2023 Not-for-Profit Speaker Series: Tax Considerations for Alternative Investments
Cherry Bekaert
JUNE 30, 2023
In this course, we discuss tools for determining whether the institution has alternative investments, and if so, whether such investments require additional reporting on Form 990-T or foreign disclosure forms such as 926, 8865, and 5471. We explain how to analyze a Schedule K-1 for disclosures relating to unrelated business income and indirect ownership of foreign investments.
Let's personalize your content