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Employee Benefit Plans Conference 2019

EBP1929 - Unrelated Business Taxable Income

May 7, 2019 10:15am ‐ May 7, 2019 11:30am

Standard: $49.00


Special rules apply to unrelated business income for employee benefit plans. This session will review the rules for unrelated business income in general and those that apply to employee benefit plans in particular.

  • Determine if unrelated business income tax is applicable to a specific welfare benefit plan.
  • Analyze whether it is appropriate for your client to fund a specific welfare benefit plan and the tax implications of doing so in a tax exempt or taxable trust.
  • Calculate unrelated business income tax when a qualified retirement plan needs to pay unrelated business income tax, if applicable.


  • J. Calvin Marks, CPA, Senior Manager, Johnson Lambert LLP
  • Deb Walker, CPA, MBA, National Director, Compensation and Benefits, Cherry Bekaert LLP

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