Live Conferences

Higher Education Taxation Institute

Austin – Sheraton Austin Hotel at the Capitol – Jun 20-21, 2022

Live Webcast – Jun 20-21, 2022

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.  

Higher Education Taxation Essentials

Austin – Sheraton Austin Hotel at the Capitol – Jun 19, 2022

Live Webcast – Jun 19, 2022

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.

Estate Planning Workshop

Austin – AT&T Conference Center – Dec 3, 2021

Live Webcast – Dec 3, 2021

Join legendary Texas Law Professor Stanley M. Johanson 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. Explore current issues in estate and gift tax audits, and learn how to draft and interpret trust distribution provisions. Gain insights and hear planning implications in Looking Far (And Not So Far) Ahead: Texas's New Rule Against Perpetuities for Trusts. You’re also invited to register for Wednesday’s 69th Annual Taxation Conference for the latest developments in tax regulations, policy, and legislation.

Taxation Conference

Austin – AT&T Conference Center – Dec 1-2, 2021

Live Webcast – Dec 1-2, 2021

UT Law CLE’s 69th Annual 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.   Hear an update from Commissioner Charles P. Rettig of the Internal Revenue Service. Gain tips, best practices, and guidance for virtual and in-person trials at the United States Tax Court with Hon. Elizabeth A. Copeland. Analyze the tax considerations and developments for virtual currencies including estate, audit, tax penalties, and client relationship concerns. Review updates in state and federal income taxation, including changes to the Internal Revenue Code, refund claims, audit assessments, employee benefits, partnership audit rules, and carried interests. Following the conference, attendees will receive a free, on-demand eSupplement that will bring their total available hours to 15.00, including 3.00 hours of ethics.   Continue Friday with Professor Stanley M. Johanson’s popular Estate Planning Workshop offering lively discussion, practical advice, and updates.

Oil and Gas Tax Bootcamp (Part 3): Basic Transaction Structures

Live Webcast – Nov 17, 2021

Oil and gas taxation is a complex area of the U.S. federal tax law, with unique principles, policies and aspects of the law. This Bootcamp walks through the fundamentals of oil and gas taxation – from basic rules and concepts, to partnerships and joint ventures, to basic transaction structures – and is ideal for new entrants to the field or as a refresher for experienced practitioners. Join us online for this three part series - streaming live on the first three Wednesdays in November! Wednesday, November 17, 2021 Part 3: Basic Transactional Structures This course begins with an examination of sales vs. leases or subleases of mineral property, and the different rules and provisions relating to those transactions. It then dives into several common deals that a company may choose to do and the tax implications for each.  AND DON'T MISS... Wednesday, November 3, 2021 Part 1: Overview of Basic Oil and Gas Taxation Rules Wednesday, November 10, 2021 Part 2: Partnerships and Joint Ventures  

Oil and Gas Tax Bootcamp (Part 2): Partnerships and Joint Ventures

Live Webcast – Nov 10, 2021

Oil and gas taxation is a complex area of the U.S. federal tax law, with unique principles, policies and aspects of the law. This Bootcamp walks through the fundamentals of oil and gas taxation – from basic rules and concepts, to partnerships and joint ventures, to basic transaction structures – and is ideal for new entrants to the field or as a refresher for experienced practitioners. Join us online for this three part series - streaming live on the first three Wednesdays in November! Wednesday, November 10, 2021 Part 2: Partnerships and Joint Ventures This course focuses on the origin of sharing arrangements (including economic interests, leasing and joint development arrangements), tax partnerships and juridical partnerships, as well as practical examples of carried interest arrangements, Rev. Rul. 77-176, the fractional interest rule, complete and incomplete payouts, and others. It also discusses the reasons for staying in Subchapter K or whether to elect out of Subchapter K (including the eligibility to make such an election). AND DON'T MISS... Wednesday, November 3, 2021 Part 1: Overview of Basic Oil and Gas Taxation Rules Wednesday, November 17, 2021 Part 3: Basic Transactional Structures

Oil and Gas Tax Bootcamp (Part 1): Overview of Basic Rules

Live Webcast – Nov 3, 2021

Oil and gas taxation is a complex area of the U.S. federal tax law, with unique principles, policies and aspects of the law. This Bootcamp walks through the fundamentals of oil and gas taxation – from basic rules and concepts, to partnerships and joint ventures, to basic transaction structures – and is ideal for new entrants to the field or as a refresher for experienced practitioners. Join us online for this three part series - streaming live on the first three Wednesdays in November! Wednesday, November 3, 2021 Part 1: Overview of Basic Oil and Gas Taxation Rules This course offers an historic look at the oil and gas industry and its unconventional resurgence in the U.S. Each of the three segments then walk through basic rules and concepts as they are applied to oil and gas exploration, development, and production, and provide the foundation for the next two in-depth courses specific to partnerships/joint ventures and basic transactional structures.  AND DON'T MISS... Wednesday, November 10, 2021 Part 2: Partnerships and Joint Ventures Wednesday, November 17, 2021 Part 3: Basic Transactional Structures  

Higher Education Taxation Institute

Live Webcast – Jun 15-17, 2021

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.

Estate Planning Workshop

Live Webcast – Dec 4, 2020

Join legendary UT Law Professor Stanley M. Johanson as he leads his Estate Planning Workshop, which offers timely topics, lively discussion and practical advice. And join us on Wednesday for the 68th Annual Taxation Conference for the latest developments in tax regulations, policy and legislation.

Taxation Conference

Live Webcast – Dec 2-3, 2020

UT Law CLE’s 2020 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. Continue on Friday with Professor Stanley M. Johanson’s popular one-day Estate Planning Workshop offering lively discussion, practical advice, and updates.

Higher Education Taxation Institute

Austin - FULLY CANCELED – AT&T Conference Center – Jun 1-2, 2020

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.

Higher Education Taxation Essentials

Austin - FULLY CANCELED – AT&T Conference Center – May 31, 2020

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.

Estate Planning Workshop

Austin – AT&T Conference Center – Dec 6, 2019

Join legendary UT Law Professor Stanley M. Johanson as he leads his Estate Planning Workshop, which offers timely topics, lively discussion and practical advice. And come on Wednesday for the 67th Annual Taxation Conference for the latest developments in tax regulations, policy and legislation.

Taxation Conference

Austin – AT&T Conference Center – Dec 4-5, 2019

UT Law CLE’s 2019 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. Continue on Friday with Professor Stanley M. Johanson’s popular one-day Estate Planning Workshop offering lively discussion, practical advice, and updates.

Oil and Gas Tax Conference

Houston – JW Marriott Houston by The Galleria – Nov 21-22, 2019

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 15th 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 2019 program features a sophisticated array of presentations, panels, and discussions on current energy taxation issues, including: Keynote Presentation by IRS Chief Counsel, Michael J. Desmond. An Opening Presentation on The International Outlook for Upstream Activities. In depth discussion on Capital Cost Recovery. An analysis of choosing business entities after the TCJA 2017. Select domestic tax issues: The Evolving Partnership Audit Rules; 1031 Issues; plus the Section 45Q Tax Credit. International tax issues: Continuation of FTC Issues; plus GILTI, FIDII and the BEAT: Planning in a Post-Tax Reform World A look at significant trends in oil and gas transactions and financing in the oil and gas industry Changes and Developments in IRS Examinations and Appeals 1 hour Ethics on select ethical issues for tax professionals 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.

Higher Education Taxation Institute

Austin – AT&T Conference Center – Jun 3-4, 2019

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.  

Higher Education Taxation Essentials

Austin – AT&T Conference Center – Jun 2, 2019

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.

Estate Planning Workshop

Austin – AT&T Conference Center – Nov 16, 2018

Join legendary UT Law Professor Stanley M. Johanson 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. Come on Wednesday for the 66th Annual Taxation Conference for the latest developments in tax regulations, policy and legislation.

Taxation Conference

Austin – AT&T Conference Center – Nov 14-15, 2018

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 recent 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. Following the conference, attendees will receive supplemental on-demand programming to ensure they are able to satisfy their full 15.0/3.0 MCLE requirement. All this makes the conference the definitive Texas tax course of the year.   Continue on Friday with Professor Stanley M. Johanson’s popular one-day Estate Planning Workshop offering lively discussion, practical advice, and updates.

Higher Education Taxation Institute

Austin – AT&T Conference Center – Jun 4-5, 2018

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. Attendees are invited to network with program faculty and attendees at the Monday Evening Reception. Come early on Sunday and attend the Higher Education Taxation Essentials program starting at noon – a great starter for those new to the higher education tax field and a perfect refresher for those who aren’t.