Higher Education Tax Update

Presented on:
May 6, 2020 10:00 AM PT
1 hour

Join us for an on-demand webcast on the latest in tax developments that impact higher education institutions. We’ll discuss legislative developments including COVID-19 tax provisions, IRS enforcement measures, and guidance provided on topics, such as unrelated business taxable income (UBTI), compensation, fringe benefits, charitable contributions, and reporting requirements.



Tracy Paglia, Partner, Moss Adams

Tracy has practiced public accounting since 1997. She has extensive experience assisting tax-exempt organizations on compliance and consulting tax issues from formation to termination. Tracy is a tax and consulting team member on public charity, private foundation, university, association, and health care clients throughout the firm. Her experience includes the redesigned Form 990, unrelated business taxable income, intermediate sanctions and compensation issues, private inurement and excess benefit transactions, charitable contribution disclosures, public disclosure requirements, application for tax-exempt status and entity formation, tax-exempt bonds, change in exempt status and the public support test, controlled organization and joint venture issues, and charitable planning options for donors.

Mike Lumsden, Senior Manager, Moss Adams

Mike has practiced public accounting since 2010. He specializes in providing tax services to tax-exempt organizations, such as health care companies, schools and universities, museums, and foundations. Mike has extensive experience with tax compliance, unrelated business income analysis, research, and complex tax matters related to ongoing compliance and targeted tax planning. He’s also practiced in working with for-profit clients, specifically corporations and partnerships.

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