Transfer Pricing Issues for Tax-Exempt Organizations

Date:  Wednesday, December 5, 2012
Time:  10 - 11 a.m. Central time
CPE Credit:  One Credit Hour (Tax)
Presenters:  Will James

Will James


International Tax Services

Manufacturing & Distribution

One Metropolitan Square
211 N. Broadway, Suite 600
St. Louis, MO 63102-2733

St. Louis

 & Mike Engle

Mike Engle



Health Care
Not-for-Profit & Government

1201 Walnut Street, Suite 1700
Kansas City, MO 64106-2246

Kansas City

This program will outline how tax-exempt organizations and their related taxable entities may be subject to adherence of the transfer pricing rules, which require them to deal with each other at arm’s length and have proper documentation to support their dealings with each other. The IRS is stepping up enforcement to ensure tax-exempt organizations are complying with transfer pricing rules, so organizations without proper documentation face the risk of adjustments, penalties and loss of tax-exempt status. This webinar also will demonstrate how tax-exempt organizations can allocate their income and expenses between exempt and non-exempt activities, i.e., unrelated business income.

Learning Objectives

Upon completion of this webinar, participants will be able to:

  • Recognize basic transfer pricing rules
  • Demonstrate compliance with IRS guidelines
  • Identify unrelated business income resulting from non-exempt activities


CPE Information

Audience: CFOs, controllers and tax personnel at not-for-profit entities

Program Level:  Basic
Delivery Method:  Group Internet-Based
Advance Preparation:  None
Prerequisites:  None
Refund Policy:  There is no fee associated with this webinar.

Contact Information
If you have concerns or would like information regarding program cancellation policies or CPE credit, contact us at training@bkd.com, at 800.472.2745 or visit BKD’s FAQs.


BKD, LLP 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 final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.learningmarket.org.

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