You and your clients should be planning now to…
Avoid the 3.8% Health Care Surtax!
You may have put off learning the “ins and outs” of this new Surtax because the Supreme Court hadn’t decided on its constitutionality or because it won’t go into effect until January 1st of next year anyway.
Well, as you probably have heard by now, the “Supremes” have approved President Obama’s Affordable Care Act - - and what client planning you do (or fail to do) between now and January can have a big impact on your clients!
Whether you’re a CPA, financial advisor or an estate planning attorney, you need to know:
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How does the 3.8% Investment Surtax work?
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What is “net investment income”?
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What is “modified adjusted gross income” (MAGI)?
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What are the threshold amounts?
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What are the best strategies to reduce net investment income?
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What are the best strategies to reduce MAGI?
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How will life insurance play an expanded role in income tax planning?
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Will tax-exempt bonds continue to make sense?
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How will tax-deferred annuities work under the Surtax?
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Why Roth conversions will be an even more powerful strategy!
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And much more!
Join us and nationally renowned CPA and tax authority, Robert S. Keebler for 60-minute program entitled “The Impact of the 3.8% Health Care Surtax on Individuals”. This program is about the specific effects of the Health Care Surtax on individuals and is different from the program entitled, “The Impact of the 3.8% Health Care Surtax on Trusts & Estates”.
PROGRAM DETAILS:
Title: The 3.8% Health Care Surtax and Its Impact on Individuals
Duration: 60 minutes
Cost: $129 for Immediate Download / $179 for Printed Materials & CD
Speaker: Robert S. Keebler, CPA, MST, AEP
Purchase Includes: Handout Materials and 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. |