Tech Transfer Central
Industry-Sponsored Research Management sample issue

Preventing Tax Compliance Nightmares in University Tech Transfer and Industry-Sponsored Research

Format: On-Demand Video, DVD, or PDF Transcript
Originally presented: December 12, 2018

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Commercialization activity being managed in university tech transfer, corporate engagement, and sponsored research offices run a significant risk of running afoul of tax exemption statutes – and that can create a compliance nightmare for your university and severe headaches for you.

What’s worse, these compliance threats are getting more numerous and more complex as commercial ventures and initiatives multiply and take new forms — for instance, companies that open on-campus labs, start-ups that use tax-exempt buildings and services, revenue from start-up equity, and industry partnerships that rely on campus resources.  Non-compliance can result in fines, reputational damage, and even loss of non-profit status.

That’s why Technology Transfer Tactics, in partnership with Industry-Sponsored Research Management, is sponsoring this critical compliance webinar. This session will address common tax issues associated with university research commercialization efforts, offering practical guidance from a seasoned university tax director, including a real-world case study of tax challenges faced by a major research institution.

Preventing Tax Compliance Nightmares in University Tech Transfer and Industry-Sponsored Research

Attendees will leave this program with a thorough understanding of the tax issues that affect technology transfer and other research commercialization activities – and gain a full appreciation for the impact these issues can have on an institution when not managed appropriately. Plus, you’ll take home compliance guidance and strategies you can use to ensure you steer clear of common tax problems and complications.    

Agenda:

  • Tax Background and Context
    • History
    • Defining the Organization’s Mission
    • State Institutions vs. 501(c)(3) Organizations
  • Common Activities
    • Revenue from Startup Investments
      • Common Investment Structures
        • Venture Fund
        • Share Purchase
        • Partner in Limited Partnership
      • Drafting Limited Partnership Agreements
    • Revenue from Corporate Agreements
      • Common Agreements
        • “Corporate Testing” vs. “Applied Research”
        • Drug Trials
        • Technology Licenses
      • Tax-Exempt Bonds/Private Business Use (TEB/PBU)
      • State-Law Property Tax Exemptions
    • Revenue from Startup Incubators
      • Common Incubator Structures
        • Lease
        • Incubator
        • Accelerator
      • TEB/PBU
      • State-Law Property Tax Exemptions
    • UBIT
  • Case Study of tax challenges against a major institution of higher education

Meet Your Program Leader:

Kyle RichardKyle Richard

Tax Director
University of Washington

Kyle Richard is the Tax Director at the University of Washington. He has experience in all areas of exempt-organization tax and tax compliance as well as licensing, technology, and university research. Kyle graduated from the University of Washington School of Law.

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