How Alternative Investments Affect Tax-Exempt Organizations

How Alternative Investments Affect Tax-Exempt Organizations

Publication date: 
09/2024

As non-profit organizations turn to alternative investments to diversify their portfolios and potentially increase their values, their leaders should know about the fiduciary, tax, and regulatory implications of making such investments. The webinar would give an overview of what alternative investments are; what the benefits and risks of alternative investments are; the questions you should ask your investment advisor before making such investments; the tax implications of making alternative investments, including possible unrelated business taxable income and the effect on the excise tax...

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