Home » Agenda » EBP1929. Unrelated Business Taxable Income
EBP1929. Unrelated Business Taxable Income
Plan Design & Tax Compliance
Field of Study:
Basic knowledge of qualified retirement/ERISA plans. General employee benefit plan experience.
Tuesday, May 7, 2019
Special rules apply to unrelated business income for employee benefit plans. This session will review the rules for unrelated business income in general and those that apply to employee benefit plans in particular.
Determine if unrelated business income tax is applicable to a specific welfare benefit plan
Analyze whether it is appropriate for your client to fund a specific welfare benefit plan and the tax implications of doing so in a tax exempt or taxable trust
Calculate unrelated business income tax when a qualified retirement plan needs to pay unrelated business income tax, if applicable
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