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2019 Tax Forum

October 27-29 | Atlanta

Overview

October 27-29, 2019 | Sheraton Atlanta Hotel | Atlanta
This 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.
 
 
Questions regarding this program, please contact Alex Smith or 202.861.2508.
 
 

Tax Workshop

Who should attend

  • Assistant Controllers
  • Chief Financial Officers
  • Controllers
  • Tax Managers

What You Will Learn

NACUBO’s professional development programs are designed to deliver the skills, concepts, and best practices for success to individuals in the business of higher education. The following course information is provided to help you determine the best learning experience to meet your needs

  • Demonstrate an understanding of guidance for managing tax compliance
  • Discuss tips gained from fellow campus tax professionals with peers on campus
  • Review how tax reporting requirements and regulations may impact your institution


                                Prerequisites

Participants should have working knowledge of higher education tax compliance and administration.

CPE Information

Participants will be awarded up to 14 CPE credits for this group live event. CPE credits can be earned in the following categories: Taxes

RECEIVE UP TO 14 CPE CREDITS

CPE Details

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.nasbaregistry.org.

GO TO NASBA

Registration

The registration fee covers the attendance for one person and includes admittance to educational sessions, breakfasts, lunch, and reception as specified by the program schedule, and access to program materials. You can view our cancellation policies under Conferences & E-Learning.

Advance registration for both members and non-members ends on 9/30/19.

Member Early

$800.00

Member Advance Registration

Non-Member Early

$1,360.00

Non-Member Advance Registration

Member Standard

$960.00

Member Standard Registration

Starts on Oct 1

Non-Member Standard

$1,630.00

Non-Member Standard Registration

Starts on Oct 1

Hotel & Travel Information

Rooms Rate

Single: $169.00 Book Room Here

Double: $169.00 Book Room Here

Phone Reservation: 404.659.6500

Rates guaranteed until (subject to availability): 7/31/2018

Sheraton Atlanta Hotel is located downtown surrounded by sensational dining, extraordinary attractions, and is minutes from the Fox Theater Atlanta, Mercedes Benz Stadium, Atlanta Aquarium, and Hartsfield-Jackson International Airport.

Call for Proposals

For questions about submitting content, please contact Jeanne Cure. 

Want to share your institution’s approach to implementing the provisions of the Tax Cuts and Jobs Act? Has your campus undergone a recent IRS audit? NACUBO invites you to share your expertise and practical wisdom by submitting a proposal to present at the 2019 Tax Forum, October 27-29, in Atlanta, GA.

The Tax Forum program is aimed at the intermediate level; it is important to note that rather than basic overviews, we are looking for in-depth and practical treatments of higher education tax topics. This year, we are also interested in offering some sessions at an advanced level. 

The following list is illustrative of the presentation topics we are looking to have addressed--relevant topics not appearing on the list will be considered.

  • Aspects of IRS Audit Preparation:
    • how to develop risk assessment tools
    • document retention/audit defense
    • supporting uncertain tax positions
  • Charitable Contributions
  • Excise Tax on Executive Compensation
  • Funding UBI taxes when NOLs run out
    • internal charging
    • messaging up front in budget process
    • understanding expenses and how to document them
  • Lessons Learned from Recent IRS Audit on Your Campus
  • Tax Management at Small Colleges
  • UBIT Compliance
    • parking facilities, employee parking and transportation fringe benefits
    • 990-T reporting by activity/”basketing”
    • deep dive into IRS Notice 2018-67 and the partnership attribution rule
  • International Tax Issues
  • Retirement plans
  • Treasury Department Offset Program—background and strategies for recouping amounts that are unexpectedly swept up by this program

In selecting presentations for the Tax Forum, the program committee will be evaluating sessions best suited to the needs of tax professionals at colleges and universities. Some key considerations as you prepare your proposal:

  • Focus on presenting the concept, rules, then ample time for application of campus scenarios to illustrate it. Include as much detail as possible about the presentation.
  • Breaking from the traditional seated panel is encouraged:facilitated discussions, polling exercises, segments incorporating small group discussion, etc.
  • Include 3 learning objectives or audience takeaways.
  • Gear the presentation towards an audience at the advanced level of understanding.Basic treatments or overviews are less likely to be selected.
  • For service providers, there is a strong preference for proposals that include at least one speaker from a college or university.
  • NACUBO also encourages submissions that include panelists representing institutions of different types and sizes.

 GUIDELINES FOR SUBMISSION:

  • The deadline for submissions is May 6, 2019. Proposals may be submitted at any time until 5:00 p.m. ET on the deadline date.
  • Submission of a presentation does not guarantee participation in the program.
  • Do not submit proposals unless each speaker is available to present at any time during the program dates of October 27-29, 2019.
  • Include all presenters that will take part in the presentation. Do not list co-presenters without definite commitment that the co-presenter will be on the program. The co-presenter(s) must agree to all the terms and conditions for participation.
  • The program committee prefers that proposals from vendors include at least one speaker from a college or university.
  • Acceptance notifications will be sent by July 1, 2019.
  • All selected speakers will receive an official confirmation letter. Speakers must complete an agreement form in order to be confirmed for a session.
  • Up to three (3) speakers per selected session will be given complimentary registration to the conference.
  • The person listed as the primary contact for the proposal will be informed of the final decision.
  • NACUBO reserves the right to revise presentation titles or edit the session description of selected presentations for NACUBO promotional and program publications.

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