Unrelated Business Income Tax (UBIT) Case Studies: Not-for-Profit Tax Compliance

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  • Location
    • Your Space
      Your Space
      Self Study - AICPA, ID 00000
  • Credits
    • 2.00
  • Credit Type(s)
    • Taxes (Technical) (2.00)
  • Prerequisites
    • Experience working in or with the not-for profit industry

  • Vendor
    • AICPA
  • Level
    • Intermediate
  • Fields of Study
    • Taxes
  • Message
    • When & Where You Want

Description

In this CPE course, you will get an understanding of what constitutes unrelated business income. Consider real-world examples and examine tax court findings and IRS rulings to learn how to deal with some common UBI-generating activities.

Objectives

  • Recognize typical unrelated business activities conducted by exempt organizations
  • Differentiate between the more common unrelated business income (UBI) exclusions and exceptions and determine when they are most likely to apply based on a fact pattern
  • Recognize steps to prepare IRS Form 990-T Exempt Organization Business Income Tax Return
  • Analyze a scenario and calculate UBI

Highlights

  • Overview of unrelated business income
  • Commerciality doctrine
  • Exclusions and exceptions
  • Activities that result in tax liability
  • IRS audit activity
  • Completion of IRS Form 990-T Exempt Organization Business Income Tax Return

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