Exempt organizations are increasingly diversifying their revenue sources in order to combat reduced charitable giving due to economic downturns and now the impact of tax reform. However, they must consider modifications and exclusions that determine whether revenue is treated as taxable unrelated business income (“UBTI”). Through proper planning, exempt organizations may be able to anticipate and mitigate the impact of UBTI on their bottom line and exempt status. In this session, we will review the basic concepts, discuss common opportunities to structure transactions to have more favorable tax treatment, and explore the changes to UBTI brought about by recent tax reform.
Participants will be able to:
Amanda Adams | Managing Director, Tax Services | Cherry Bekaert LLP
Melisa Galasso | Director, Audit Professional Practices | Cherry Bekaert LLP
Rachel Gibbons | Manager, Specialty Tax Services | Cherry Bekaert LLP
1 Hour of CPE* at no charge!
There is no fee for this event. Register now!
Who Should Attend
This webinar is for those involved in financial reporting and taxes for not for profit entities and those charged with governance.
For More Information
Please contact Chrissie Seredni at firstname.lastname@example.org for questions concerning registration.
For all other questions, please contact Aimee Rice at email@example.com.
Join the event conversation by using #CBEngage!
*Cherry Bekaert is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website. | www.learningmarket.org
Cherry Bekaert Continuing Professional Education: Statement of Administrative Policies
Complaint Resolution Policy
Cherry Bekaert will make every effort to provide the best training courses possible. In the event participants are not completely satisfied with the training course and wish to file a complaint, please contact Karen McManus at firstname.lastname@example.org or 804.673.5748 within 10 business days of the event. Information about the course such as date, location, instructor and nature of complaint must be provided. Complaints may also be made in writing to: Cherry Bekaert LLP, 200 South 10th Street, Suite 900, Richmond, VA 23219, ATTN: Karen McManus
Record Retention Policy
Cherry Bekaert will retain all Continuing Professional Education (CPE) documents for five years from training course date. These records will include:
Refund and Cancellation Policy
Cherry Bekaert reserves the right to cancel or reschedule any training courses up to 10 business days prior to the date of the event. Full refunds will be provided to registered course participants if the course is cancelled or if participants are unable to attend the rescheduled event.
Participants who must to cancel their course registration 10 or more business days in advance of the event must contact Karen McManus to receive a full refund of all fees paid. Participants who must cancel their registration within 10 business days of the event, will not receive a refund.