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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.

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MASTER CLASS: Navigating Intellectual Property Issues for Nonprofits

Gene Park, Susan Vignola
Presented at the 2024 Nonprofit Organizations Institute

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Exploring the Contours of Charitability: Economic Development, Community Revitalization, Poverty Alleviation

Ann K. Batlle, Stephen M. Clarke, Erica L. Guyer, Joshua J. Mintz
Presented at the 2024 Nonprofit Organizations Institute

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MASTER CLASS: Engaging with Related Parties: The Landscape of Excess Benefit Transactions

Diara M. Holmes, Danika H. Mendrygal
Presented at the 2024 Nonprofit Organizations Institute

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Structuring for Efficiency (Compliantly): Sharing, Services, Self-Dealing, and Co-Investing in the Family Office/LLC Context

Christy E. Brook, Allison Heimann, Lisa Montez
Presented at the 2024 Nonprofit Organizations Institute

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Planning Vehicles and Trusts (CRTs, Annuities, etc.)

Katrina M. Pipasts
Presented at the 2024 Nonprofit Organizations Institute

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Advanced Issues in Fundraising

Jonathan S. Blum, Kay Walther
Presented at the 2024 Nonprofit Organizations Institute

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Exclusivity in Philanthropy: Where Does Harvard/UNC Leave Philanthropy?

Nishka Chandrasoma, Emily Cuneo DeSmedt, Lorelle L. Espinosa, Jamie Lewis Keith, Lisa Montez
Presented at the 2024 Nonprofit Organizations Institute

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Private Philanthropy: Alternative [or Complementary] Structures

Effie Babb, Maura L. Whelan
Presented at the 2024 Nonprofit Organizations Institute

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Governance: Essential Organizational Policies and Protections

Darren B. Moore, Jeffrey E. Sher
Presented at the 2024 Nonprofit Organizations Institute

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