After the FINAL IRS Regs…
How Do You Advise Clients on
The 3.8% “Net Investment Income Tax”?
(Not only individual clients, but trusts, estates, and
closely held business entities too!)
If you have clients (or prospective clients) with sizeable income from interest, dividends, rents, capital gains or royalties, you can become a “hero” and their most talked-about advisor - - if you can help them avoid the Affordable Health Care Act 3.8% Net Investment Income Tax that kicked in this year.
But it’s not as simple as it seems. And even though the IRS has now finally issued its Final Regulations, it appears that this new tax is far more complex than originally thought.
Join us and nationally renowned tax expert, Robert Keebler, CPA, MST, AEP for a very special and timely 90-minute program entitled “Understanding the 3.8% Net Investment Income Tax and Its Effect on Individuals, Trusts & Estates, and Closely Held Entities - - After the Final Regs”.
You need to know:
- How do you compute this §1411 Net Investment Income Tax?
- What is its application to C-Corps, S-Corps and Sub-K Partnerships?
- What is its application to Rental Income?
- What is its application to Trusts and Estates?
- What strategies can you use to reduce or eliminate the Net Investment Income Tax?
- How do the Final Regs differ from the Proposed Regs?
- What issues are still pending guidance (and what to tell clients)?