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UBTI in Charitable Gift Planning

Orlando, FL
October 14, 2010

David Wheeler Newman is among the industry experts presenting at the National Conference on Philanthropic Planning. David's presentation, "UBTI in Charitable Gift Planning," will provide an overview of the unrelated business taxable income (UBTI) rules that charitable organizations must adhere to, and use case studies to illustrate typical charitable gift planning situations in which UBTI issues may arise.

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