HEAF25: Higher Education Tax Update

Live Event: 04/23/2025 at 4:15 PM (EDT)

Only available as part of a package

Tax issues abound on campus and are ever-changing. Join this session to learn about hot topics including:

IRS audit activity and lessons learned

Executive compensation

Energy credits

Worker classification

Washington updates and state activity

The latest information in the ERC saga

And more!

CPE Available: 1 Credit in Taxes

Each individual must register and attend separately to earn credit.

NACUBO is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website www.nasbaregistry.org

Event Information

Level: Intermediate
Prerequisites: Minimum 1-2 years of experience as a professional in higher education or a related private industry.
Advanced Preparation: None
Delivery Mode: Group internet based
Field of Study: Taxes
Length: 60 minutes

Steps to Earn CPE Credit

You can only earn credit for attending the session live. CPE credit cannot be earned for watching the recordings.

To earn CPE credit, you will complete the following tasks under the Content tab, after the session has ended:

Pass the CPE codeword quiz. Write down the codewords posted in the Zoom chat at random times throughout the session and complete the quiz at the end of the session.
Submit the CPE check-out code displayed at the end of the session.
Download your CPE certificate.

You have until 5 pm Eastern Time on Wednesday, May 1 to complete these three steps or report technology issues with this site to online@nacubo.org.

For more detailed instructions, review the CPE Instructions page.

Joel Levenson

Assistant Vice President for Tax, Payables and Procurement

University of Central Florida

Joel Levenson is assistant vice president for tax, payables, and procurement at the University of Central Florida. He served as chair of the NACUBO Tax Council, member of the Inter-Institutional Committee on Finance and Accounting Officers (ICOFA), Tax Sub-Committee, and the University Tax Peer Group. He is also a former member and co-chair of the Internal Revenue Service Advisory Committee (IRSAC), a four-year appointment.

Tracy Paglia

Partner

Moss Adams

Tracy Paglia has practiced public accounting since 1997 and is a partner at Moss Adams. Paglia is a tax and consulting team member on public charity, private foundation, university, association, and health care clients throughout the firm. Paglia is an integral part of the training programs both internally to Moss Adams and externally to groups such as the American Institute of CPAs (AICPA), NACUBO, TEGE Exempt Organization Council, and the Higher Ed Tax Institute. She leads the firm’s tax committee for Not-for-Profit and Government Practices and is a member of the AICPA’s Technical Resource Panel.