Let Us Focus on UBIT so You Can Focus on Success
We take “complicated” out of the UBIT equation. Whether it is learning about Unrelated Business Income Tax (UBIT) through the extensive information we provide, or having UBIT Professional handle your compliance through 990-T tax return preparations, our goal is to help you achieve success.
Real Estate IRA Investments
with Debt Financing and
Learn More About Real Estate IRA Debt-Financed Investments, including:
- Benefits/Case Studies
- How to Obtain Non-Recourse Loans
- How UBIT Professional assists with Your Real Estate IRA Investment Compliance
Tax and Financial Professionals
Work with UBIT Professional to Assist Your Clients’ UBIT Needs to Focus on Your Core Business
UBIT compliance is not a specialty for most CPAs and Financial Professionals; It’s ours, and we can help!
Instead of spending an inordinate amount of time to become an expert, let us handle your clients’ UBIT compliance through Form 990-T tax return preparation for your clients.
- Ensure Compliance for Your Clients
- Save Them Time and Money
- Focus on Your Core Business Value to Your Clients
IRA Investments in
Limited Partnerships (LPs) and
Limited Liability Companies (LLCs)
Learn Why and When UBIT Applies to IRA Investments in LLCs and LPs, and How UBIT Professional Can Assist with Compliance Needs, including:
- Obtaining Required EIN
- Form 990-T Preparation for Federal Returns and any State UBIT Returns
- Tracking Carry-Forward Net Operating Losses
- Help Americans diversify and expand their IRA investment choices to those whose success might include unrelated business income tax;
- Offer comprehensive education about UBIT for individual investors as well as investment and tax professionals;
- Take the complexity of UBIT compliance out of the equation by offering professional Form 990-T tax preparation services.
Our staff consists of trained specialists who not only understand the rules and processes surrounding UBIT, but have helped prepare thousands of 990-T fillings. We are ready to assist with your specific situation, and are eager to provide solutions for you or your business’ compliance.