You better know how...
The 3.8% Health Care Surtax
Impacts Trusts & Estates
Now that the Supreme Court has approved President Obama’s Affordable Care Act, its overlooked income tax provisions will soon go into effect this coming January.
You may be aware of the 3.8% “Surtax” on individuals, but do you know about the Surtax on trusts and estates - - and how that will affect your planning advice? (Not just the advice you give after January 1st, but the advice you’re giving right now!)
Whether you’re an estate planning attorney, CPA or financial advisor, you need to know:
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How the new tax against trust and estate income works
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How to avoid taxable gains on testamentary trust funding
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Why the timing of trust and estate distributions is so critical
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The proper investments to avoid the Surtax
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When it’s best to realize gains and losses
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Why there is an increased need for standalone trusts for non-Surtax property
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How to select the proper year-end for trusts and estates
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And much, much more!
Join us and nationally renowned CPA and tax authority, Robert S. Keebler for a special, timely 60-minute program entitled “The Impact of the 3.8% Health Care Surtax on Trusts & Estates”. This program is about the specific effects of the Health Care Surtax on trusts and estates and is different from the program entitled, “The Impact of the 3.8% Health Care Surtax on Individuals”.
PROGRAM DETAILS:
Title: The 3.8% Health Care Surtax and Its Impact on Trusts and Estates
Duration: 60 minutes
Cost: $129 for Immediate Download / $179 for Printed Materials & CD
Speaker: Robert S. Keebler, CPA, MST, AEP
Purchase Includes: Handout Materials & Audio Recording
Frequently Asked Questions
HOW TO PURCHASE:
Online: Purchase online - - it's fast, safe and convenient! Choose one of the options below.
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IMMEDIATE DOWNLOAD
Includes: PDF Handout Materials & MP3 Audio Recording
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$129
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PRINTED MATERIALS & DISC
Includes: Printed Handout Materials and CD-ROM containing PDF version of handout materials and audio recording
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$179 + S&H
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By Phone: Call us at 1-866-754-6477
*IMPORTANT NOTICE REGARDING CE CREDIT: The Ultimate Estate Planner, Inc., Philip J. Kavesh, Robert S. Keebler and Keebler & Associates, LLP are not approved Continuing Education Sponsors. However, several states and regulatory agencies for a variety of professionals that participate on our teleconferences may still receive continuing education credit for their participation. If a participant wishes to receive CE credit for their participation on these teleconferences, they must apply to receive credit on their own and through their individual states and regulatory authorities. A Certificate of Completion will be provided to all of those in attendance. It is the responsibility of the participant to file for CE credit and is not guaranteed by The Ultimate Estate Planner, Inc., Philip J. Kavesh, Robert S. Keebler and Keebler & Associates, LLP. |