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W436: Understanding Unrelated Business Income

December 5, 2023 @ 1:00 pm - 2:00 pm EST


Many tax-exempt organizations are surprised to learn that they may have a tax liability due to certain business activities. This session will provide a survey-level view of the tax on unrelated business income (UBI), and how it relates to tax exempt organizations. We will explore the legislative, judicial, and regulatory history of UBI to develop a better understanding of how UBI fits into the tax-exempt sector, and in the process explore strategies to reduce the tax impact to your organization. Soon!



  • – Understand the conceptual history of the tax on unrelated business income
  • – Learn about the various types of UBI, and how to identify potential sources of UBI in your organization
  • – Discover strategies to accurately report UBI in order to most effectively utilize your organization’s resources

To Watch this Webinar on the Media Library CLICK HERE!

Level Intermediate
NASBA (Field of Study) Taxes
CAE (Subject Domain) Organizational Strategy
Prerequisites and advance preparation needed 1 years operations experience. No advance preparation required
Reviewer Wade Tetsuka, CPA
CPE/CAE Credits 1.0
Cost Free
Delivery Group Internet Based

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J. Calvin Marks, CPA
Tax Manager, Johnson Lambert LLP
Calvin is a Tax Manager at Johnson Lambert LLP with 15 years’ experence, and leads the firm’s Nonprofit Tax & Compliance practice. He serves tax-exempt…
Andrew Hassler
Senior Tax Associate, Johnson Lambert LLP
I am a CPA with a broad experience base in public accounting and multiple industries. A hardworking family man with a passion for learning, who…