Print Page   |   Contact Us   |   Sign In   |   Join
Filing the Form 8960 (3.8% Medicare Surcharge Tax): What you Need to Know (IPAR)
View Registrations Tell a Friend About This EventTell a Friend
 

If you want to know more about the 3.8% tax on net investment income, or if you have clients who are impacted by this tax, you should attend this program. This program is a two hour summary of how the 3.8% tax on net investment income works. Planning strategies and techniques that can be used to reduce or at least minimize this tax will also be discussed.

6/26/2015
When: 6/26/2015
8:00 AM - 10:00 AM
Where: Webcast/Webinar
Presenter: Mike Tucker, Ph.D., LL.M., J.D., CPA | Bob Lickwar, CPA
Contact: April Deneault
801-834-6634

« Go to Upcoming Event List  

If you want to know more about the 3.8% tax on net investment income, or if you have clients who are impacted by this tax, you should attend this program. This program is a two hour summary of how the 3.8% tax on net investment income works. Planning strategies and techniques that can be used to reduce or at least minimize this tax will also be discussed.
 

Objectives: * Understand the 3.8% surtax and how it will impact individuals and trust clients * Strategies to reduce or minimize this tax

 

Major Subjects: * How the 3.8% tax applies to individuals, trusts and pass-through entities * Definition of net investment income, MAGI and threshold amounts * How to calculate the 3.8% tax liability on Form 8960 * How the 3.8% tax impacts self-rental income and real estate professionals * How and when the 3.8% tax applies to dispositions of pass-through entities * Organization of Form 8960

 

Designed For: • Any tax practitioner who wishes to understand how the 3.8% tax works • Any tax practitioner who wishes to learn about planning strategies that can be used to reduce or eliminate the impact of this tax on clients

Prerequisite: A basic understanding of the tax rules relating to individual income tax

 

Advanced Prep: None

Speaker: Mike Tucker, Ph.D., LL.M., J.D., CPA | Bob Lickwar, CPA

Vendor: Surgent McCoy

Field of Study: Taxes (2)

Level: Intermediate

CPE Credit: 2 Hours

Acronym: IPAR

Registration Fees: $89.00

  

Register here


Membership Management Software Powered by YourMembership.com®  ::  Legal