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Employee Benefit Plans Conference 2020


EBP2074 - How the Experts Identify Unrelated Business Taxable Income


May 6, 2020 9:45am ‐ May 6, 2020 11:00am

Description

The tax on unrelated business income (UBI) presents unique challenges for exempt organizations and especially for employee benefit plans. This session will explore the rules for UBI in general, with a special emphasis on those that apply to employee benefit plans.

Learning Objectives:
  • Understand the background and framework of the tax on unrelated business income
  • Understand which elements of your investment portfolio may generate UBI.
  • Analyze the UBI implications of funding an employee benefit plan
  • Calculate the tax liability for an employee benefit plan or other exempt organization with UBI.

Speaker(s):

Category: Concurrent Session Onsite and Online

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