2014 Tax Forum
September 28-September 30, 2014
Renaissance Phoenix Downtown Hotel
OverviewThis event for intermediate to advanced-level campus tax professionals offers the latest information on issues and best practices in higher education tax compliance and administration. The program features plenary speakers as well as smaller sessions to address special topics. Networking opportunities are woven throughout the program to bring together participants from comparable institutions to share ideas.
This forum serves as both an annual update and future outlook. Participants hear and engage in discussions on timely subjects impacting the college and university tax community. Past forums have addressed issues such as IRS audits, Form 990 preparation, unrelated business income issues, charitable gifts, executive compensation, treatment of fringe benefits, scholarships and fellowships, reporting and withholding for nonresident aliens, mitigating tax risks of international activities, bonds compliance, and charitable gifts.
There are also plenty of chances for networking with colleagues and speakers.
**If you register for the 2014 Tax Forum you will receive a $100 discount for the Global Operations Forum immediately following Tax Forum at the Renaissance Phoenix Downtown! A discount code will be provided in your Tax Forum registration confirmation. Please use that when registering for the Global Operations Forum.**
Who Should Attend
- Assistant Controllers
- Chief Financial Officers
- Tax Managers
What You'll Learn
- Tips from fellow campus tax professionals
- Insight into tax reporting requirements and regulations impacting your institution
- Concrete guidance for managing tax compliance
No prerequisites and/or advance preparation required.
Participants will be awarded up to 17 CPE credits. CPE credits can be earned in the following categories:
Sunday, September 28
|11:00 am||Registration Opens|
|1:00 pm||Welcome & Introductions|
|1:15 pm||The View From Washington|
|2:15 pm||Refreshment Break|
|2:30 pm||Tax Update|
|3:50 pm||Hot Topics in Information Reporting|
|5:00 pm||Networking Reception|
Monday, September 29
|7:45 am||Continental Breakfast|
|8:15 am||Ten “Top of Mind” Issues for Tax Directors|
|9:15 am||Fringe Benefit Issues|
|10:30 am||Refreshment Break|
|10:45 am||Complying with Less: How to Manage Compliance Without Deep Pockets|
|10:45 am||Tax Aspects of Settlements and Judgments|
|1:15 pm||Practical International Tax Compliance Without an International Tax Department|
|1:15 pm||UBIT for Smaller Institutions|
|2:30 pm||Refreshment Break|
|2:45 pm||A Roadmap to Post-Issuance Tax and Bond Compliance|
|2:45 pm||Employer Responsibilities Under the Affordable Care Act: The Gift that Keeps on Giving|
|4:10 pm||What’s Your Ethics IQ?|
What is the relationship between ethics and tax management? When you return to campus from this meeting, how will you be able to lead more effectively? In this lively, entertaining, and highly interactive session, Dr. Bruce Weinstein, The Ethics Guy, will show how five simple principles help you bring out the best in others and yourself everywhere you go. You'll leave with a clearer sense of how to advance the economic viability and business practices of your institution.
*The Leadership Series is supported by a generous contribution from TIAA-CREF*
Tuesday, September 30
|8:00 am||Continental Breakfast|
|8:30 am||Student Organizations: What are they?|
|9:35 am||FATCA- More than a Five Letter Word|
|9:35 am||Nonqualified Deferred Compensation: Beyond the Basics|
|10:45 am||Refreshment / Check-out Break|
|11:15 am||Opening Pandora’s Box: State & Local Tax Issues for Colleges and Universities|
|12:30 pm||Program Adjourns|
Renaissance Phoenix Downtown Hotel
Visit the Renaissance Phoenix Downtown Hotel website for details, including restaurants, amenities, and nearby attractions.
For reservations, call 602.333.0000.
Rates are guaranteed until 8/29/2014, subject to availability.
Please review our registration policies.
Please Note: NACUBO professional development programs are often sell-outs. Please secure air and hotel reservations only after confirmation of registration.
Grant Thornton LLP
SHOW FULL BIO » Eddie Adkins is a partner in Grant Thornton’s national tax office in Washington, D.C. He has the primary responsibility within Grant Thornton for tracking new regulatory and legislative developments related to employee benefits and executive compensation. He has written extensively on compensation and benefits topics, including articles in the Daily Tax Report and Tax Notes. He has also written articles for journals such as the Compensation Planning Journal, The Tax Advisor, and The Journal of Taxation. He has been quoted in various newspapers across the country, including he Wall Street Journal, the New York Times, the Chicago Tribune and USA Today. Eddie has also appeared on CNBC. He is a former chair of the American Institute of CPAs’ employee benefits and compensation technical resource panel, and currently serves on the AICPA's Tax Executive Committee and its Health Care Reform Task Force.
University of California Office of the President
SHOW FULL BIO » John Barrett is the Tax Services Manager for the University of California System. He is responsible for preparing tax related enhancements to the payroll system and for establishing University-wide tax policies and procedures. He is also responsible for the preparation of the University’s consolidated unrelated business income tax return and coordinates policy development in tax, business, and accounting areas. John has been with the University system since 2005. Before joining the University, John worked for over twenty years in various areas of corporate taxation in the telecommunications, food processing/beverages, and automobile manufacturing industries. He also worked with high tech clients in public accounting. Mr. Barrett has a B.A. in Economics from the University of Michigan, a Master of Science in Taxation from DePaul University, and is a Certified Public Accountant
Crowe Horwath LLP
SHOW FULL BIO » Nicole Bencik has over sixteen years of tax experience concentrating in services to the not-for-profit sector. She has served colleges and universities, healthcare, trade associations, private foundations, cultural arts organizations, governmental entities and other not-for-profit organizations. Nicole has consulted on a significant number of issues affecting not-for-profit organizations such as unrelated business income tax, employment tax, sales & use tax and alternative investments issues. Nicole has presented at numerous conferences and webinars on both general taxation and specific tax-exemption issues.
Ernst & Young LLP
SHOW FULL BIO » Christa Haas Bierma is a member of Ernst & Young LLP’s Washington, DC National Tax group. Christa advises clients on technical tax issues that arise in connection with employee benefit and compensation arrangements, including executive and deferred compensation, employer-sponsored health and welfare plans, fringe benefits and tax-qualified retirement plans. Christa has more than 10 years of experience in tax and employee benefit issues. Prior to joining Ernst & Young LLP, Christa was engaged in private law practice in Washington, DC. In her law practice, Christa defended plans, plan sponsors and fiduciaries in litigation under the Employee Retirement Income Security Act. She advised plan sponsors and fiduciaries concerning a wide scope of issues relating to benefits and compensation, and represented their interests in state and federal courts nationally. Christa is a frequent speaker on tax and benefits issues. Christa is licensed to practice law in Virginia and the District of Columbia as well as numerous federal courts. Christa holds a B.A. from Hope College and a J.D. from Washington & Lee University School of Law. Following her graduation from law school, she clerked for the Honorable Mary Stanley in the United States District Court for the Southern District of West Virginia.
SHOW FULL BIO » Mr. Bond serves as Managing Director of BLX’s New York office. In addition to overseeing the day-to-day activities of the BLX professionals located in New York, Mr. Bond is responsible for BLX’s newest practice area: Post-Issuance Tax Compliance. In this role he is responsible for the business development and production efforts relating to Private Use and IRS Schedule K related services. Mr. Bond has been a featured panelist at numerous conferences across the United States discussing the importance of post-issuance tax compliance reporting requirements for 501(c)(3) nonprofit organizations. Mr. Bond has personally served as project manager for many of BLX’s largest most sophisticated clients. In addition, Mr. Bond helped develop BLX SKAN, a new web based offering from BLX to assist nonprofit organizations with IRS Schedule K. Mr. Bond joined BLX in 1997. Prior to joining BLX, he was an Assistant Vice President with the Public Finance Department of Rauscher Pierce Refsnes, Inc. (now RBC Capital Markets) in Dallas, Texas, providing Rebate Services to many large issuers in the Southwest from 1993 to 1997. Mr. Bond is a graduate of Southern Methodist University where he received a BA in Finance. Mr. Bond is a member of the Government Finance Officers Association. Mr. Bond is a registered investment advisor representative, holding a FINRA Series 65 license.
Grant Thornton LLP
SHOW FULL BIO » Rob Butler, Managing Director, Higher Education and Not-for-Profit Tax Services Rob recently joined Grant Thornton after more than twenty years working with higher education and not-for-profit institutions. Prior to joining Grant Thornton, Rob served as Controller of Brandeis University overseeing the general accounting office, accounts payable, payroll, and sponsored programs accounting, working closely with the audit committee, financial systems and reporting, and all departments throughout the University. Prior to Brandeis, Rob led a Big Four exempt organizations tax team that provided compliance and regulatory services to higher education institutions and healthcare organizations throughout New England and upstate New York. Rob has also worked with the Massachusetts Attorney General’s Office focusing on public oversight and proper governance of public charities and corporate entities. The combination of Rob’s experiences working within an administration of a higher education institution, providing professional services to not-for-profit organizations, and enforcing regulatory compliance enables him to provide extensive and well-rounded perspectives to higher education and not-for-profit clients. Rob has been on different sides of the boardroom table. Rob contributes to the Grant Thornton audit and tax practice by focusing on quality and excellent service. Rob achieves high integrity by reporting issues to clients and dealing with their sensitive disclosures open to public inspection. Rob researches and advises on technical issues with respect to tax exempt status, foreign activity, public disclosure, governance, transparency, and the consequences of making investments in debt-financed securities. Rob has spoken at several not-for-profit seminars and has developed many tax, accounting and finance presentations. Rob received his Masters in Taxation from Northeastern University and his Bachelor of Science degree in Accounting from Merrimack College. He is a member of the American Institute of Certified Public Accountants and the Massachusetts Society of Certified Public Accountants.
State & Local Tax Senior Manager
Crowe Horwath LLP
SHOW FULL BIO » Jon is a Senior Manager in Crowe Howath’s State and Local Tax Group. He as over sixteen years of experience in multistate tax consulting, compliance and controversy. Jon frequently consults on the multistate compliance of various types of multistate multi-tiered flow-through structures, such as investment funds, including hedge funds and private equity funds. Jon works closely with Crowe’s Tax Exempt team nationally and C-TRAC ® development team on multistate issues related to tax-exempt investors. Jon has presented at a number of conferences on all aspects of state and local taxation and has written extensively on a number of state and local income tax issues for tax journals such as the Journal of Multistate Taxation and Incentives, Taxation of Exempts, The Tax Adviser and the Tax Executive. Jon is an adjunct professor at Loyola University Chicago School of Law where he has taught a course on State and Local Taxation since 2002. He has also taught State and Local Taxation at DePaul University College of Commerce. Jon holds a BA from Columbia University in New York and a JD from Loyola University Chicago School of Law and obtained an LL.M. in Taxation from DePaul College of Law.
Director, Congressional Relations
SHOW FULL BIO » Liz Clark is Director of Congressional Affairs for the National Association of College and University Business Officers (NACUBO). Liz has been working to advance the goals and priorities of colleges and universities on Capitol Hill since 1999. She joined NACUBO after spending more than three and a half years leading the State University of New York (SUNY) System Office of Federal Relations in Washington, DC. Liz also served as Director of Federal Relations for Oregon State University and prior to that, she was Assistant Director of Federal Relations at Cornell University, where she was charged with overseeing Cornell University's first Washington, DC-based federal relations office. Liz has held several volunteer leadership positions with national higher education association and research university organizations and has served as a speaker and panelist at numerous conferences and events. In 2004, she was presented the Outstanding Service Award from the Association of Public and Land Grant Universities (formerly NASULGC) Council on Governmental Affairs. In 2006, the Associated Students of Oregon State University presented her with the “Order of the Orange” award for contributions and service to the student organization. A native of Liberty, NY, Liz is a graduate of Binghamton University (SUNY) and received a Master’s of Science degree in Policy Analysis and Management from Cornell University. While in graduate school, she also completed a fellowship at the University at Albany's Center for Women in Government.
Senior Director, Global Tax Compliance
New York University
SHOW FULL BIO » Louis Curcio graduated from St. Johns University with a Masters Degree in accounting in 2001. From 2001 through 2010 Louis worked with Big Four/Multinational Accounting firms specializing in not for profit taxation issues such as unrelated business income, intermediate sanctions, international tax requirements and 990 compliance. Louis has worked with numerous charities, universities, hospitals, foundations and other not-for-profit organizations, including; Sesame Workshop; The Salvation Army, Covenant House; Hofstra University; Burke Rehabilitation Hospital, Philadelphia Zoo, American Museum of Natural History; Anti Defamation League of B’nai B’rith; and many others. In 2008 Louis conducted a series of trainings to get non-profit organizations ready for the revamping of the Form 990. In 2004 Louis passed the CPA exam and is currently a member of the American Institute of CPAs and the New York State Society of CPAs. In 2009 Louis earned his Juris Doctor from Hofstra and passed the NY Bar exam. Louis is currently a member of the American Bar Association and is licensed to practice Law in New York. Louis became the Tax Director of New York University in January 2011. In October 2013 Louis was promoted to Senior Director Global Tax Compliance. Louis’ responsibilities include unrelated business income, employment taxation, non-resident alien taxation, payroll taxation, private benefit issues, establishment of tax policies and procedures, international, federal and state tax compliance, training of various divisions and departments regarding University tax issues, and contract review and structuring.
Director, Internal Audit & Tax Compliance
University of San Francisco
SHOW FULL BIO » Dominic L. Daher is the Director of Internal Audit and Tax Compliance for the University of San Francisco. Mr. Daher also serves as an Adjunct Professor of Law in the University of San Francisco’s School of Law where he teaches Federal Income Taxation, Nonprofit Taxation, Tax Policy, Accounting for Lawyers, and Law Practice Management: A Pathway to Success. In May 2005, Mr. Daher garnered the Outstanding Faculty of the Year Award. Mr. Daher is a member of the NACUBO Tax Council, and he regularly presents at the annual NACUBO Tax Forum. Mr. Daher serves on the editorial advisory boards for the some of the leading tax and accounting publications in the country, including: THE M&A TAX REPORT (CCH), TAXATION OF EXEMPTS (WG&L), THE EXEMPT ORGANIZATION TAX REVIEW (TAX ANALYSTS), THE TAX ADVISOR (AICPA), CORPORATE BUSINESS TAXATION MONTHLY (CCH), INTERNAL AUDITOR (THE IIA), INTERNAL AUDITING (WG&L); and A GUIDE TO FEDERAL TAX ISSUES FOR COLLEGES AND UNIVERSITIES (NACUBO). Additionally, Mr. Daher serves as a member of the Financial Accounting Standards Board's (FASB) Not-for-Profit Resource Group. Mr. Daher is the author of over 40 published articles which deal with various aspects of federal tax law and accounting issues, including one which has been cited in a report to the United States Congress by the National Taxpayer Advocate and quoted in Forbes. Among his many other accolades, Mr. Daher is the co-author of a leading treatise on federal tax law, The Hornbook on the Law of Federal Income Taxation (Thomson West 2008), which has been cited in numerous decisions by various Federal Circuit Courts of Appeals and in a variety of law review articles. Mr. Daher’s other books include: Accounting for Not-For-Profit Organizations (BNA 2006), Accounting for Mergers and Acquisitions of Not-For-Profit Organizations (BNA 2009, revised 2012), Interest Expense Deductions (BNA 2007, revised 2012), Accounting for Business Combinations (WG&L 2008-2012); A Practical Guide to Corporate Taxation (CCH March 2012). Mr. Daher holds a Master of Laws in Taxation from New York University School of Law (where he served as the Graduate Editor of the Environmental Law Review); a Juris Doctor from Washington University School of Law (where he was he was the Judge Myron D. Mills Scholar); and both Master and Bachelor of Accountancy degrees from the University of Missouri-Columbia (where he was a merit scholar and graduated with honors).
SHOW FULL BIO » Candace is a Principal with PwC's Washington National Tax Services Practice, where she leads a group of information reporting and withholding specialists. Since joining the firm in 2007, Candace has worked with global financial institutions to remediate information reporting and withholding compliance failures. Currently, Candace is a key member of PwC's global FATCA team and is currently engaged on several large projects in the Financial Services sector. Candace has been a frequent speaker on information reporting matters and is the primary author of thought leadership pieces that cover a range of information reporting topics which include the Foreign Account Tax Compliance Act (FATCA), as well as other current issues. Candace has worked with clients in all industries including education to ensure accurate information reporting compliance and assists with the remediation of various compliance failures. She is a former member of the IRS Information Reporting Program Advisory Committee (IRPAC). Candace has worked with the IRS through IRPAC to resolve regulatory issues related to the FATCA, 6050W and other information reporting requirements. Prior to joining PwC, Candace served two years as Assistant Chief Counsel for tax matters at the U.S. Small Business Administration (SBA). In that role, Candace worked extensively with IRS and Treasury personnel, trade associations, and congressional staff to ensure that the views of small businesses where considered in the regulatory and legislative process. Prior to joining the SBA, Candace spent four years as an Attorney Advisor in the IRS Office of Associate Chief Counsel (Corporate), focused on corporate tax issues.
The Ohio State University
SHOW FULL BIO » Scott has 31 years of taxation experience, including the last year and a half at The Ohio State University. He graduated from the University of Mount Union in 1983 with a bachellors degree in accounting, and from Capital University in 1991 with a masters in taxation degree. Scott is married (Beth) with one daughter (Jenni - 25) and two crazy dogs. He loves outdoor activities and Buckeye Football!
Crowe Horwath LLP
SHOW FULL BIO » Geralyn Hurd has been a tax exempt specialist for more than 20 years and leads Crowe’s Tax Exempt team nationally. This national team serves some of the largest higher education institutions, academic medical centers, foundations and healthcare systems in the country. In 2008, she designed and developed the only IRS-approved software of its kind – the patent-pending Crowe Tax Risk Assessment & Control (C-TRAC®) solution. She is also a frequent author and speaker on topics relevant to the tax exempt community, including the NACUBO Form 990 Manual. In June 2012, Geralyn was named one of Consulting Magazine’s Top 25 Consultants with an Award for Excellence in the Public Sector.
Development & Tax Counsel
The Ohio State University
SHOW FULL BIO » Joseph R. Irvine is a faculty member and former Development and Tax Counsel at The Ohio State University, Columbus, Ohio. His practice included tax planning and compliance as well as resolving conflicts with the IRS and state and local tax agencies. He handled charitable gift planning, donor tax issues as well as issues regarding UBIT, compensation and benefit matters, and state and local tax matters. He was an attorney with a multistate law firm prior to joining the University. He also has experience with one of the Big Four accounting firms. He is past Chair of the Tax Council of the National Association of College and University Business Officers and the past co-chair of the Taxation Section of the National Association of College and University Attorneys. He is also a member of the Ohio State Bar Association and the past Tax Lead of the Steering Committee for the AICPA Not-For-Profit Industry Conference. He is a recipient of the NACUBO Tax Award. Mr. Irvine is a graduate of Kent State University (BBA, summa cum laude), the University of Cincinnati (MS, taxation) and Duke University Law School (JD, high honors). He is admitted to practice in Ohio and the Federal Court for the Southern District of Ohio. He is also a certified public accountant and a frequent speaker on tax issues.
University of Michigan
SHOW FULL BIO » EDWARD J. JENNINGS Edward J. Jennings is the Tax Director at the University of Michigan in Ann Arbor, Michigan. His responsibilities include providing tax planning and compliance services in addition to resolving conflicts with the Internal Revenue Service (IRS) and other state and local taxing agencies on behalf of the University and its affiliates. He serves on the Taxation Council of the National Association of College and University Business Officers (NACUBO) which he chaired from 2010 through 2012. He also serves on the Planning Committees for the Higher Education Tax Institute (HETI) and for the Treasury Institute for Higher Education Tax Exempt Bond Compliance Workshop. He speaks frequently at these and other conferences for nonprofit organizations. He served as a member of the IRS Information Reporting Program Advisory Committee (IRPAC) from 2006 until 2008. His articles include “The Taxation and Reporting of Distributions Derived from Licensing Intellectual Property” and “Managing the Tax Consequences of Alternative Investments” which appeared respectively in the March/April 2004 edition and the July/August and September/October 2006 editions of Taxation of Exempts. He is the recipient of the NACUBO Tax Award for 2007. He graduated from St. Joseph’s University in Philadelphia, Pennsylvania, with a B.S. in Accounting and from Wake Forest University School of Law in Winston-Salem, North Carolina, with a J.D. He is licensed as a CPA and holds bar licenses in the states of North Carolina and Illinois.
University of South Florida
SHOW FULL BIO » Anne Jetmundsen is the Tax Advisor for the University of South Florida (USF) in Tampa, Florida and is Chair of the NACUBO Tax Council. She served on the IRS Information Reporting Program Advisory Committee (IRPAC) in 2011-2013. Ms. Jetmundsen has been instrumental in implementing tax compliance programs at USF for areas including unrelated business income tax, sales tax, fringe benefits, independent contractor and scholarship classification. Prior to assuming the Tax Advisor position in 1996, Ms. Jetmundsen was employed in the tax departments of TECO Energy, Inc. and KPMG Peat Marwick.
Crowe Horwath LLP
SHOW FULL BIO » Mr. Kelleher is the leader for International Tax Services for the Crowe Horwath’s South Region. He has worked extensively in the manufacturing, construction, distribution, retail and service sectors providing a variety of tax services to clients, including inbound and out bound international tax planning, US tax compliance and consulting, and representation of clients in Internal Revenue Service examinations. He currently leads the firm export incentives practice, consulting with clients on obtaining federal tax benefits related to their export activities. Mr. Kelleher’s clients have consisted of both public and privately held entities. He has also consulted with clients regarding their annual ASC 740 computations and the implications of adopting and implementing FIN 48.
University of Notre Dame
SHOW FULL BIO » Rick Klee has served as the Tax Director for the University of Notre Dame since 1998. As Tax Director, Rick coordinates the University's response to unrelated business income, property, sales, trust and payroll tax issues, as well as information return, benefit plan and other tax compliance services. He is a member of the NACUBO Tax Council and has participated as a speaker at the NACUBO Tax Forum, the Tax Institute for Colleges and Universities and other not-for profit conferences. Previously, Rick worked for 15 years as the CFO for a 65 physician multispecialty group, where part of his responsibilities included providing tax and financial planning services to the physicians. He also had more than seven year’s tax experience with Ernst & Young, the international public accounting firm. A CPA, he holds two degrees from the University of Notre Dame, a B.B.A. in Accounting and an M.A. in Theology. Rick is a member of the American Institute of Certified Public Accountants and the Indiana CPA Society.
Manager, Tax Department
Washington University in St. Louis
SHOW FULL BIO » Angie Leahy is the Tax Manager – Special Areas at Washington University in St. Louis. She manages the alternative investments tax compliance process for the University. Angie’s primary responsibilities include preparation and review of the Form 990-T, preparation of state income tax returns and subsidiary returns, tax research, and payments to nonresident aliens. Prior to joining Washington University in 2010, Angie worked in KPMG’s state and local tax practice and spent 12 years in charge of not-for-profit accounting and tax reporting for a labor union. She holds a CPA and a Master of Accounting from University of Missouri.
University of Central Florida
SHOW FULL BIO » Joel Levenson is currently the associate director for tax compliance at the University of Central Florida located in Orlando, Florida. His primary responsibilities include coordination of audits, review of UBIT methodologies, opine on Employee v Independent Contractor decisions and ensure compliance with other Federal & State taxing authorities. Prior to joining UCF in 2009, he worked as a tax supervisor at McGladrey focusing on FAS109, FIN48, C & S Corps, IRS audit response and international compliance. He was heavily involved with recruiting & training. Joel graduated from the University of Central Florida with a B.S. in Accounting and an MST. Joel and his wife spend their time watching their first child, Felicity, establish herself as a formidable ruler of the house.
Associate Director of Tax Compliance
University of San Francisco
SHOW FULL BIO » Dawn G. Mayer holds a Master of Laws in Taxation from New York University School of Law and a Juris Doctor from Temple University School of Law where she was awarded the Joseph W. Price III Memorial Prize in Taxation. Ms. Mayer is the Associate Director of Tax Compliance for the University of San Francisco and also serves as an Adjunct Professor in the University of San Francisco’s School of Management where she teaches Federal Taxation I and II.
Capin Crouse, LLP
SHOW FULL BIO » Dave is dedicated to meeting client needs in the exempt organization tax arena through review of client returns, consulting engagements, training, and the compilation of our annual "Higher Education Tax Reporting Trends" project. He works with colleges, churches, associations, missions organizations, and private foundations, among other entities. Dave conducts workshops and delivers products on Form 990, executive compensation, political issues, and unrelated business activities. He has also spoken extensively at accounting and tax seminars across the country, including the Florida Association of Chamber Professionals, Christian Leadership Alliance National Conference, National Association of College and University Business Officers annual Tax Forum, and the Florida Institute of CPAs Annual Not-for-Profit Conference. He also hosts a quarterly Not-for-Profit Tax Webcast. He is a member of the AICPA, the FICPA, and serves on the 2013 Religious Organizations Accounting Committee sponsored by the ECFA. Dave is a CPA in Florida, Colorado, and Georgia.
Ernst & Young
SHOW FULL BIO » Helen H. Morrison is a Principal in Ernst & Young LLP’s Washington, DC, National Tax Department Compensation and Benefits practice. Prior to joining Ernst & Young, Helen served from 2007 – 2012 as the Deputy Benefits Tax Counsel in the Office of Benefits Tax Counsel for the Department of the Treasury. She played a lead role in the Administration’s tax-related initiatives on health care reform and the Treasury Department’s implementation of these provisions enacted as part of the Affordable Care Act. She also served as a senior Treasury advisor on executive compensation matters including the section 409A deferred compensation rules, section 457A rules on deferred compensation to for companies in “tax indifferent” jurisdictions, and other tax-related retirement and compensation matters. Before Helen joined the Treasury Department, she was a Partner in the Employee Benefits Practice of McDermott, Will & Emery.
SHOW FULL BIO » Travis L. Patton Partner National Tax Services Exempt Organization Tax Services firstname.lastname@example.org (202) 414-1042 voice (703) 517-9744 cell Travis is a Partner in PwC's National Tax Services office and is a member of the Exempt Organization Tax Services practice. For sixteen years, Travis has provided tax services to exempt organizations with a focus on higher education. Travis is resident in Washington, D.C., where he monitors legislative and regulatory developments from Capitol Hill and the Internal Revenue Service. He advises clients on various subject matters including IRS examinations, compliance, governance, compensation and benefits, unrelated business income tax, hospital community benefit and charity care, mergers and acquisitions, tax due diligence, international activities, and Form 990. A regular instructor on exempt organization matters, Travis most recently presented at conferences sponsored by the Georgetown University Law Center, NACUBO, and Healthcare Financial Management Association. Travis is the author of articles including one published in the AICPA's Journal of Accountancy on "Reporting Unrelated Business Income." Travis is a Certified Public Accountant licensed in Virginia and the District of Columbia, and he is a member of the American Institute of Certified Public Accountants. He graduated with a B.B.A. in Accounting from the College of William and Mary and obtained his M.S. in Taxation from American University. Travis is a member of the William and Mary Mason School of Business Accounting Advisory Board.
SHOW FULL BIO » Donald E. "Dee" Rich, Jr. is a tax partner with KPMG. He joined KPMG in 1981, where after spending 6 years in the Firm's audit practice, transferred into its tax practice. He was admitted to the partnership in 1995, and serves as the Higher Education National Sector Leader for KPMG's Development and Exempt Organizations tax (DEO) practice. Dee is a graduate of the University of North Carolina at Chapel Hill, and works out of KPMG's Greensboro, NC office.
Partner-in-Charge, NFP Tax
Grant Thornton LLP
SHOW FULL BIO » Dan has spent over 20 years exclusively focusing his time on providing tax consulting and compliance services to tax-exempt organizations in the higher education and not-for-profit industry. He has consulted on such matters as unrelated business income, employment taxes, private benefit issues as well as all areas of compliance. Having worked with numerous colleges across the country, Dan provides services such as contract, operational, and procedural reviews as it relates to tax matters and has assisted in the establishment of tax policies and procedures as well as the structuring of contracts including royalty agreements. Prior to joining Grant Thornton in August 2004, Dan spent over 10 years with a Big 4 firm’s Exempt Organizations Tax Practice and almost 3 years with the Internal Revenue Service’s Exempt Organizations Division.
SHOW FULL BIO » Cherie Sadeli serves as the Assistant Controller of Brandeis University located in Waltham, Massachusetts. Her responsibilities include financial accounting and reporting, endowment accounting, as well as ensuring that the University is compliant with all regulatory requirements. Prior to Joining Brandeis University in 2012, Cherie worked at KPMG LLP where she provided tax compliance services to higher education and healthcare institutions. Cherie earned her Bachelor of Science degree in Accounting from Roger Williams University in Rhode Island, and Masters in Project Management from Brandeis University.
University of Washington
SHOW FULL BIO » Julia Shanahan is the Tax Director, and Associate Director of Payroll, at the University of Washington. Julia is responsible for international, federal, state and local tax matters including unrelated business income, foreign entity taxes, sales tax and property tax. Her payroll duties include issues related to state and federal income tax withholding, withholding for employees in other countries, issuance of W-2s and other non-tax matters. Her other responsibilities include providing advice to all campus departments and also include assuring that the University is compliant in tax filings both domestically and internationally. Julia also provides tax assistance to healthcare affiliates of the University of Washington. Prior to joining the University, Julia worked for PricewaterhouseCoopers in Tokyo, London and Seattle addressing individual cross border tax issues, and domestic and international payroll matters. Julia holds a B.A. degree in International Business from Manhattanville College in Purchase, New York, a J.D. from Seattle University and an L.L.M. in taxation from the University of Washington. She is a member of the Washington State Bar.
Orrick, Herrington & Sutcliffe LLP
SHOW FULL BIO » Larry Sobel, a Los Angeles tax partner, heads the tax practice for Orrick’s Los Angeles office. Larry has more than 30 years of experience in federal tax laws and regulations relating to all types of tax-exempt financings, particularly public power, private activity bond, exempt organizations and advance refunding issues. As both bond counsel and underwriter’s counsel, he has been responsible for structuring and analyzing the tax aspects of many tax-exempt financings in California and throughout the country. Larry has extensive experience in handling IRS audits of bond transactions. He has represented issuers in dozens of audits all of which have ended favorably either with the IRS issuing a “no change” letter or by negotiating a reasonable settlement when needed. Larry also has handled a number of submissions under the IRS’ Voluntary Closing Agreement Program (or VCAP). The two most recent VCAP submissions represented cases of first impression for the IRS; one involving an issue of qualified energy conservation bonds relating to determining the amount of those bonds eligible for the federal subsidy; the other involved the plan to convert a “new money” bond issue into an advance refunding (which did not meet all of the requirements for a tax exempt advance refunding). Both cases ultimately were resolved on the original terms proposed to the IRS. Larry has also been instrumental in developing new financing techniques and structures. He first devised the tax structure and analysis for, and has served as tax counsel on, Orrick’s tax exempt tobacco revenue securitizations. He has developed the tax structure on numerous tax-exempt prepayments for natural gas for municipal utilities both within and outside of California.
The Ethics Guy
Columbia University in the City of New York
2014 Tax Forum
September 28-September 30, 2014
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