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Events and Programs
Events and Programs
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2015 Unrelated Business Income Tax

February 25-27, 2015
Sheraton New Orleans
New Orleans, LA

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Schedule

Wednesday, February 25

12:00 pmRegistration Open
1:00 pmWelcome and Introductions
1:15 pmUBIT Fundamentals and Recent Developments

Speaker(s):
Dom Daher, University of San Francisco
Julia Shanahan, University of Washington

2:45 pmRefreshment Break
3:00 pmExpense Allocations

Speaker(s):
Joe Irvine, The Ohio State University
Jodi Kessler, Harvard University
Joel Levenson, University of Central Florida

4:15 pmSharing Losses with UBI Generating Activities

Speaker(s):
Joe Irvine, The Ohio State University
Jodi Kessler, Harvard University

5:15 pmWelcome Reception

Thursday, February 26

8:00 amContinental Breakfast
8:30 amJoint Ventures - Public/Private Partnerships
9:45 amRefreshment Break
10:00 amUBIT Issues Arising from Tax-Exempt Bonds

Speaker(s):
Kelly Farmer, University of Minnesota-Twin Cities

11:15 amQualified Sponsorship Payments vs Advertising: Distinguishing Permissible Acknowledgements from Substantial Return Benefits

Speaker(s):
Dom Daher, University of San Francisco
Julia Shanahan, University of Washington

12:30 pmLunch
1:45 pmAlternative Investments: Best Practices for Unrelated Business Income and Information Reporting

Speaker(s):
Erin Couture, PricewaterhouseCoopers LLP
Erin Todisco-Place, Brown University

1:45 pmUnderstanding the Tax and Operational Pitfalls Related to Research

Speaker(s):
Rob Butler, Grant Thornton LLP
Frank Giardini, Grant Thornton LLP
Paul O'Keefe, Brandeis University

2:45 pmRefreshment Break
3:00 pmAlternative Investments: Best Practices for Unrelated Business Income and Information Reporting (Repeat)

Speaker(s):
Erin Couture, PricewaterhouseCoopers LLP
Erin Todisco-Place, Brown University

3:00 pmTackling the New Tangible Property Regulations

Speaker(s):
Wendy Campos, Moss Adams LLP
Tracy Paglia, Moss Adams LLP

4:15 pmIdentifying and Tracking Athletics-Related UBIT

Speaker(s):
Joel Levenson, University of Central Florida
Dave Moja, Capin Crouse, LLP

Friday, February 27

8:00 amContinental Breakfast
8:30 amSmall Group Case StudiesParticipants will break into discussion groups to apply their knowledge of UBIT to resolve campus hypotheticals.
10:30 amRefreshment/Check-Out Break
11:00 amUBIT-Related Tax Reform Proposals and the Potential Impact on Your Institution

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

12:00 pmProgram Adjourns

Program Overview

2015 Unrelated Business Income Tax
February 25-27, 2015

Fees (Early bird ends 1/28/2015)

  • Member Early Registration: $675.00
  • Non-Member Early Registration: $825.00

Estimated CPEs:16


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 information regarding administrative policies such as refunds, cancellations, and complaints:

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.


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