Live Conferences

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

Live Webcast – Dec 5, 2025

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

Live Webcast – Dec 3-4, 2025

Austin – The Otis Hotel Austin – 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. 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, 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.  New this year! Join a day early, on June 4th for UT Law CLE’s Global Operations Forum, a unique discussion geared toward college and university business professionals from around the country to examine and discuss international operations issues affecting colleges and universities. There will be a mix of formal and informal sessions covering various topics, including international compliance, budgeting, country specific issues, and employment solutions.

Austin – The Otis Hotel Austin – Jun 4, 2025

Registration Opening Soon! UT Law CLE’s Global Operations Forum provides a unique forum for college and university business professionals from around the country to examine and discuss international operations issues affecting colleges and universities. There will be a mix of formal and informal sessions covering various topics, including international compliance, budgeting, country specific issues, and employment solutions. This year's conference will be held in Austin, TX on Wednesday, June 4th, and will be followed by the Higher Education Tax Institute on June 5-6th.

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!

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!

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.

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.

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.

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!

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!

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.   

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.

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.

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.

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. 

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!

STUDIO WEBCAST – Oct 6, 2023

10:00 a.m. to 1:30 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) AI and Effective Corporate Governance (Replay) This discussion covers artificial intelligence (AI) fundamentals and business opportunities to utilize AI responsibly and strategically. The panelists also address corporate governance and compliance frameworks to enable boards and business leadership to proactively and effectively manage risks posed by AI. Regina Jones, Baker Hughes - Houston, TX Ryan D. McConnell, R. McConnell Group PLLC - Houston, TX Meagan Baker Thompson, R. McConnell Group PLLC - Austin, TX 11:10 a.m. to 11:55 a.m. (0.75 hr | 0.75 hr ethics) Requests from on High: Keeping In-House Counsel Out of Hot Water (Replay) One of internal counsel’s many functions is to avert problems for their employers. But sometimes in keeping their client away from the fire, they risk being singed. These concerns implicate challenging attorney-client privilege issues, clarity in communicating to employees and management who they represent, educating others about how to maintain confidentiality, engaging the right counsel and consultants for the proper purposes, and knowing when to stay away from direct interaction in depositions, mediations and regulator meetings and interactions, or when to interact directly. Joel Cohen, White & Case LLP - New York, NY 12:05 p.m. to 12:50 p.m. (0.75 hr | 0.75 hr ethics) Ethics on the Edge (Replay) Whether in-house or in private practice, technology lawyers increasingly find themselves counseling clients operating at or beyond the edge of what the law has contemplated—and sometimes with business models so “disruptive” they may even be illegal. Explore the ethics issues that come into play in such situations, through real-world examples of how experienced in-house lawyers have counseled their clients though high-risk innovation and legal uncertainty.   Christopher T. Brown, KASTNER/GRAVELLE LLP - Austin, TX Cara Connolly, Reality Labs at Meta - Austin, TX Catherine Dawson, AffiniPay - Austin, TX  1:00 p.m to 1:30 p.m. (0.50 hr | 0.50 hr ethics) Pro Bono Opportunities for Business Attorneys (Replay) Texas Accountants and Lawyers for the Arts (TALA) offers attorneys the opportunity to work with creatives, non-profits, and others who qualify based on their income on various legal issues such as entity formation, contracts, trademark/patent/copyright filings, and other general legal needs. An in depth discussion on these opportunities as well as give several examples of cases or matters handled by volunteer attorneys. Angela L. Lee, TALA - Austin, TX Adrian Resendez, Brough & Resendez PLLC - 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!

STUDIO WEBCAST – Sep 6, 2023

1:00 p.m. to 1:45 p.m. (0.75 hr) Show Me the Money: Owelty Liens and Equity Buyouts in a Divorce Many divorcing couples think selling the marital home and splitting the proceeds is 1) the only option or 2) the option that yields the most money. This course demonstrates why that’s not necessarily the case as it follows a fictitious couple through the thought process related to the marital residence. 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!

Austin – Hotel ZaZa Austin Downtown – Jun 5-6, 2023

Live Webcast – Jun 5-6, 2023

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. Examine recent tax law developments that affect institutions of higher education, including updates on congressional activity, IRS enforcement measures and pronouncements, and judicial decisions. Two-part session on the effects, opportunities, and impacts of the Inflation Reduction Act on institutions of higher education. Explore UBTI and UBIT communication and risk management techniques.  Gain insight on the tax issues associated with student and other people payments; joint ventures; sponsored research; nonresident alien tax issues; and much more