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

Tax Rules Affecting Advisor Clients Under “Obama-Care” Plus A Charitable Planning Update
Robert S. Keebler
Keebler & Associates, LLP
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Program Id: 440501681

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.

 


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(Updated: July 05, 2012)
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5.0

Timely subject and a high level of knowledge related about it. Great timing for this webinar

Thank you Andy!

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(Updated: July 05, 2012)
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5.0

I thought it was great. I knew very little on the subject and now I know what I need to know for my client base.

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(Updated: July 05, 2012)
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5.0

Excellent as usual. Will be good to repeat and/or udpate the info. There're lots to digest.

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(Updated: July 05, 2012)
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5.0

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(Updated: July 05, 2012)
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5.0

Excellent

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