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2020 Tax Forum

October 12-13, 2020 | St. Louis


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.
NOTE: Starting this October, a REAL ID will be needed to fly. New federal standards require a REAL ID-compliant driver's license or state ID to pass through airport security. States are not automatically issuing REAL IDs, so check yours and get your new card before the new law takes effect.
You must use a REAL ID or another acceptable form of ID to fly starting October 1, 2020.

Tax Workshop 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
  • Determine how tax reporting requirements and regulations may impact your institution
  • Share tips gained from fellow campus tax professionals with peers on campus

Who Should Attend

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


No prerequisites and/or advance preparation required.

CPE Information


Participants will be awarded up to an estimated 11 CPE credits for this group live event. CPE credits can be earned in the following categories: Taxes.

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 session admittance, breakfasts, lunches, refreshment breaks, and reception as specified by the program schedule, and access to program materials.

Early registration rates end on September 21, 2020.

Member Early Ends September 21, 2020


Non-Member Early Ends September 21, 2020


Member Standard Starts September 22, 2020


Non-Member Standard Starts September 22, 2020


Hotel & Travel Information

Rooms Rate

Single: $199.00

Double: $199.00

Phone Reservation: 888.735.2954

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

The Hyatt Regency St. Louis overlooks the iconic Gateway Arch and has access to downtown’s most desirable attractions, including Busch Stadium, the Enterprise Center,
America’s Center Convention Complex, and the Mississippi Riverfront—all located within walking distance.

Call for Proposals

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 2020 Tax Forum, October 12-13, in St. Louis, Missouri.

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 participation, polling exercises, and small group discussion and report-outs. Ideally, very few accepted sessions will offer the traditional “sage on a stage” panel presentation.

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 (executive compensation, net investment, other)
  • State and Local Tax Issues
  • International Tax Reporting Issues
  • Fringe Benefits
  • Athletics – including name, image & likeness issues
  • Tax Management at Small Colleges
  • Parking and Transit Refund Guidance
  • UBIT Compliance
    • 990-T reporting by activity/”basketing”
  • 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. 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. 
  • For service providers, there is a strong preference for proposals that include at least one speaker from a college or university, and no more than one presenter from the firm.
  • NACUBO also encourages submissions that include panelists representing institutions of different types and sizes. 


  • The deadline for submissions is May 4, 2020. 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 12-13, 2020.
  • 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, including being responsible for expenses incurred in conjunction with the meeting.
  • 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 10, 2020.
  • All speakers/co-presenters associated with a selected session will be responsible for registering for the meeting and for the cost of their registration. 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.
  • NACUBO reserves the right to revise presentation titles or edit the session description of selected presentations for NACUBO promotional and program publications.