Basics of Unrelated Business Income | Thompson grants

Basics of Unrelated Business Income

Webinar • Tuesday, September 27, 2022 • 2:00-3:30 p.m. ET | Qualifies for 1.5 CAE Credit 

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Unrelated Business Income (UBI) can create an unexpected federal tax liability. It can add on state filing requirements. It can even threaten an organization’s tax-exempt status.

But how do you recognize UBI? How do you know when exceptions and exclusions apply? When do you need to “silo” activities? And what’s the definition of “not substantially related to the exempt purpose?”

The webinar covers the UBI basics to help you steer your organization safely around problems.

Register now for Basics of Unrelated Business Income.

In this 90-minute webinar, David Trimner, CPA unrelated business income is —and how to keep it from jeopardizing your organization’s tax exempt status.

Avoid unexpected tax liability.  Through real-world examples, you’ll learn how to recognize and manage potential UBI, including the requirements to “silo” different activities. Plus, you’ll have the chance to ask your own questions during the Q&A portion of the webinar.

Reserve your space now for expert guidance on the history of UBI and how to recognize when an activity is unrelated to your organization’s mission, including:

  • When an activity is a trade or business
  • When an activity is “regularly carried on”
  • Various exclusions and exemptions

You’ll leave this webinar ready to identify potential UBI before it occurs and creates major tax issues for your organization.

Register now for Basics of Unrelated Business Income.

Meet Your Webinar Leaders

David Trimner, CPA has more than 20 years of experience in nonprofit tax consulting. As managing partner with TrimnerBeckham, David works with growing and established public charities, private foundations, trade associations, healthcare organizations, and higher education institutions. Devoted to thorough comprehension of the rules and regulations critical to charitable and tax-exempt entities, David helps enhance an organization’s image with contributors, the media, and the general public. His areas of concentration also include unrelated business income, intermediate sanctions, obtaining and maintaining exempt status, executive compensation & benefits disclosures, IRS examinations, and state solicitation registrations.

Who Should Attend

This webinar is of value to finance teams for federal grant recipients. 

CAE Credits: All live webinar attendees are eligible for 1.5 CAE credit hours. Association TRENDS is a CAE Approved Provider. Our programs meet the requirements for fulfilling the professional development requirements to earn or maintain the Certified Association Executive credential. We will maintain records of your participation in accord with CAE policies. For more information about the CAE credential or Approved Provider program, please visit www.whatiscae.org

Have a question? Vist our FAQ page here

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