Alternative Investment Bootcamp: Federal Issues for Tax-Exempt Organizations Part 1


Back by popular demand, part one of this two-part webinar series will address tax compliance issues related to alternative investments at the federal level and will focus on taxable income and federal unrelated business income considerations for tax-exempt organizations. This session will also explore issues related to investments in publicly traded partnerships and provide guidance for planning considerations due to tax reform.

As a result of participating in this session, you should be able to:

  • Discuss tax reporting requirements and challenges related to alternative investments from a federal perspective
  • Identify best-practice approaches to processes, facilitate compliance, and reduce time and costs for alternative investments
  • Describe how alternative investments affect your tax exempt organization's day-to-day bookkeeping and recordkeeping requirements
  • Apply tax reform provisions related to alternative investments
Download presentation slides