Topic

403b Plans

Bob will provide CFO's with a unique insight on current and potentially future IRS examinations and enforcement activity related to these very important retirement plans used to attract and retain employees through a competitive benefits package. He will explain universal availability,contribution limits, prototype plan documents as well as the need for effective employee communications.

Speaker

Bob Architect, VALIC Vice President for Compliance and Market Strategy will discuss Internal Revenue Service 403(b) compliance activities. Bob served as senior tax law specialist with the IRS for over 30 years, specializing in 403(b) tax-sheltered plans.

Topic

Taxation and Higher Education:

Presentation of all areas of taxation impacting higher education today. With the increased focus of the IRS on educational institutions it's critical to be aware of the tax obligations of a university. This presentation will present topics of taxation to include fringe benefits, employment tax, Unrelated Business Income Tax, Form 990 for independent institutions, Foreign student, scholar and researcher taxes and what it means to your university or college. It wraps up with an update of current changes in tax law and how they will impact your university

Speaker

Steve Hoffman is currently Tax Manager for George Washington University and has held the same position at The Ohio State University and West Virginia University. He was employed for 15 years with the IRS, has a Master's Degree in Taxation and served on the Advisory Committee for the Tax Exempt Division of the IRS for three years. He is an accomplished presenter with a focus on the audience learning. He has presented at the SACUBO Annual Meeting and conducted a one day presentation for a SACUBO Workshop on tax and higher education.

Topic

topics of university research administration

how to manage compliance issues

NOTE: I represent the EACUBO Research Committee for selecting a topic and speaker for our session at Hersey.

Speaker

michael vernick

partner, HoganLovells

Washington DC

Topic

"What can I say when an investor calls and asks about the financial condition of the school?"

With now upwards of $250 billion in outstanding debt for higher education, investors want to keep in touch but treasurers are unsure what they can say without divulging potentially material non-public information.

The session should be a series of roll playing along the lines - if they ask this, then you can say this with a goal of learning the basic principals of what you can say and not say.

Speaker

An institutional buy side analyst

A treasurer of a significant borrower, Carol Lovell from BU

Borrower's counsel from a leading public finance law firm, Linda Port from Greenburg Traurig

Banker, Matt Pearson, Morgan Stanley

Thanks!

Topic

1) Introduction/explanation of basics of unrelated business income tax (UBIT) applicable to both public and private institutions; common taxable activity and how to structure activity to avoid or minimize the tax impact.

2) Update of the current status of UBIT law as appliable to public and private institutions; key components of the IRS Form 990-T.

3) Incentive, Performance and Deferred Compensation - Tax Planning and Reporting

Speaker

Sean Scally

University Counsel and Tax Attorney

Vanderbilt University and Medical Center

Nashville TN