Proactive Year-End Financial and Tax Planning Series: Investment Tax Planning – Creating Tax Alpha

Originally aired 11/12/13

Seminar recording | Presentation materials

The American Taxpayer Relief Act (ATRA) added the first major changes to the U.S. Tax Code in over a decade. These new tax laws, already in effect, significantly impact the proper advice that CPA financial planners are giving their prospects and clients. In this webcast, Robert Keebler and Scott Sprinkle will lead practitioners through a discussion on: 

  • The changes to taxation of ordinary income, capital gains, and dividend income
  • How all these types of income can result in phaseout of personal exemptions and itemized deductions
  • Net Investment Income Tax (NIIT)
  • Strategies for managing investment portfolios, income and taxes in this new environment