Navigate the complexities of UBIT and UDFI with ease. This session explains:

  • How self-directed accounts can borrow money from banks and others
  • Understanding UBIT and UDFI
  • Determining who pays and how much
  • Exploring legal UBIT blockers
  • When UDFI applies
  • Why UBIT and UDFI are not deal breakers for the wealthy
  • Plans subject to these taxes