Tax Rules Affecting Advisor Clients Under “Obama-Care” Plus A Charitable Planning Update

With the Supreme Court decision upholding the Affordable Health Care Act, super-CPA Bob Keebler will go over key tax rules affecting advisor clients. Keebler will also explain how to make charitable planning a “win-win” scenario for your client and the charitable organization.

At this webinar, you will learn about:
     •    Medicare payroll tax of 0.9% on joint filers with more than $250,000 of AGI
     •    3.8% surtax on joint filers with more than $250,000 of AGI
     •    New reporting requirements on W-2s
     •    Doubling of the penalty on non-qualified distributions from Health Savings Accounts  
     •    40% excise tax on high-cost health insurance plans
     •    Lifetime gifts versus testamentary bequests
     •    DAFs, CRTs, CLTs, and gift annuities
     •    Funding testamentary bequests with IRA assets

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.