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.
GUIDELINES FOR SUBMISSION:
- 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.