Tax Forum
Proposal Details
NACUBO invites you to share your expertise and practical wisdom on tax issues affecting higher education institutions by submitting a proposal to present at the 2023 Tax Forum happening in Chicago and online October 15–17.
The Tax Forum is aimed at the intermediate level; it is important to note that we are looking for in-depth and practical treatments of the topic. General treatments 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.
Key Considerations
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 to offer timely, relevant and diverse content that will appeal to a wide variety of attendees from many types of institutions. We especially are interested in session formats that go beyond the standard panel format to incorporate creative, interactive approaches to the content.
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 at least three learning objectives or audience takeaways.
- Gear the presentation towards an audience at an advanced level of understanding. Basic treatments or overviews are less likely to be selected.
- All proposals, including those from business partners, must include at least one speaker from a college or university.
- For proposed panels, the number of corporate presenters may match but not exceed the number of presenters from a college or university.
- NACUBO strongly encourages submissions that include panelists representing institutions of different types and sizes.
- Address how your presentation will incorporate NACUBO’s principles of diversity, equity, and inclusion.
Topics
The following list is illustrative of the presentation topics we are looking to have addressed. We're looking for case study approaches wherever possible. Relevant topics not appearing on the list will be considered.
- Affiliated/related organizations
- Cryptocurrency/NFT
- Energy tax credits, including 179D
- Excise taxes writ large (federal, state, foreign)
- Executive Compensation
- Fringe benefits (including implementation of Secure Act 2.0)
- International tax reporting issues (Forms 926 and 5471; K-2s, K-3s)
- IRS audit preparation
- Name, Image, and Likeness (NIL) Concerns
- People payments: student employment tax challenges
- Remote work tax issues
- Settlement payments
- State and local tax issues (not employment-related)
- Tax-exempt bonds update
- Tax management at small colleges
Guidelines for Submission
- NEW submission deadline is May 19, 2023. Submissions cannot be changed after the deadline.
- Submission of a presentation does not guarantee participation in the program.
- All proposals must include at least one speaker from a college or university. The number of speakers from business partners may be equal to but not greater than the number of higher education speakers.
- Include all speakers that will take part in the presentation. Do not list anyone as a speaker without their commitment that they will be able to attend the program. To facilitate scheduling, all speakers should plan to be available for all three days of the program. All speakers must agree to all the terms and conditions for participation.
- There is no fee to speak; however, speakers must register for the program if they wish to attend any sessions other than their own. Speakers from college and university member institutions will receive a registration discount. Speakers will not receive any royalties, honorarium, reimbursement of expenses, or other compensation from NACUBO in connection with the program, unless otherwise noted by NACUBO.
- All selected speakers will receive an official welcome letter. Speakers must complete an agreement form and be from NACUBO member organizations to be confirmed for a session.
- NACUBO reserves the right to revise presentation titles and descriptions for promotional materials and program publications.
- The proposal submitter will be informed of the final decision.
- Acceptance notifications will be sent by June 16; however, please allow until July 3 to request an update on the status of your proposal.
