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:
- How does the 3.8% Investment Surtax work?
- What is “net investment income”?
- What is “modified adjusted gross income” (MAGI)?
- What are the threshold amounts?
- What are the best strategies to reduce net investment income?
- What are the best strategies to reduce MAGI?
- How will life insurance play an expanded role in income tax planning?
- Will tax-exempt bonds continue to make sense?
- How will tax-deferred annuities work under the Surtax?
- Why Roth conversions will be an even more powerful strategy!
- 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 Title: The 3.8% Health Care Surtax and Its Impact on Individuals
- Speaker: Robert S. Keebler
- Duration: 60 minutes
Purchase
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.