Compliance and Planning Issues with the 3.8% Medicare Surtax Webinar - Jan. 17, 2013 


    Compliance and Planning Issues with the 3.8% Medicare Surtax  
    Date: January 17, 1-2:45p.m. ET
    Speakers: Bob Keebler, David Kirk (IRS attorney/author of the regulations), Adrienne Mikolashek (IRS attorney)

    The new 3.8% Medicare surtax now (2013) applies. IRS and Treasury has issued over 150 pages of regulations on the new law. In this web seminar, leading experts Bob Keebler, David Kirk (IRS attorney/author of the regulations), and Adrienne Mikolashek (IRS attorney) discussed:
    - what CPA tax practitioners and financial planners should do for planning and compliance
    - the rules and impact on clients including estates and trusts
    - how the passive loss rules apply
    - the new guidance and issues to be aware of regarding the surtax
    - the calculation of net investment income
    - special computational rules for charitable remainder trusts and charitable lead trusts
    - advanced planning ideas

    Tax section members and PFP section members (inclusive of PFS credential holders) may attend this seminar for free without receiving CPE credit.

    Webinar Presentation RecordingPresentation Materials




    A A A


     
    Copyright © 2006-2014 American Institute of CPAs.