Web Seminar Series: Proactive Planning in Preparation for 2013: The 3.8% Medicare Surtax and Its Impact on Trusts & Estates
Date: August 15, 2012 - 1 pm ET
Duration: 1 and a quarter hour
Speakers: Robert Keebler and Jeremiah Doyle
The Supreme Court upheld the proposed tax increases that were part of the Patient Protection and Affordable Care Act (as amended by the Health Care and Education Reconciliation Act of 2010). While certain elements of the legislation have already begun to take effect, some won’t begin until January 1, 2013. Now is the time for CPA financial planners to assist their clients in planning for the 3.8% Medicare surtax and its impact on trusts and estates.
Bob Keebler and Jeremiah Doyle led practitioners through a discussion on the new tax and estate and trust income, avoiding gains on funding, the timing of distributions, proper investments to avoid the surtax and more.
Webinar Presentation Recording (not yet available) | Presentation Materials | Supplemental Materials