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EBP1929
Unrelated Business Taxable Income
Date
May 7, 2019
$49
Standard Price
This product is also available as part of the following products:
This includes sessions from the conference: Employee Benefit Plans Conference 2019
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.
Speakers
J. Calvin Marks, CPA
Principal, Johnson Lambert LLP
National Director, Compensation and Benefits, Cherry Bekaert LLP
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