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How the 3.8 Percent Surtax on Net Investment Income Affects Estates and Trusts Study Group — Oct. 16

from AAA-CPA

AAA-CPA affiliate Jere Doyle will be presenting a study group Oct. 16 at 2 p.m. EDT that will explore the application of the 3.8 percent surtax to trusts and estates and the planning ideas to avoid or minimize the tax. The discussion will include grantor and nongrantor trusts, charitable remainder trusts, qualified subchapter S trusts and small business trusts. Also covered will be the reporting requirements and actual case studies, complete with calculations. Click here to register for this study group. Members may listen for free or pay $15 to receive one education credit. more

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7701 Las Colinas Blvd., Ste. 800, Irving, TX 75063