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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

Andrea Wright

CPA, MBA

Partner, Johnson Lambert

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J. Calvin Marks

CPA, EA

J. Calvin Marks

CPA, EA

Senior Manager, Johnson Lambert