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Events and Programs
Events and Programs

2014 Tax Forum

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


Sunday, September 28

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

Liz Clark, NACUBO

Let’s Talk Tax!  Understand what’s driving Congressional action on tax proposals impacting colleges and universities, the outlook for passage of tax measures in the coming months, and how your institution can play an advocacy role.
2:15 pmRefreshment Break
2:30 pmTax Update

Joe Irvine, The Ohio State University
Ed Jennings, University of Michigan

This presentation offers a comprehensive look at recent developments in the college and university tax law arena, including IRS enforcement activity, court cases, IRS pronouncements and other publications of tax matters and their impact on educational institutions.
3:50 pmHot Topics in Information Reporting

Candace Ewell, PricewaterhouseCoopers LLP
Anne Jetmundsen, University of South Florida

Panelists will cover timely issues facing colleges and universities, especially reporting on Forms 1098-T, 1099, 1042, and FBAR. They will review requirements, discuss current developments in IRS enforcement, and provide tools to support your institution’s compliance.
5:00 pmNetworking Reception

Monday, September 29

7:45 amContinental Breakfast
8:15 amTen “Top of Mind” Issues for Tax Directors

Rick Klee, University of Notre Dame
Travis Patton, PricewaterhouseCoopers LLP

Dealing with finite resources and competing time pressures makes risk management in the tax arena sometimes feel like a triage environment. This session will spotlight the ten top tax issues that institutions currently face.  Areas include investments, compensation arrangements, foreign operations, information reporting, and commercial activities.
9:15 amFringe Benefit Issues

Joe Irvine, The Ohio State University
Dee Rich, KPMG LLP

The presentation discusses fringe benefit tax issues that arise on a regular basis for colleges and universities. It is intended for those who already have basic knowledge of the rules.
10:30 amRefreshment Break
10:45 amComplying with Less: How to Manage Compliance Without Deep Pockets

Rob Butler, Grant Thornton LLP
Dan Romano, Grant Thornton LLP
Cherie Sadeli, Brandeis University

The vast majority of colleges and universities do not have a tax department or even a full time staff person devoted to tax matters. Panelists will help you understand how to manage tax administration and compliance with knowledge, an organized approach, and collaboration with peers.
10:45 amTax Aspects of Settlements and Judgments

Dom Daher, University of San Francisco
Dawn Mayer, University of San Francisco

Failure to properly report (and withhold where appropriate) on settlement or judgment payments made to former employees can result in substantial additional liabilities for interest, penalties, and taxes. This session will provide an overview of the taxation of settlements and judgments.
12:00 pmLunch
1:15 pmPractical International Tax Compliance Without an International Tax Department

John Barrett, University of California Office of the President
Julia Shanahan, University of Washington

Join us for a presentation offering practical information and useful tools for doing business overseas, particularly for schools who are just starting international operations or for those who have some international operations, but are facing growth in overseas operations.
1:15 pmUBIT for Smaller Institutions

Dave Moja, Capin Crouse, LLP

As the IRS continues to scrutinize campus unrelated business activities, smaller institutions may find it particularly challenging to keep up with changes in the law and reporting requirements. This presentation offers straightforward advice about how to identify, monitor, and report on your institution’s UBI-generating activities.
2:30 pmRefreshment Break
2:45 pmA Roadmap to Post-Issuance Tax and Bond Compliance

Alan Bond, BLX
John Cebula, Chapman University
Larry Sobel, Orrick, Herrington & Sutcliffe LLP

Panelists will describe the steps that institutions should be taking to better position themselves to face the increasingly complex compliance requirements related to tax-exempt debt and best practices relating to post-issuance tax compliance.
2:45 pmEmployer Responsibilities Under the Affordable Care Act: The Gift that Keeps on Giving

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

Virtually all institutions of higher education are considered "large employers" for purposes of the Affordable Care Act, and have significant information tracking and reporting responsibilities. Panelists will review key aspects of the Act, including an overview of the final 4980H regulations, identification of employees requiring coverage, employer reporting requirements (IRC 6056 and IRC 6055), transitional rules, and HHS Exchange-related regulations.
4:10 pmWhat’s Your Ethics IQ?

Bruce Weinstein

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

Scott Gill, The Ohio State University
Joel Levenson, University of Central Florida

Panelists will review common assumptions concerning student organizations and will explain how student organizations can become tax-exempt entities and stay compliant with applicable tax requirements.
9:35 amFATCA- More than a Five Letter Word

Nicole Bencik, Crowe Horwath LLP
John Kelleher, Crowe Horwath LLP
Joel Levenson, University of Central Florida

How does the Foreign Account Tax Compliance Act impact colleges and universities? The panel will examine planning strategies and best practices for addressing FATCA compliance at your institution.
9:35 amNonqualified Deferred Compensation: Beyond the Basics

Eddie Adkins, Grant Thornton LLP

Understand the nonqualified deferred compensation plans available to higher education organizations. Using a case study approach, this session will focus on the various tax rules that apply to these plans, including sections 457 and 409A. The session will go beyond the basics by addressing planning ideas, practical issues, and common mistakes that can lead to surprising and/or undesirable results.
10:45 amRefreshment / Check-out Break
11:15 amOpening Pandora’s Box: State & Local Tax Issues for Colleges and Universities

Jon Cesaretti, Crowe Horwath LLP
Geralyn Hurd, Crowe Horwath LLP
Angie Leahy, Washington University in St. Louis

Many colleges & universities – especially those invested in alternative investments – have begun to move toward a comprehensive state compliance plan. This session will focus on issues to consider as you’re working through your state compliance plan as well as varying approaches to the voluntary disclosure process.
12:30 pmProgram Adjourns

Program Overview

2014 Tax Forum
September 28-September 30, 2014

Estimated CPEs:15.5


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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:

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