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Proposed Endowment Tax for Higher Education

Read on for guidance and insights on the recently proposed tax reform, what the endowment tax is, how an increase could impact universities and what the investment considerations are.

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Historically, non-profit organizations (501(c)(3) organization), including universities, have been exempt from federal income tax, which includes investment income generated by their endowments. Read on for guidance and insights on the recently proposed tax reform, what the endowment tax is, how an increase could impact universities and what the investment considerations are.