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Total: 4 results found.

1. Keebler Talks Tax Cuts For Year-End Planning
(Matching tags: Tax Changes)
With less than 30 days to act on a slew of one-time tax law savngs opportunities, the replay of Bob Keebler’s December 1st webinar about year-end planning gives you everything real financial ...
Monday, December 04, 2017
2. Medicare Surtax On Investment Income - Beware!
(Matching tags: client education,client communication,high net worth,medicare surtax,new tax rules,Tax Changes,tax law,tax planning,Tax-efficient investing,Taxes)
As of 2013, your clients might be impacted by the by the 3.8% Medicare Surtax. And, if they are, they might ask you, their advisor, for an explanation! It's important to know how the calculation works ...
Tuesday, January 07, 2014
3. You Are About To Run Out Of Time To Warn Clients About The New 3.8% Surtax On Net Investment Income
(Matching tags: Tax Changes,tax law,Taxes,year end tax planning)
The new 3.8% surtax on income, known as the net investment income tax (NIIT), is going sneak up on a lot of clients when it shows up for the first time ever on 2013 tax returns. You are about to run out ...
Saturday, December 21, 2013
4. Seven Tips For Financial Planners Advising Same-Sex Couples In A Post-DOMA World
(Matching tags: DOMA,same sex couples,Tax Changes,new tax rules,tax law,divorce,year end tax planning,client education,tax planning,financial planning,client communications)
The Defense of Marriage Act (DOMA), which defined marriage as the union of one man and one woman, has been overturned by the Supreme Court and ruled unconstitutional. The federal government will now grant ...
Friday, July 05, 2013