Live Conferences

Updates in Higher Education Taxation

Live Webcast – Jun 3-4, 2026

Join us for UT CLE's 2026 Updates in Higher Education Taxation to hear important updates and guidance for college and university tax professionals on federal tax issues and compliance, as well as legislative, judicial, regulatory, and administrative changes affecting colleges and universities. The 2026 Updates in Higher Education Taxation will serve in place of the annual Higher Education Taxation Institute (HETI). HETI will return as a live, in-person program in June 2027.

Estate Planning Workshop

Austin – AT&T Conference Center – Dec 5, 2025

Live Webcast – Dec 5, 2025

Join legendary Texas Law Professor Stanley M. Johanson as he leads his Estate Planning Workshop, which offers timely topics, lively discussion, and practical advice. And join us on Wednesday for the 73rd Annual Taxation Conference to hear about the latest developments in tax regulations, policy and legislation. Highlights and Learning Outcomes:   Gain insights into recent federal and Texas legislative, regulatory, and judicial developments affecting estate planning, trusts, and fiduciary responsibilities. Learn best practices for trustees to fulfill fiduciary duties and maintain effective relationships with beneficiaries. Identify strategies to minimize litigation risks in estate planning through careful client assessment and documentation. Integrate advanced estate planning techniques and insights from recent cases and rulings into client strategies. Develop practical solutions to common and emerging issues in estate planning through collaborative discussion and expert panel insights.

Taxation Conference

Austin – AT&T Conference Center – Dec 3-4, 2025

Live Webcast – Dec 3-4, 2025

UT Law CLE’s 73rd Annual Taxation Conference presents the expertise and in-depth analysis essential to understanding where tax law is, where it came from, and where it is going. With a renowned slate of regional and national speakers, the conference is a must attend event for those looking to keep current amidst a dramatically changing tax landscape. We're continuing the prior year's agenda format! The topics are grouped according to the subject matter and each day will have a cohesive theme. Join us on Wednesday for Focus on Business Planning and Thursday for Focus on Tax Controversy. Continue Friday with Professor Stanley M. Johanson’s popular Estate Planning Workshop offering lively discussion, practical advice, and updates. Highlights and Learning Outcomes: Gain insights into recent federal and state tax legislative, regulatory, and judicial developments and their implications for tax planning and compliance. Learn how to apply current IRS guidance and best practices to the taxation of cryptocurrency, digital assets, and data-driven substantiation of tax positions. Assess ethical considerations and professional responsibilities under Circular 230 and IRS enforcement procedures, including administrative summonses and grand jury subpoenas. Develop strategies for handling refund claims, including navigating procedural requirements, forum selection, and common pitfalls in litigation. Integrate insights from expert practitioners to enhance tax advisory services and advocacy in a rapidly evolving regulatory environment.

Oil, Gas, and Energy Taxation Symposium

Houston – Clifford Chance, Houston – Nov 19, 2025

As the oil, gas, and energy taxation landscape evolves, staying ahead isn’t just about keeping up—it’s about gaining insight, strategy, and professional connections.   This special one-day gathering—a focused program spun off from the renowned Parker C. Fielder Oil, Gas, and Energy Taxation Conference—brings together top minds in oil, gas, and energy taxation to unpack the latest developments and tackle the most pressing issues facing practitioners and companies today. Topics include:   A Look at the State of the Energy Industry Federal Legislative Updates Federal Regulatory Updates Working with the Current IRS: What’s Changed and What Do You Need to Know? Current Practice Issues and Considerations in Oil and Gas Taxation Hot Topics: Renewable Energy Tax Credits after the OBBB Act Trends in Litigation and Controversies   Plus: Don’t miss the Networking Luncheon and Breaks—your chance to connect with leading tax professionals, speakers, and peers in a more relaxed setting.

First Friday Ethics (November 2025)

STUDIO WEBCAST – Nov 7, 2025

10:00 a.m. to 2:20 p.m. (3.00 hr ethics)   Need ethics credit? We’ve got you covered! UT Law CLE’s First Friday Ethics streams live every first Friday of the month, and features some of our best ethics speakers and presentations for a total of 3.00 hrs ethics credit. Fulfill your entire annual ethics requirement in Texas in one day! 10:00 a.m. to 11:00 a.m. (1.00 hr ethics) Your Emergency Grievance Toolkit (Replay) For many lawyers, the grievance process can be upsetting, confusing, frightening, and anger-producing. Learn the most effective techniques for dealing with a grievance from the immediate past-Committee Chair of the District 4 grievance committee. Scott Rothenberg, Law Offices of Scott Rothenberg - Bellaire, TX 11:10 a.m. to 12:10 p.m. (1.00 hr ethics) The Ethical Use of AI (Replay) Explore the patchwork of state-level professional rules and advisories addressing the use of artificial intelligence by lawyers in the practice of law, as well as the rise of standing court orders addressing the use of AI in connection with material submitted to the court. Also touch on the ways in which lawyers are in fact using AI in the practice (and some of the ways they are not). Jason Boulette, Boulette Golden & Marin L.L.P. - Austin, TX 12:20 p.m. to 1:20 p.m. (1.00 hr ethics) Privileged Communications: Ethical Challenges and Best Practices for Tax Practitioners with Organizational Clients (Replay) The question of whether and how the rules under Circular 230, which governs federal tax practice before the IRS, apply to in-house counsel is often raised. Join the Office of Professional Responsibility (OPR), the IRS responsibility for oversight of practitioner, to learn about how in-house counsel may come within OPR’s jurisdiction, OPR's role, mission, and procedures, pertinent Circular 230 provisions applicable to in-house counsel and other practitioners, and OPR’s investigative and disciplinary processes. Also touch on procedures that should be put in place to ensure compliance with Circular 230 and other best practices.  Sharyn Fisk, Cal Poly Pomona - Los Angeles, CA If you cannot watch the entire webcast at its scheduled time, register now and view the recording and eCourse when it is available in “Your Briefcase” after the webcast. Earn CLE credit (in TX and CA) on your time!

First Friday Ethics (August 2025)

STUDIO WEBCAST – Aug 1, 2025

10:00 a.m. to 1:20 p.m. (3.00 hr | 3.00 hr ethics)  Need ethics credit? We’ve got you covered! UT Law CLE’s First Friday Ethics streams live every first Friday of the month, and features some of our best ethics speakers and presentations for a total of 3.00 hrs ethics credit. Fulfill your entire annual ethics requirement in Texas in one day! This month includes: 10:00 a.m. to 11:00 a.m. (1.00 hr | 1.00 hr ethics) Artificial Intelligence Tools and Thoughtful Implementation and Use (Replay) We all see multiple stories about the rapid growth and entry into our daily lives of artificial tools. It is difficult to overstate how much things will change with the rise of these new technologies, or how important it is that companies embrace the opportunity to execute it correctly. Having conversations regarding the proper embrace of these technologies and these tools is a crucial first step, including drafting policies to assist companies with their beneficial and thoughtful adoption and use of these technologies, which are unique to each company and industry. This presentation will define the state of artificial intelligence tools, what benefits and risks exist, and finally steps to begin embracing these technologies with appropriate guardrails, policies, and training. It is less likely that artificial intelligence destroys industries, and much more likely that companies that embrace artificial intelligence will take overtake those companies that do not embrace artificial intelligence. Mark McCreary, Fox Rothschild LLP - Yardley, PA 11:10 a.m. to 12:10 p.m. (1.00 hr | 1.00 hr ethics) Ethics Potpourri: 10 Tips to Help You Sleep at Night (Replay) Regardless of their credentials, experience, and the setting in which they work, tax professionals risk uncertainty and sleepless nights in balancing duties to their clients, companies, and the community at large. This session offers 10 tips to mitigate tax ethics insomnia, from confirming who your client is, what professional standards apply, how to keep up to date and safeguard confidences, when to rely on outside experts, and what your obligations and options are when conflicts arise or when you, your client, or an outside expert makes a mistake.   Timothy J. McCormally, Arlington, VA 12:20 p.m. to 1:20 p.m. (1.00 hr | 1.00 hr ethics) Thrive Together: Cultivating Wellness for You and Your Legal Team (Replay) Explore the essential role of burnout prevention in the legal profession and discover practical strategies to cultivate wellness for yourself and your staff. This session equips you with actionable tools for fostering a thriving, resilient legal team. Alicia Freeman, Texas Lawyers' Assistance Program (TLAP) - Austin, TX Kiele Linroth Pace, Pacefirm Consulting, LLC - Austin, TX   If you cannot watch the entire webcast at its scheduled time, register now and view the recording and eCourse when it is available in “Your Briefcase” after the webcast. Earn CLE credit (in TX and CA) on your time!

Higher Education Taxation Institute

Austin – The Otis Hotel Austin – Jun 5-6, 2025

Live Webcast – Jun 5-6, 2025

The Higher Education Taxation Institute (HETI) provides a unique forum for college and university tax professionals from around the country to examine and discuss federal tax issues and compliance, as well as legislative, judicial, regulatory, and administrative changes affecting colleges and universities.  Highlights : Recent Developments in College and University Tax Law reviews recent tax law developments that affect the higher education community, such as Congressional legislation, IRS enforcement measures and pronouncements as well as judicial decisions. Legislative and Policy Update, Learning to Deal With the Chaos that is 2025, provides insight into various legislative proposals being discussed regarding taxation of universities, their endowments, and how school conduct and governance policies are influencing tax policy. Nonresident Alien Tax Update discusses the long-awaited final Treasury Regulations regarding digital content and cloud transactions as related to the international provisions of IRC section 861. Ethics Potpourri: 10 Tips to Help You Sleep at Night provides10 tips to mitigate tax ethics insomnia, from confirming who your client is, what professional standards apply, how to keep up to date and safeguard confidences, when to rely on outside experts, and what your obligations — and options — are when conflicts arise or when you, your client, or an outside expert makes a mistake. Plus, join faculty, planning committee, and attendees at the Thursday Evening Reception.   

First Friday Ethics (March 2025)

STUDIO WEBCAST – Mar 7, 2025

10:00 a.m. to 1:35 p.m. (3.00 hr | 3.00 hr ethics)  Need ethics credit? We’ve got you covered! UT Law CLE’s First Friday Ethics streams live every first Friday of the month, and features some of our best ethics speakers and presentations for a total of 3.00 hrs ethics credit. Fulfill your entire annual ethics requirement in Texas in one day! This month includes: 10:00 a.m. to 10:45 a.m. (0.75 hr | 0.75 hr ethics) My Mind Has A Mind of Its Own: Why Even Good Lawyers Are Lured Into Unethical Behavior by the Way Their Brains Work (Replay) Modern behavioral psychology research has revealed that our brains lead us into behaviors that are inconsistent with logic, our own self-interest, and ethical principles. This presentation explains how scientifically identifiable justifications, rationalizations, and heuristics can present challenges in legal ethics. Kevin Dubose, Alexander Dubose & Jefferson LLP - Houston, TX 10:55 a.m. to 11:45 a.m. (0.75 hr | 0.75 hr ethics) Fixing Federal Tax Return Mistakes (Replay) Mistakes happen in tax. Fixing those mistakes usually gets harder as time goes by. This presentation surveys a range of potential options: rescission, tax elections including Section 9100 relief, amended returns, method changes, attribute redeterminations, and more. The presentation also highlights ethical obligations that arise when considering how to best address prior mistakes. Tom Greenaway, KPMG LLP - Boston, MA 11:55 a.m. to 12:55 p.m. (1.00 hr | 1.00 hr ethics) Ted Lasso and Lawyer Ethics (Replay) What can a fictional soccer coach, goldfish, and biscuits teach us about attorney ethics? Lace up your cleats and find out. Christie L. Hobbs, Northwest ISD - Fort Worth, TX 1:05 p.m. to 1:35 p.m. (0.50 hr | 0.50 hr ethics) Social Media, Ethics, and TMI: Why you won't be ROFL (Replay) Priscilla de Mata, Ysleta Isd - El Paso, TX   If you cannot watch the entire webcast at its scheduled time, register now and view the recording and eCourse when it is available in “Your Briefcase” after the webcast. Earn CLE credit (in TX and CA) on your time!

Deep in the Heart of the Texas Business Courts: What Attorneys Need to Know (Replay)

STUDIO WEBCAST – Dec 18, 2024

12:20 p.m. to 1:20 p.m. (1.00 hr) Deep in the Heart of the Texas Business Courts: What Attorneys Need to Know (Replay) Gray Reed litigators Mitch Ackal and Jeremy Walter team up with Gray Reed attorney and Texas State Rep. Jeff Leach, who played an instrumental role in developing the legislation that created these specialized courts, to share what they've learned since the September 1st opening of the Texas Business Courts. Hear the ins and outs of the new Texas Business Court, including its jurisdiction, its judges, and its unique procedures. With just one month of operations underway at the time of this presentation, this session also offers an analysis of any significant Court data that may be available. Mitch Ackal, Gray Reed, Houston, TX Jeff Leach, Texas House of Representatives, District 67, Allen, TX Jeremy Walter, Gray Reed, Houston, TX   If you cannot watch the entire webcast at its scheduled time, register now and view the recording and eCourse when it is available in “Your Briefcase” after the webcast.  Earn CLE credit (in TX and CA) on your time!

Estate Planning Workshop

Austin – AT&T Conference Center – Dec 6, 2024

Live Webcast – Dec 6, 2024

Join legendary Texas Law Professor Stanley M. Johanson as he leads his Estate Planning Workshop, which offers timely topics, lively discussion, and practical advice.   You’re also invited to register for our 72nd Annual Taxation Conference for the latest developments in tax regulations, policy, and legislation. Join us on Wednesday: Focus on Business Planning and/or Thursday: Focus on Tax Controversy.

Taxation Conference: Day 2 - Focus on Tax Controversy

Austin – AT&T Conference Center – Dec 5, 2024

Live Webcast – Dec 5, 2024

UT Law CLE’s 72nd Annual Taxation Conference presents the expertise and in-depth analysis essential to understanding where tax law is, where it came from, and where it is going. With a renowned slate of regional and national speakers, the conference is a must attend event for those looking to keep current amidst a dramatically changing tax landscape. An update from IRS Commissioner Danny Werfel: key topics will include current issues affecting tax administration, IRS programs and services, and future agency initiatives.    We're continuing the 2-day agenda format from last year! The topics will be grouped according to the subject matter and each day will have a cohesive theme. Join us on Wednesday: Focus on Business Planning and/or Thursday: Focus on Tax Controversy.   Continue Friday with Professor Stanley M. Johanson’s popular Estate Planning Workshop offering lively discussion, practical advice, and updates.

Taxation Conference: Day 1 - Focus on Business Planning

Austin – AT&T Conference Center – Dec 4, 2024

Live Webcast – Dec 4, 2024

UT Law CLE’s 72nd Annual Taxation Conference presents the expertise and in-depth analysis essential to understanding where tax law is, where it came from, and where it is going. With a renowned slate of regional and national speakers, the conference is a must attend event for those looking to keep current amidst a dramatically changing tax landscape.   We're continuing the 2-day agenda format from last year! The topics will be grouped according to the subject matter and each day will have a cohesive theme. Join us on Wednesday: Focus on Business Planning and/or Thursday: Focus on Tax Controversy.   Continue Friday with Professor Stanley M. Johanson’s popular Estate Planning Workshop offering lively discussion, practical advice, and updates.

Deep in the Heart of the Texas Business Courts: What Attorneys Need to Know

STUDIO WEBCAST – Oct 8, 2024

12:00 p.m. to 1:00 p.m. (1.00 hr) Deep in the Heart of the Texas Business Courts: What Attorneys Need to Know Gray Reed litigators Mitch Ackal and Jeremy Walter team up with Gray Reed attorney and Texas State Rep. Jeff Leach, who played an instrumental role in developing the legislation that created these specialized courts, to share what they've learned since the September 1st opening of the Texas Business Courts. Hear the ins and outs of the new Texas Business Court, including its jurisdiction, its judges, and its unique procedures. With just one month of operations underway at the time of this presentation, this session also offers an analysis of any significant Court data that may be available. Mitch Ackal, Gray Reed, Houston, TX Jeff Leach, Texas House of Representatives, District 67, Allen, TX Jeremy Walter, Gray Reed, Houston, TX   If you cannot watch the entire webcast at its scheduled time, register now and view the recording and eCourse when it is available in “Your Briefcase” after the webcast.  Earn CLE credit (in TX and CA) on your time!

First Friday Ethics (September 2024)

STUDIO WEBCAST – Sep 6, 2024

9:30 a.m. to 12:50 p.m. (3.00 hr | 3.00 hr ethics)  Need ethics credit? We’ve got you covered! UT Law CLE’s First Friday Ethics streams live every first Friday of the month, and features some of our best ethics speakers and presentations for a total of 3.00 hrs ethics credit. Fulfill your entire annual ethics requirement in Texas in one day!   This month includes: 9:30 a.m. to 10:30 a.m. (1.00 hr | 1.00 hr ethics) Privileged Communications: Ethical Challenges and Best Practices for Tax Practitioners with Organizational Clients The question of whether and how the rules under Circular 230, which governs federal tax practice before the IRS, apply to in-house counsel is often raised. Join the Office of Professional Responsibility (OPR), the IRS responsibility for oversight of practitioner, to learn about how in-house counsel may come within OPR’s jurisdiction, OPR's role, mission, and procedures, pertinent Circular 230 provisions applicable to in-house counsel and other practitioners, and OPR’s investigative and disciplinary processes. Also touch on procedures that should be put in place to ensure compliance with Circular 230 and other best practices.  Sharyn Fisk, Internal Revenue Service - Washington, DC 10:40 a.m. to 11:40 a.m. (1.00 hr | 1.00 hr ethics) Ethical Concerns of AI and the Practice of Law (Replay) This presentation defines the state of artificial intelligence tools, what benefits and risks exist, and finally steps to begin embracing these technologies with appropriate guardrails, policies, and training. It is less likely that artificial intelligence will destroy industries, and much more likely that companies that embrace artificial intelligence will take overtake those companies that do not embrace artificial intelligence. Mark G. McCreary, Fox Rothschild LLP - Philadelphia, PA 11:50 a.m. to 12:50 p.m. (1.00 hr | 1.00 hr ethics) Client Selection, Contracts and Handling Complaints (Replay) During a long career, almost no lawyer can completely avoid conflicts and complaints from Clients. The nature of our adversary system provides many opportunities for stress, misunderstandings and disagreements about how the legal system works – or the client’s expectations.  Many times, these matters can be avoided in the intake process. But when a complaint arises, lawyers need to know how to respond and handle those attorney client disagreements in ethical and empathetic ways. This course takes you through the interview process, the execution of clear attorney fee agreements, maintaining clear communications, and ultimately handling an attorney client dispute. Dozens of great tips, sound advice, and reminders of our fiduciary duty under the Disciplinary Rules. Claude E. Ducloux, Attorney at Law - Austin, TX   If you cannot watch the entire webcast at its scheduled time, register now and view the recording and eCourse when it is available in “Your Briefcase” after the webcast. Earn CLE credit (in TX and CA) on your time!

Higher Education Taxation Institute

Austin – The Otis Hotel Austin – Jun 13-14, 2024

The Higher Education Taxation Institute (HETI) provides a unique forum for college and university tax professionals from around the country to examine and discuss federal tax issues and compliance, as well as legislative, judicial, regulatory, and administrative changes affecting colleges and universities. This year's conference will be held on a Thursday - Friday date pattern. Highlights : Recent Developments in College and University Tax Law reviews recent tax law developments that affect the higher education community, such as Congressional legislation, IRS enforcement measures and pronouncements as well as judicial decisions. Legislative and Policy Update; Playing Defense for 2024 and Preparing for 2025, provides insight into what has been and will be occurring in 2024 regarding taxation of universities, their endowments, and examinations of school conduct and governance policies. Managing UBTI to Infinity and Beyond discusses Form 990-T reporting for both alternative investments and other university operations, including additional issues and forms that have arisen during the post pandemic period, such as debt from lines of credit, rent from unused office space, income from tech transfer, income from investments, and energy tax credits, among others. International Jeopardy is an interactive game of Jeopardy with topics highlighting international issues including; BEPS 2.0, indirect and digital taxes, nexus and triggering permanent establishment, NSPM33, 117 compliance, audit notices, and more! Plus, join faculty, planning committee, and attendees at the Thursday Evening Reception.   

Estate Planning Workshop

Austin – AT&T Conference Center – Dec 15, 2023

Live Webcast – Dec 15, 2023

Join legendary Texas Law Professor Stanley M. Johanson as he leads his Estate Planning Workshop, which offers timely topics, lively discussion, and practical advice.   You’re also invited to register for our 71st Annual Taxation Conference for the latest developments in tax regulations, policy, and legislation. Join us on Wednesday: Focus on Business Planning and/or Thursday: Focus on Tax Controversy.

Taxation Conference: Day 2 - Focus on Tax Controversy

Austin – AT&T Conference Center – Dec 14, 2023

Live Webcast – Dec 14, 2023

UT Law CLE’s 71st Annual Taxation Conference presents the expertise and in-depth analysis essential to understanding where tax law is, where it came from, and where it is going. With a renowned slate of regional and national speakers, the conference is a must attend event for those looking to keep current amidst a dramatically changing tax landscape.   We're continuing the 2-day agenda format from last year! The topics will be grouped according to the subject matter and each day will have a cohesive theme. Join us on Wednesday: Focus on Business Planning and/or Thursday: Focus on Tax Controversy.   Continue Friday with Professor Stanley M. Johanson’s popular Estate Planning Workshop offering lively discussion, practical advice, and updates.

Taxation Conference: Day 1 - Focus on Business Planning

Austin – AT&T Conference Center – Dec 13, 2023

Live Webcast – Dec 13, 2023

UT Law CLE’s 71st Annual Taxation Conference presents the expertise and in-depth analysis essential to understanding where tax law is, where it came from, and where it is going. With a renowned slate of regional and national speakers, the conference is a must attend event for those looking to keep current amidst a dramatically changing tax landscape.   We're continuing the 2-day agenda format from last year! The topics will be grouped according to the subject matter and each day will have a cohesive theme. Join us on Wednesday: Focus on Business Planning and/or Thursday: Focus on Tax Controversy.   Continue Friday with Professor Stanley M. Johanson’s popular Estate Planning Workshop offering lively discussion, practical advice, and updates.

Oil, Gas, and Energy Tax Conference

Houston – JW Marriott Houston by The Galleria – Nov 16-17, 2023

Join leading members of the oil, gas and energy tax community—including senior government officials, IRS staff, corporate energy and tax counsel, and members of the energy tax bar—at the 16th Biennial Parker C. Fielder Oil, Gas, and Energy Tax Conference. This nationally recognized event is a unique collaboration between The University of Texas School of Law and the Chief Counsel’s Office of the IRS, and provides an exchange of views and perspectives between the private sector and the Service.    The 2023 program features a sophisticated array of presentations, panels, and discussions on current energy industry and taxation issues, including: Keynote Presentation by IRS LB&I Deputy Commissioner, Douglas W. O’Donnell An overview of current issues in the energy sector—where are we now and where might we be headed? An examination of current energy deals, deal structures, and transactional considerations A discussion on IRS examinations and interaction between the industry and the government Concurrent Tracks focused on hot topics in Oil and Gas Taxation or in the Energy Transition space Don’t miss the chance to hear directly from nationally recognized experts and key personnel at the IRS on multiple taxation issues impacting the oil, gas, and energy industry. 

Final Decree as Blueprint for Mortgage Financing: Suggestions for Family Lawyers

STUDIO WEBCAST – Nov 7, 2023

11:10 a.m. to 11:55 a.m. (0.75 hr) Final Decree as Blueprint for Mortgage Financing The language in a final divorce decree can either pave the way to successful mortgage financing or impede the process, whether your client refis or buys. This course covers wording suggestions for best outcomes and also covers a few reasons why both parties should not be left on an existing mortgage after divorce. Brooke Benson, MiMutual Mortgage, Grapevine, TX   If you cannot watch the entire webcast at its scheduled time, register now and view the recording and eCourse when it is available in “Your Briefcase” after the webcast. Earn CLE credit (in TX and CA) on your time!