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2019 Golf Event (Free to all Attendees)

"State Regulation" Pre-Conference Workshop (Half-Day)

2019 Taxation Party

Conference Venue

For more information about speaking, please contact Matthew Lucas by (email)

For more information about exhibiting or sponsorship, please contact Jeanette Townsend (email) -- or by phone (703.622.3524).

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Communications Taxation '19
Pre-Conference Half-Day USF Workshop - May 13, 2019

"Understanding USF

May 13, 2019 -- 12:00PM - 4:00PM (Half Day)

4 CPE Credits

No additional fee, price is included with the conference fee.

This in-depth pre-conference session explores Universal Service Fund (USF) issues that have long been a popular topic at the TeleStrategies Communications Taxation Conference. The speakers will discuss basic principles and current issues impacting the determination of carrier contributions to the USF. The session will include a review of: the basic principles involved in determining the appropriate revenue base upon which to base the USF contribution; issues involved in classifying services and related revenues as telecommunications versus information services; methodologies used to determine telecommunications revenues by jurisdiction; the Form 499 and related instructions, highlighting key compliance areas; the USF audit process and common issues; USF-related issues to consider in connection with merger & acquisitions; and USF policy updates. This session is vital for both experienced telecommunications tax personnel involved with USF regulatory compliance activities, as well as new entrants that offer telecommunications services as part of their overall service package and are new to regulatory compliance requirements.

Presented by:


Introduction and Basic Principles

“Guided Tour” of Form 499 (Form and Instructions)

USF Audit Process and Appeals

Recovery of Regulatory Fees and Certain State Taxes  

USF/Regulatory Considerations in Mergers & Acquisitions

USF Policy Updates/Contribution Reform

Federal vs. State USF Assessment Methodologies

Overview of states following non-revenue based contribution methodologies

12 - 4pm: Workshop Session

Dress is business casual.