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990-T: Recent Lessons Learned

August 9 @ 1:00 pm - 2:00 pm EDT

MossAdams CPE Webinars

Participants of the live webinar will be eligible for 1 free CPE credit.


Unrelated business income (UBI) can be challenging for organizations to identify and quantify. Join us for our webcast, 990-T: Recent Lessons Learned, for a discussion of basic UBI rules. We’ll review the common exceptions and exclusions to minimize or avoid tax, overlay the new silo rules and share lessons learned in applying these new rules.


Tracy Paglia, CPA, Partner, Moss Adams

Tracy has practiced public accounting since 1997. She has extensive experience assisting tax-exempt organizations on compliance and consulting tax issues from formation to termination, and her experience includes the redesigned Form 990, unrelated business taxable income, intermediate sanctions and compensation issues, private inurement and excess benefit transactions, charitable contribution disclosures, public disclosure requirements, application for tax-exempt status and entity formation, tax-exempt bonds, change in exempt status and the public support test, controlled organization and joint venture issues, and charitable planning options for donors.

Lauren Haverlock, CPA, Partner, Moss Adams

Lauren has practiced public accounting since 2004. She provides compliance and consulting services for all types of exempt organizations, including public charities in the health care and higher education industries. Lauren consults on a wide range of issues including public support planning, reasonable compensation best practices, tax impact of alternative investments, lobbying and political activities, unrelated business income tax planning, foreign activities, charity watchdog optimization, and tax-exempt bond compliance.

CPE Information

Taxes: 1

After completing this training, participants will be able to; identify potential sources of unrelated business income (UBI) and discuss the 3-prong test; define exceptions and exclusions available; and identify separate trades or businesses and apply the new silo rules to example scenarios.


For more information about administrative policies regarding CPE, refunds or complaints, please contact Lauren Feeney at (206) 302-6406 or send them an email.

Moss Adams is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State Boards of Accountancy have the final authority on the acceptance of individual course for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

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