continue on Friday with Professor Stanley M. Johanson’s popular one-day Estate Planning Workshop offering lively discussion, practical advice and updates. more



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Parker C. Fielder
2015 Oil and Gas Tax

Join a nationally recognized faculty and members of the oil, gas and energy tax community—including senior government officials, IRS staff, corporate energy and tax counsel, and members of the energy tax bar—at the 13th Biennial Parker C. Fielder Oil and Gas Tax Conference. This event is a unique collaboration between The University of Texas School of Law and the Chief Counsel’s Office of the IRS and provides an exchange of views and perspectives between private sector and the Service. more




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2015 Texas Margin Tax

If you offer financial, legal or tax advice to entities doing business in Texas, don't miss UT Law’s 2015 Texas Margin Tax Conference. This year’s conference covers the latest developments from the 84th Legislature and reviews recent case law. The program is designed to be informative and interactive, and features Ask the Auditors and Ask Tax Policy sessions in which your questions get answered by Comptroller senior personnel who administer the margin tax. Gain practical insights from the tax experts who are tackling typical and tough real-world issues, including COGS, apportionment, constitutional challenges, franchise tax credits, combined reporting, ethical concerns and more. 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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Stanley M. Johanson
2014 Estate Planning

The tradition continues—Professor Stanley M. Johanson’s popular one-day Estate Planning Workshop offers timely topics, lively discussion and practical advice.  more




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2014 Taxation

The 62nd Annual Taxation Conference features an impressive slate of topics with regionally and nationally renowned speakers covering current trends, updates in tax regulation and policy, and much more. 2014 program highlights include: Nina Olson, the National Taxpayer Advocate, analyzes the implications of reduced budgets and how they will affect taxpayers. Ms. Olsen is named to 2014’s “The 100 Most Influential People in Tax and Accounting” by Accounting Today Former Deputy Assistant Secretary of the Treasury for Tax Policy, Michael Graetz, gives an update on the State of the Tax World in the 21st Century  Gain insight on how the Appeals Judicial Approach and Culture (AJAC) Project is changing the IRS Office of Appeals process and what to keep in mind as the process evolves C. Wells Hall, Nelson Mullins Riley & Scarborough LLP, Charlotte, NC, Laura Howell-Smith, Deloitte Tax LLP, Washington, DC, and Adrienne M. Mikolashek, Internal Revenue Service, Washington, DC (Invited), discuss the new 3.8% tax on net investment income under Section 1411 Hear perspectives from practitioners and a key government official on the effects of the new proposed regulations on partnership liability allocations Learn about the sweeping legislative reforms made to the Texas franchise tax Gain practical advice for offshore tax compliance from Charles P. Rettig, Hochman, Salkin, Rettig, Toscher & Perez, P.C., Beverly Hills, CA Windsor One Year Later reviews the implications of the decision and Revenue Ruling 2013–17 Top 10 Ethics Issues that Get Tax Professionals in Trouble presented by Randy J. Curato, ALAS, Inc., Chicago, IL, Paul Koning, Koning Rubarts LLP, Dallas, TX, and Christopher S. Rizek, Caplin & Drysdale, Chartered, Washington, DC, offers advice on how to avoid potential costly mistakes with your clients 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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2014 Nonprofit Organizations

Leading nationally recognized experts from private foundations, public charities, law, finance and government illuminate new and developing legislation as well as all the latest legal, tax and governance issues affecting nonprofit organizations. The 2014 program features targeted tracks on lobbying and political activity, investment and finance, governance and restricted funds, commercial and business activities, and more. Additional highlights include a view from the Treasury Department, The Pulse of the Nonprofit Sector with Independent Sector’s Geoffrey Plague, Bruce Hopkins on the latest tax, regulatory and legislative developments, social media and nonprofit organizations, executive compensation, UBIT, and much more. more




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2014 Nonprofit Organizations Primer

The Nonprofit Organizations Primer—a perfect introduction for new entrants to the field or refresher for seasoned practitioners—covers governance, applying for and maintaining exemption, 501(c)(3) compliance, and the basics of private foundations and public charities. more




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Stanley M. Johanson
2013 Estate Planning

The tradition continues—Professor Stanley M. Johanson’s popular one-day Estate Planning Workshop presents timely topics, lively discussion and practical advice.  The 2013 program opens with Professor Johanson's coverage of recent developments and features sessions on the Windsor decision and its possible effects on estate planning, threats to estate planning structures and how to mitigate them, the top twenty mistakes made in estate planning insurance and how to avoid (or at least fix) them, and what every estate and trust planner needs to know about the 3.8% “Medicare” tax and working in a high-exemption world. The Workshop concludes with the not-to-be-missed interactive Workshop panel, presented by Professor Johanson and all Workshop faculty.  more




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2013 Taxation

The 61st Annual Taxation Conference features an impressive slate of topics with regionally and nationally renowned speakers covering current trends and updates in tax regulation and policy, oil and gas tax, FATCA and repair regulations, commonly charged tax crimes and emerging trends, net investment income tax and what it means for rental real estate investments, estate planning techniques for income tax planning, compensation reclassification risks for S and C Corps, and much more. more




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Parker C. Fielder
2013 Oil and Gas Tax

This Parker C. Fielder Oil and Gas Tax Conference is a unique collaboration between The University of Texas School of Law and the Chief Counsel’s Office of the IRS: it provides an exchange of views and perspectives between private sector and the Service. The 2013 program opens with a sophisticated look at the reemergence of a domestic oil and gas industry including the effect of shale plays on the domestic energy market, and continues with presentations, panels, and discussions of current energy taxation issues including: Capital Cost Recovery: Expenses, Credits and Section 199, plus Tangible Assets and Environmental Remediation Oil and Gas Farmout Transactions: Planning for the Key Tax Issues in the Lifecycle of the Trade Domestic Tax Issues: Oil and Gas Tax Fundamentals, plus Like Kind Exchanges in the Energy Industry International Tax Issues: Foreign Tax Credit Issues for the Oil and Gas Industry, plus Transfer Pricing in the Oil and Gas Industry Master Limited Partnerships (MLPs)  Current Issues, Pitfalls and Best Practices Involving Audits, Controversies and Dispute Resolution for Taxpayers in the Oil and Gas Industry The program also features: IRS Chief Counsel William J. Wilkins with the keynote luncheon presentation, Current Issues in Tax Administration Hank Gutman, former Chief-of-Staff for the Joint Committee on Taxation and head of the Federal Tax Legislative and Regulatory Services (LRS) group at Washington National Tax, delivering the keynote presentation on Business Tax Reform: What Happens Next? An hour of ethics credit: Ethics: Disclosing and Protecting Information, Responding for Information, Reporting Mistakes, and Related Practice Issues more



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