CalCPA Unrelated Business Income Tax, Investments Webcast

Richard Ruvelson, Tax Principal and Lizbeth Nevarez, Tax Manager, are presenting on Unrelated Business Income, Investments Webcast at CalCPA.

This course will provide understanding of the unrelated business income tax (UBIT) on income earned from both operating businesses and investment activities. You will learn tips for clients with the structuring of revenue generating activities with respect to both entity and relationship to mission. For investment activities you will learn about debt financed income, internal and external; as well as exclusions and exceptions, and entity issues. We will also discuss the expense allocation, permissible deductions, tips to prepare Form 990-T and other issues.

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