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2019 Tax Forum

October 27-29 | 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 Barbara DiRocco.

Tax Workshop Global Operations 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

  • 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

Who Should Attend

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


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

CPE Information

Receive Estimated 14 CPE Credits

Participants will be awarded up to 14 CPE credits for this group live event. CPE credits can be earned in the following categories: Behavioral Ethics, Taxes. The course level is intermediate to advanced.

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


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.

Member Early Ended October 1, 2019


Non-Member Early Ended October 1, 2019


Member Standard Ended October 30, 2019


Non-Member Standard Ended October 30, 2019



Day 1

Show Full Day

Day 2

Show Full Day

Day 3

Show Full Day

Hotel & Travel Information

Rooms Rate

Single: $169.00

Double: $169.00

Phone Reservation: 404.946.9000

Rates guaranteed until: 9/29/2019 (subject to availability)

InterContinental Buckhead Atlanta offers sophisticated business and leisure travelers a host of quality facilities. Southern hospitality is assured in the unique event spaces,
including two opulent ballrooms and the breathtaking Windsor Garden. With a range of holistic therapies and treatments from around the world, indulge at Jurique Spa, enjoy award-winning chef Art Smith’s exquisite Southern Art restaurant, followed by a nightcap of fine whiskey at Bourbon Bar.

Call for Proposals

For questions about submitting content, please contact Jeanne Cure. 

The call for this program is now closed. Deadline was May 6, 2019. For additional information regarding submitting content for NACUBO programming and publications, please click here.