Compliance and Planning Issues with the 3.8% Medicare Surtax

originally aired January 17, 2013

Seminar recording | Presentation materials

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 and David Kirk will discuss:

  • 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