- Financial Advisor Webinar Series
- Understanding The 3.8% Excise Tax
- Robert S. Keebler
- Keebler & Associates, LLP
- 08/03/12 4:00 PM EST
- You must be registered and logged into view this replay
- CE Credit:
The new 3.8% Medicare Surtax will affect investment planning decisions for many of your clients.
At this webinar, we will discuss:
•How the 3.8% surtax is calculated
•How to minimize the impact of the surtax
•The best strategies to reduce investment income
•How life insurance will play an expanded role in income tax planning
•If tax-exempt bonds continue to make sense
•How tax deferred annuities will work under the surtax
•Why Roth conversions will be a powerful strategy
Guest presenter Robert S. Keebler, CPA, MST, AEP (Distinguished) is one of the nation’s leading professional educators of lawyers and accountants. A partner at Keebler & Associates, he has been named by CPA Magazine as one of the Top 100 Most Influential Practitioners and one of the Top 40 Tax Advisors to Know During a Recession. Keebler is a blogger on Advisors4Advisors and an Advisor Products subject matter expert.
This webinar is approved for CFP and IMCA CE credit. IMCA ID is 12A4AI166
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