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Unrelated Business Income: What Grantmakers Need to Know

When: 
Tuesday, December 2, 2014
12:00pm - 2:00pm PST
Where: 
Moss Adams LLP
10960 Wilshire Boulevard, Suite 1100, Los Angeles, CA 90024
Fee: 
Members: $0.00
Non-Members: $100.00
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Nonprofit organizations, knowingly or not, often generate unrelated business income (known as UBI) that provides vital support for mission activities.  

Please join us for a special program hosted and sponsored by Moss Adams LLP, where we will walk through what grantmakers need to know about UBI and the common sources of it for grantmakers.  

Moss Adams LLP Partner Tracy Paglia will lead the session, going beyond the basics to talk about exceptions, exclusions, and what the organization can do to minimize the tax paid from this income.

Participants will learn several key concepts about UBIs:

The three factors required for an activity to be considered unrelated

  • Important exceptions to and exclusions from UBI treatment
  • What organizations can do to avoid UBI treatment through planning and structure
  • Other concerns to think about when considering an unrelated activity, such as state tax implications, the effect to the organization’s exempt status, and property tax exclusions.

Lunch will be provided. We hope you can join us for this informative program sponsored by:

 

 

 

 


Who May Participate:
Current SCG members and grantmakers eligible for SCG membership.

Registration:
SCG members: register online. (You must log in to your SCG account to register online.)

Eligible Non-members: If you already have an SCG account, log in to register. If you do not have an account yet, contact us [email protected].

Fees: 
SCG members: free
Eligible non-members: $100 per session.

 

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