University of Texas School of Law

Comprehensive Audio and Binders from live conferences–for research and self-study.

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2019 Nonprofit Organizations

Don’t miss the 36th 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:  An overview of the latest legislative and regulatory developments, including Revisiting Tax Reform and Its Aftermath. Issues in Fundraising, Restricted Gifts, and Endowments. Managing Investment Portfolio. Social Impact Bonds, as well as Entrepreneurial Activities. Risk Management for both Private Foundations and Public Charities. Data Protection and Privacy Compliance for Nonprofits. Joint Ventures and Complex Organizational Structures. Top Compliance Issues for Private Foundations and Public Charities. Dealing with Investigations in Today's "Woke" Workplace, with 1.00 hour of Ethics on identifying and mitigating employment risks. Four small-group “Master Classes” for a deeper dive on key topics: Violation of Chapter 42; Developing a Prudent Investment Portfolio; Anatomy of a Grant Agreement; and UBI.  more

2019 Live Conference coming up Jan 17 in Austin. Info and registration »
2019 Materials expected available 3-5 weeks from conference date.



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2019 Nonprofit Organizations Workshop

The 2019 Nonprofit Organizations Back to Basics 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—exemption fundamentals, grantmaking and grantseeking, revenue generating activities, and impact investing. more

2019 Live Conference coming up Jan 16 in Austin. Info and registration »
2019 Materials expected available 3-5 weeks from conference date.



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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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2018 Nonprofit Organizations

The 2018 Nonprofit Organizations Institute features 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 presentations and targeted tracks including: A View of the Sector, with key trends and the latest legislative and regulatory developments A General Counsel/CFO Roundtable discussion on the top risk areas facing nonprofits Fundraising and Planned Giving Structuring Private Philanthropy and Issues in Family Office Philanthropy Funding Concerns for Private Foundations Donor Advised Funds and Impact Investing Internal Controls and Insurance IP, Privacy Issues, and Social Media Taking Cybersecurity Seriously and strategies for preparedness and response Form 990: The “Naughty” and The “Nice” My Employee Did What?, with 1.00 hour of Ethics on identifying and mitigating employment risks Hear the View from the Attorney General from Susan K. Staricka, as well as the Year in Review with Bruce R. Hopkins on current developments in federal legislation, IRS rulings, and court opinions. Earn CLE credit, CPE credit (NASBA), and CFP credit. more



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2018 Nonprofit Organizations Workshop

The 2018 Nonprofit Organizations Literacy Workshop is the perfect overview for new entrants and seasoned practitioners in the field. The main program provides focused attention on core issues for both private foundations and charitable organizations—governance, UBIT, investment, and financial statements.   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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2017 Nonprofit Organizations

The 2017 Nonprofit Organizations Institute features leading 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 presentations and targeted tracks on: Advocacy Charitable Giving: Endowments, Restricted Gifts, plus Investing and Accounting for Restricted Funds Employment and HR Issues Cyber Literacy and Crisis Management Corporate Sponsorships and Cause-Related Marketing Strategies for Structuring: Joint Ventures and For-Profit Subsidiaries Grantmaking Effective Compliance and Reporting for Public Charities and Private Foundations Anatomy of a Whistleblower Complaint Plus, get the Year in Review with Bruce R. Hopkins on current developments in federal legislation, IRS rulings and court opinions. And hear Evan Smith of the Texas Tribune during the Thursday Luncheon Presentation. more




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2017 Nonprofit Organizations Workshop

The 2017 Nonprofit Organizations Compliance and Internal Review Workshop is the perfect overview for new entrants and seasoned practitioners in the field. The program provides focused attention on key compliance issues for both private foundations and charitable organizations, plus practical walk-throughs of an IRS audit and an Attorney General Investigation. It also offers an interactive opportunity to discuss key forms and governing documents—Form 1023 and Forms 990 and 990-PF. 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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2016 Nonprofit Organizations

The 2016 Nonprofit Organizations Institute features leading nationally recognized experts from private foundations, public charities, law, finance and government to discuss the latest tax, legislative and governance issues affecting nonprofit organizations. more




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2016 Nonprofit Organizations Workshop

The 2016 Nonprofit Organizations Compliance and Internal Review Workshop is the perfect overview for new entrants and seasoned practitioners in the field. The program provides focused attention on key issues for both private foundations and charitable organizations—grant-making issues and strategies, operational compliance and UBIT, common red flags and pitfalls for the Form 990 and 990-PF, as well as advice on developing internal controls good board governance practices for nonprofit organizations. 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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2015 Nonprofit Organizations

Don’t miss the 2015 Nonprofit Organizations Institute at the Four Seasons Austin. Leading nationally recognized experts from private foundations, public charities, law, finance and government discuss the latest tax, legislative and governance issues affecting nonprofit organizations.  ​2015 program highlights include: TE/GE Commissioner of the IRS, Sunita B. Lough, provides an overview of the changes at the IRS and in the nonprofit sector over the past year In-depth, targeted tracks cover charitable giving, investment management, private foundation issues, structuring and operating, effective oversight, and new frontiers for charitable organizations Bruce Hopkins, Polsinelli, PC, Kansas City, MO, explores current developments in the nonprofit industry Gain insight from  into what every nonprofit organization needs to know about complying with the Affordable Care Act Hear from Johnny R. Buckles, University of Houston Law Center, Houston, TX, on ethical considerations in representing nonprofit organizations Earn CLE credit, CPE credit (NASBA) and CFP credit more




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2015 Nonprofit Organizations Primer

The 2015 Nonprofit Organizations Primer is a perfect introduction for new entrants to the field or a refresher for seasoned practitioners. The program provides an overview of the essential characteristics, requirements, benefits and restrictions of being a tax-exempt organization; rules governing unrelated business income tax (UBIT); and an introduction to the basic finance and accounting issues and terminology of nonprofit organizations. 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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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




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2013 Nonprofit Organizations

Don't miss the 2013 Nonprofit Organizations Institute—leading national experts from private foundations, law, finance and government discuss the latest tax, legislative and governance issues affecting private foundations and nonprofit organizations. The 2013 program features practical sessions on investment risk and return, program-related investments and strategic tax planning for private foundations; collaboration with for-profits, cause-related marketing, surviving a PR crisis and compensation strategies for nonprofits; Lois Lerner, Director of Exempt Organizations Division for the IRS; Bruce Hopkins on the latest tax, regulatory and legislative developments; critical board policies, attracting and retaining donors, donor advised funds, and much more. Don't miss two days of robust presentations and great networking opportunities at the Four Seasons Austin—a perfect downtown location in the heart of the music, restaurant and entertainment districts. more




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2012 Nonprofit Organizations

Join leading national experts from private foundations, law, finance and government as they discuss the latest tax, legislative and governance issues affecting private foundations and nonprofit organizations. The 2012 program features practical sessions on managing financial and operational risks and liabilities; preventing fraud and protecting your organization through better governance; the risks and benefits of marketing and social media; special private foundations and public charities tracks; and a presentation with Lois Lerner of the IRS on The View from Washington: IRS Initiatives Involving Exempt Organizations. Join us at the Four Seasons Austin—a perfect downtown location in the heart of the music, restaurant and entertainment districts—for two days of superb presentations and great networking opportunities. more



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2011 Nonprofit Organizations

Join leading national experts from private foundations, law, finance and government as they discuss the latest tax, legislative and governance issues affecting private foundations and nonprofit organizations. The 2011 program features practical sessions on managing financial and operational risks and liabilities; preventing fraud and protecting your organization through better governance; a special private foundations track; and a keynote luncheon presentation with Tim Delaney of the National Council of Nonprofits on Key Legislative, Regulatory and Policy Issues for the Nonprofit Sector. more



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2010 Nonprofit Organizations

Leading national experts from private foundations, law, finance and government discuss the latest tax, legislative and governance issues affecting private foundations and nonprofit organizations. The 2010 program includes practical sessions on managing financial and operational risks and liabilities; understanding investment returns and investment statements; break-out sessions for charitable organizations and private foundations; and the latest on tax and examination issues from Bruce Hopkins and senior IRS officials. more



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2009 Nonprofit Organizations

Leading national experts from law, government, accounting, and private foundations will discuss the latest tax, legislative, and governance issues including a special break-out track for private foundations. This year's program also includes a three-hour optional Wednesday "nuts and bolts" primer on the new Form 990. more



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