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Tools and Aids

Tools and Aids 

This page contains tools, checklists, articles, and other information related to trust, estate and gift tax.

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Estate and Trust Impact of 3.8% Medicare Surtax

Article The Patient Protection and Affordable Care Act (P.L.111–148), (as amended by the Health Care and Education Reconciliation Act of 2010 (Pub.L. 111-152), contains a 3.8% Medicare surtax, that will impact estate and trusts, starting in 2013.
Published on June 13, 2013

Webinar Library Estate Tax Issues

Webcast A summary of recent web events related to estate tax issues, including companion materials.
Published on June 11, 2013

Medicare Surtax and Its Impact on Trusts and Estates

Webcast This is the 6/12/13 AICPA webinar on the new Medicare surtax impact on trusts and estates.
Published on June 11, 2013

Protecting You and Your Loved Ones Estate Planning for Consumers - October 18, 2011 AICPA Webinar

Webcast This is the 10/18/11 AICPA webinar on estate planning for consumers.
Published on June 11, 2013

Section 643 Regulations on Definition of Trust Accounting Income

Article An analysis on the revised regulations defining trust accounting income for tax years ending after January 2, 2004, and examines how they affect the computation of fiduciary accounting income and distributable net income.
Published on June 10, 2013

Steps to Take During the Lame Duck Session Webinar - November 2012

Webcast Proactive Planning in Preparation for 2013: Steps to Take during the Lame Duck Session - Four estate and financial planners will cover important planning strategies to implement in the remaining 6 weeks after the election.  Hear how leading practitioners are advising their clients for the remainder of the year given
Published on June 10, 2013

Series Proactive Planning in Preparation for 2013

Presentation Find out proactive tax planning for 2013 and how CPA Financial Planners Can Advise Their Clients Post-Election.  This powerpoint presentation highlights steps to take during the lameduck session.
Published on May 14, 2013

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

Webcast This is the information on the 1/17/13 AICPA webinar on the 3.8 percent Medicare surtax compliance and planning issues.
Published on May 07, 2013

Fiscal Cliff Settlement What CPAs Need to Know to Advise Individual Clients Webinar - Jan. 9 , 2013

Webcast This is the 1/9/13 AICPA webinar on the fiscal cliff and individual and estate planning.
Published on May 07, 2013

Presenation of AICPA Webinar on Top 10 Estate Planning Techniques - May 6, 2013

Presentation This is the Powerpoint Presentation of the 5/6/13 AICPA webinar on top 10 estate planning techniques.
Published on May 07, 2013

Presentation of AICPA Webinar on Proactive Planning after ATRA - Individuals - May 2, 2013

Presentation This is the Powerpoint Presentation of the 5/2/2013 AICPA webinar on proactive planning after ATRA 2012 for individuals.
Published on May 07, 2013

AICPA Webinar on Proactive Planning after ATRA 2012 - Individuals

Webcast This is the archive of the 5/2/2013 AICPA webinar on proactive planning after ATRA for individuals.
Published on May 07, 2013

Presentation of AICPA Webinar on Fiscal Cliff and Estate Planning - January 9, 2013

Presentation This is the Powerpoint Presentation to the 1/9/13 AICPA webinar on the fiscal cliff and estate planning.
Published on May 07, 2013

Presentation of AICPA Webinar on Taking Charge of Your Financial Planning - Jan. 4, 2013

Presentation This is the Powerpoint Presentation to the 1/4/13 AICPA webinar on taking charge of your financial planning.
Published on May 07, 2013

Presentation of AICPA Webinar on Medicare Surtax - January 17, 2013

Presentation This is the Powerpoint Presentation to the 1/17/13 AICPA webinar on the new Medicare Surtax and estates and trusts.
Published on May 07, 2013

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