NACUBO invites you to share your expertise and practical wisdom on tax issues affecting higher education institutions by submitting a proposal to present in 2020 Tax Forum which will be offered entirely online October 21-22 and November 4-5.
The Tax Forum program is aimed at the intermediate level; it is important to note that we are looking for in-depth and practical treatments of higher education tax topics. Basic treatment of a topic or overviews will not be selected for the program. Focus on how your institution addressed an issue, challenges you overcame, effective collaborations, etc. We invite you to propose a session that is relevant, innovative, and useful for your college and university colleagues. We strongly prefer sessions that incorporate a substantial amount of audience engagement: presentations that ask pointed questions or poll the audience to keep them involved throughout.
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
- Student employment tax challenges
- Excise tax on net Investment income
- Excise tax on executive compensation
- State and local tax issues
- International tax reporting issues (Forms 926 and 5471 reporting; equalization levy)
- Fringe benefits
- Athletics – including name, image & likeness issues
- Tax management at small colleges
- Parking and transit refund guidance
- UBIT compliance
- Treasury Offset Program—background and strategies for recouping amounts that are unexpectedly swept up by this program
- Telework issues I: payment to employees (accountable plan, budgeting issues)
- Telework issues II: tax implications of multi-state workforce and international employees
- COVID-related tax issues: employer credits, tax deferrals, loan programs, etc.
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. We are looking for educational content that spotlights new approaches and resources in order to offer timely, relevant and diverse content that will appeal to a wide variety of attendees from many types of institutions. 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.
- 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.
- All proposals, including those from service providers, should include at least one speaker from a college or university.
- NACUBO encourages submissions that include panelists representing institutions of different types and sizes.
Guidelines for Submission
- For full consideration, the deadline for submissions is 5:00 PM Eastern August 14, 2020. Proposals submitted after the deadline may still be considered for other programs.
- Submission of a presentation does not guarantee participation in the program.
- 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.
- Proposals from business partner members must include at least one speaker from a member college or university.
- Selected speakers/co-presenters from college and university member institutions will receive a discounted registration rate for the meeting. Speakers will not receive any royalties, honorarium, reimbursement of expenses, or other compensation from NACUBO in connection with the forum.
- The person listed as the primary contact for the proposal will be informed of the final decision.
- All selected speakers will receive an official confirmation letter. Speakers must complete an agreement form in order to be confirmed for a session.
- Acceptance notifications will be sent by September 18, 2020.
- NACUBO reserves the right to revise presentation titles or edit the session description of selected presentations for NACUBO promotional and program publications.