NACUBO

My NacuboWhy Join: Benefits of Membership

E-mail:   Password:   

 Remember Me? | Forgot password? | Need an online account?

Events and Programs
Events and Programs
Loading

2014 Tax Forum

September 28-September 30, 2014
Renaissance Phoenix Downtown Hotel
Phoenix, AZ

Register Now

Schedule

Sunday, September 28

11:00 amRegistration Opens
1:00 pmWelcome & Introductions
1:15 pmThe View From Washington

Speaker(s):
Liz Clark, NACUBO

2:15 pmRefreshment Break
2:30 pmTax Update

Speaker(s):
Joseph Irvine, The Ohio State University
Edward Jennings, University of Michigan

3:50 pmHot Topics in Information Reporting

Speaker(s):
Candice Ewell, PricewaterhouseCoopers L.L.P.
Anne Jetmundsen, University of South Florida

5:00 pmNetworking Reception

Monday, September 29

7:45 amContinental Breakfast
8:15 amTop Ten 2014 Tax Issues Tax Directors Should Have at Top of Mind

Speaker(s):
Rick Klee, University of Notre Dame
Travis Patton, PricewaterhouseCoopers L.L.P.

9:15 amFringe Benefit Issues

Speaker(s):
Joseph Irvine, The Ohio State University
Donald Rich, KPMG L.L.P.

10:30 amRefreshment Break
10:45 amComplying with Less: How to Manage Compliance Without Deep Pockets

Speaker(s):
Robert Butler, Grant Thornton LLP
Dan Romano, Grant Thornton LLP
Cherie Sadeli, Brandeis University

10:45 amTax Aspects of Settlements and Judgments

Speaker(s):
Dominic Daher, University of San Francisco
Dawn Mayer, University of San Francisco

12:00 pmLunch
1:15 pmPractical International Tax Compliance Without an International Tax Department

Speaker(s):
John Barrett, University of California Office of the President
Julia Shanahan, University of Washington

1:15 pmUBIT for Small and Intermediate Schools

Speaker(s):
Dave Moja, Capin Crouse, LLP

2:30 pmRefreshment Break
2:45 pmA Roadmap to Post-Issuance Tax and Bond Compliance

Speaker(s):
Alan Bond, BLX
John Cebula, Chapman University
Larry Sobel, Orrick, Herrington & Sutcliffe LLP

2:45 pmEmployer Responsibilities Under the Affordable Care Act: The Gift that Keeps on Giving

Speaker(s):
Christa Bierma, Ernst & Young LLP
Louis Curcio, New York University
Helen Morrison, Ernst & Young
Renotta Young, Columbia University in the City of New York

4:10 pmWhat’s Your Ethics IQ?

Speaker(s):
Bruce Weinstein

Tuesday, September 30

8:00 amContinental Breakfast
8:30 amStudent Organizations: What are they?

Speaker(s):
Scott Gill, The Ohio State University
Joel Levenson, University of Central Florida

9:35 amFATCA- More than a Five Letter Word

Speaker(s):
Nicole Bencik, Crowe Horwath LLP
John Kelleher, Crowe Horwath LLP
Joel Levenson, University of Central Florida

9:35 amNonqualified Deferred Compensation: Beyond the Basics

Speaker(s):
Eddie Adkins, Grant Thornton LLP

10:45 amRefreshment / Check-out Break
11:15 amOpening Pandora’s Box: State & Local Tax Issues for Colleges and Universities

Speaker(s):
Jon Cesaretti, Crowe Horwath LLP
Geralyn Hurd, Crowe Horwath LLP
Angie Leahy, Washington University in St. Louis

12:30 pmProgram Adjourns

Program Overview

2014 Tax Forum
September 28-September 30, 2014

Fees (Early bird ends 8/29/2014)

  • Early Member Registration: $725.00
  • Non-Member Early Registration: $875.00

Estimated CPEs:17


Sponsors

Payment Options

For online registration NACUBO only accepts Visa, Mastercard, and American Express.

Visa | MasterCard | American Express

To pay by check or purchase order
please use our
mail-in registration forms

For further assistance contact
Customer Support:

1.800.462.4916

Registration Policy

Cancellation Policy


CPE Information

NACUBO is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.learningmarket.org.


Support Center