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  • UBIT Information
    • UBIT Explained: An Overview
      • What Is UBIT?
      • When Does UBIT Occur?
      • Why Do I Have to File in an IRA
      • Isn’t UBIT a Double Taxation?
      • Why You Should be Glad to File
      • Turning a Net Operating Loss into a Gain
      • What Tax Schedule to Follow?
      • Understanding the Process
      • FAQs
    • Real Estate IRAs and UBIT
      • Your Real Estate IRA Investment Options
      • Why Debt Financing with a Real Estate IRA Investment Can be Beneficial
      • Obtaining Non-Recourse Loans and Finding Non-Recourse Lenders
      • Real Estate Frequently Asked Questions
        • What Allocation of Income is Subject to UBIT?
        • How does Flipping or Wholesaling Real Estate Relate to UBIT?
    • Entities and UBIT
      • Why Does my IRA Have to Pay Taxes when Investing in a LP or LLC?
      • When Does my IRA Have to Pay UBIT When Investing in a LP or LLC?
    • Financial Advisor/CPA Overview
      • Calculating, Filing and Paying UBIT
      • UBIT at the State Level
      • UBIT and Multiple IRAs
  • 990-T Filing Solutions
  • About Us
  • Testimonials
  • Resources
  • Contact Us
UBIT Professional
  • Home
  • UBIT Information
    • UBIT Explained: An Overview
      • What Is UBIT?
      • When Does UBIT Occur?
      • Why Do I Have to File in an IRA
      • Isn’t UBIT a Double Taxation?
      • Why You Should be Glad to File
      • Turning a Net Operating Loss into a Gain
      • What Tax Schedule to Follow?
      • Understanding the Process
      • FAQs
    • Real Estate IRAs and UBIT
      • Your Real Estate IRA Investment Options
      • Why Debt Financing with a Real Estate IRA Investment Can be Beneficial
      • Obtaining Non-Recourse Loans and Finding Non-Recourse Lenders
      • Real Estate Frequently Asked Questions
        • What Allocation of Income is Subject to UBIT?
        • How does Flipping or Wholesaling Real Estate Relate to UBIT?
    • Entities and UBIT
      • Why Does my IRA Have to Pay Taxes when Investing in a LP or LLC?
      • When Does my IRA Have to Pay UBIT When Investing in a LP or LLC?
    • Financial Advisor/CPA Overview
      • Calculating, Filing and Paying UBIT
      • UBIT at the State Level
      • UBIT and Multiple IRAs
  • 990-T Filing Solutions
  • About Us
  • Testimonials
  • Resources
  • Contact Us
  • Are Your IRA or Your Clients' IRA
    Investments Subject to Tax?
    Find Out with a Free 4 Minute UBIT Diagnostic Tool
    Contact Us

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
Non-Recourse Loans

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
Learn More

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
Learn More

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
Learn More
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UBIT Professional Services
UBIT Professional specializes in Unrelated Business Income Tax and Form 990-T preparation. Quite simply, our sole focus and specialty is to provide solutions for UBIT compliance through federal and state tax preparation services.

Our Mission:

  • 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.

Learn more about UBIT Professional.

UBIT Professional LLC specializes in Unrelated Business Income Tax and Form 990-T preparation. UBIT Professional LLC is an affiliate of Equity Trust Company, a passive custodian specializing in the custody of alternative investment IRAs. Any information communicated by UBIT Professional LLC or Equity Trust Company should not be construed as tax, legal or investment advice. Equity Trust Company, UBIT Professional LLC, and all their affiliates, representatives and officers do not provide investment, legal or tax advice. Whenever making a financial decision, please consult with your tax attorney, financial or accounting professional.

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