This 10-page handout explains the applicability of the 3.8% surtax and its impact on Individuals, Trusts and Estates and reviews strategies for reducing MAGI and NII.
SKU RSKHANDOUTUNDNIITPDF2015 / RSKHANDOUTUNDNIIT2015
This product is digitally delivered and includes one of the following two options:
- OPTION #1: PDF VERSION
Includes: A PDF file that is branded to Keebler & Associates, LLP. You will not be able to modify this version.
- OPTION #2: CUSTOMIZABLE VERSION
Includes: Microsoft Word version of this handout that you can modify and brand to your firm/company’s own logo and information. Must include your firm/company’s copyright notice with the words “Under License” following. This license is good through December 31, 2015.