How Do You Advise Trustees, Real Estate Investors and Closely Held Businesses on
The 3.8% “Net Investment Income Tax” Now?
If you have clients (or prospective clients) with sizeable income from rents, capital gains, interest, dividends, or royalties, you can become a “hero” and their most talked-about advisor - - if you can help them avoid or reduce the Affordable Health Care Act 3.8% “Net Investment Income Tax” (NIIT) that kicked in this past year.
But it’s not as simple as it seems. Although the IRS has now issued “guidance” in the form of Final Regulations, it appears this new NIIT is far more complex than originally thought.
Whether you’re a CPA preparing tax returns for 2013, or an estate planning attorney, financial advisor or other professional doing client planning for 2014, join us and nationally renowned tax expert, Robert Keebler, CPA, MST, AEP, for a very special and timely 90-minute teleconference entitled “Understanding the 3.8% Net Investment Income Tax and Its Effect on Trusts, Estates, Real Estate Investors and Closely Held Businesses - - After the Final Regs”.
You need to know:
- How do you compute this §1411 “Surtax” on Net Investment Income?
- What is its application to C-Corps, S-Corps and Sub-K Partnerships?
- Will you avoid the tax with a reorganization?
- What is its application to Rental Income?
- Is there a distinction between a “passive” and “active” rental income?
- What is its application to Trusts and Estates?
- How does it interfere with “DNI”?
- What strategies can you use to reduce or eliminate the NIIT?
- Program Title: Understanding the 3.8% Net Investment Income Tax and Its Effect on Trusts, Estates, Real Estate Investors and..
- Speaker: Robert S. Keebler
- Duration: 90 minutes
Purchase
Includes: Immediately downloadable handout materials and MP3 audio recording. SKU RSK021314ODSP
Includes: Printed Handout Materials, CD-ROM(s) with PDF handouts and audio recording. SKU RSK021314ODPP
+S&H
ABOUT THE SPEAKER
Robert S. Keebler
CPA/PFS, MST, AEP (Distinguished)
Robert S. Keebler, CPA/PFS, MST, AEP (Distinguished) is a partner with Keebler & Associates, LLP and is a 2007 recipient of the prestigious Accredited Estate Planners (Distinguished) award from the National Association of Estate Planners & Councils. He has been named by CPA Magazine as one of the Top 100 Most Influential Practitioners in the United States and one of the Top 40 Tax Advisors to Know During a Recession. His practice includes family wealth transfer and preservation planning, charitable giving, retirement distribution planning, and estate administration. Mr. Keebler frequently represents clients before the National Office of the Internal Revenue…
IMPORTANT NOTICE REGARDING CE CREDIT
The Ultimate Estate Planner, Inc. and the presenter are not registered Continuing Education Sponsors and this program is not pre-approved for continuing education credit for any state or regulatory agency.
However, please note that each program includes a Certificate of Completion and, depending on the license and the regulatory agency for which governs a participant’s CE credit, some professionals may be able to self-report his or her participation and receive credit. It is the responsibility of the participant to complete any process necessary to seek self-reported CE credit for his or her participation. By registering for a teleconference (or purchasing on On-Demand program), you understand that CE credit is not guaranteed or warranted by the presenter or The Ultimate Estate Planner, Inc.