April 1, 2021 | 2:00 pm - 3:15 pm ET | Complimentary
UBI From Partnerships: A Workshop
Exempt organizations and benefit plans are increasingly turning to alternative investments as part of their overall investment strategy. But these investments present an often-overlooked source of unrelated business income, potentially creating a tax liability where you least expect it. Take a deep dive into identifying UBI from alternative investments, walk through the tax calculation, and explore one of the biggest compliance risk areas for tax exempt organizations holding alternative investments: foreign reporting.
Meet
Our Panel
Andrea Wright
CPA, MBA
Partner, Johnson Lambert
J. Calvin Marks
CPA, EA
Senior Manager, Johnson Lambert