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Albuquerque Chapter of Credit Unions

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One Hour QuickBite Teleconference

UBIT Issues

March 17, 2010

10:00 a.m. to 11:00 a.m. CST

$99.00 per telephone line

 This session will cover the most recent UBIT issues impacting credit unions.  Topics covered will include a discussion on how recent litigation matters will impact your reporting requirements, IRS audit update, best practice advice regarding the Form 990 information reporting and revisions to the 2009 form. Additionally, it will cover items that have been receiving increased scrutiny by IRS and state taxing jurisdictions.  Examples include volunteer and employee taxable fringe benefits, lobbying and political involvement, and sales and use tax.  

Speaker: Kevin Fincher is a Tax Partner in Clifton Gunderson LLP’s Phoenix office. Kevin has more than twelve years of experience in public accounting, dealing with a wide range of tax and industry topics, including financial institutions. He has worked closely with many credit unions and credit union leagues across the country throughout his career.

Kevin’s credit union expertise focuses on unrelated business income tax (UBIT), cost allocations, IRS procedures and practices, and compliance with changing information reporting requirements. Additionally, Kevin has experience in sales and use tax and employment related tax issues. He has successfully defended credit unions before the IRS on each of the aforementioned issues.

Kevin is a Certified Public Accountant and is licensed in Arizona and New Mexico. He is currently a member of American Institute of Certified Public Accountants, the Arizona Society of Certified Public Accountants and the New Mexico Society of Certified Public Accountants. 

What You Get For Your Investment:

• 1 hour training session via teleconference that provides a convenient way to train staff.

• No travel expenses or time away from the office which means you save money in your training budget.

Get Connected: It’s as easy as 1 - 2 - 3!
It’s easy and very convenient for you to participate. Here’s how it works…

1. Fill out the information below and submit registration.

2. Prior to the teleconference, you will receive telephone dial-in procedures and PIN number along with handout materials.

3. On the day of the conference gather all the attendees for a mid-morning QuickBite by placing your telephone on speakerphone, distribute copies of the handout material, and enjoy this educational snack!  Questions are welcomed and encouraged!

Cancellation/Payment Policy: Substitutions are always welcome. No-shows and cancellations received five days or less prior to the event will be invoiced for the full registration fee. Please do not send payment; your credit union will be billed. Password information and materials will be e-mailed 48 hours prior to the session.