Unrelated Business Income Tax

Find out how Unrelated Business Income Tax (UBIT) can apply to a retirement account’s activity. Many think UBIT is a penalty for retirement accounts and HSAs, but it is really just a “cost of doing business” associated with certain investments.  

This program, led by attorney Brad Burnett and Bill Humphrey, addresses these and other pressing issues related to UBIT.  Join them as they define when UBIT applies, how to estimate cost, and strategies to avoid it altogether.

Learning Objectives:

I.      Understand the circumstances that generate UDFI and UBTI in a retirement account

II.     Analyze how UBIT is calculated

III.    Know how to avoid UBIT

IV.   Comprehend strategies that can affect the amount of UBIT due