Proactive Year-End Planning: Impact of ATRA and Net Investment Income Tax in Plain English 

Originally aired 10/22/13 

Seminar recording | Presentation materials

October 21-27 is National Estate Planning Awareness Week and right now is the opportune time to work with your CPA financial planner to address year-end planning strategies and discuss the impact of the American Taxpayer Relief Act (ATRA) and the Net Investment Income Tax (NIIT). ATRA and NIIT have added more complexity to financial planning, and CPA financial planners are positioned to help you navigate through five layers (regular tax, AMT, NIIT, itemized deduction phase-outs, and increased 39.6% tax bracket) in order to gain a clear picture of your personal financial situation. In this plain English webcast, leading practitioners, Karen Goodfriend, Ted Sarenski, and Scott Sprinkle, will walk you through important considerations, including:

  • An overview of ATRA and NIIT and the impact of these changes to your estate, taxes, and personal financial plans
  • Actionable strategies to discuss with your CPA financial planner now to implement before December 31


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