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Tax Reform: Higher Education Has Wins and Losses Under Final Law

On-Demand | Originally Aired on March 27, 2018

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The swift passage of the Tax Cuts and Jobs Act at the end of 2017 marked the first significant rewrite of the tax code in over 30 years. The sweeping legislation affects virtually every U.S. business, individual and not-for-profit organization—institutions of higher education experienced some wins and losses under the final legislation.
In this session, NACUBO has assembled a diverse panel of higher education tax advisors and industry professionals for an interesting and informative dialogue regarding the practical considerations of the tax reform legislation. The panel will discuss which provisions may have the most significant impact on the industry, how the industry is moving forward when tax planning is critical but IRS guidance is scarce, and practical considerations for institutions of higher education in the short term and in the long term. You will not want to miss this informative session!


  • Angie Leahy, tax manager, Washington University in St. Louis
  • Johnathan Shaw, director, tax and finance, Vanderbilt University
  • Kyle R. ZumBerge, tax counsel, The University of Texas System
  • Janice Smith, senior manager, Crowe Horwath
  • Liz Clark (moderator), senior director, federal affairs, NACUBO

Webcast Tax

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

  • Consider tax-planning strategies to mitigate any adverse impact of tax reform.
  • Recognize significant provisions of final tax reform law that affect higher ed institutions (e.g., executive compensation, large endowments, unrelated business income, tax-exempt bonds, and others).
  • Understand the effects of tax reform that impact employees, students/alumni, and donors.

Who Should Attend

  • Assistant Controllers
  • Associate Vice Presidents
  • Chief Financial Officers
  • Controllers
  • General Counsel
  • Tax Directors

CPE Information


Field of Study: Taxes (each person must register individually to earn CPEs)

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

Registration Rates

For registration assistance: 800.462.4916 or

Member Standard Ends January 1, 2222


Non-Member Standard Ends January 1, 2222



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2018 Tax Forum

October 14-16 | Denver