Error loading player: No playable sources found
Section 1411: Medicare Tax on Net Investment Income
Date
May 20, 2014
$49
Standard Price
The Affordable Care Act imposed a new 3.8% Medicare tax on investment income starting in 2013. This session will help you navigate this troublesome tax and explore top planning ideas you can use right now. We’ll identify the components of net-investment income and dive into the most complicated areas. You’ll come away with strategies to help reduce your clients’ tax bills. Also in this session:
• Determine which net-investment income is subject to the 3.8% tax
• Identify deductible investment expenses
• Determine what is — and what is not — investment income
• Determine when retirement plan distributions are not included in net-investment income
• Calculate the 3.8% Medicare tax on trust’s net-investment income
• Implement planning ideas to avoid net-investment income
• Determine which net-investment income is subject to the 3.8% tax
• Identify deductible investment expenses
• Determine what is — and what is not — investment income
• Determine when retirement plan distributions are not included in net-investment income
• Calculate the 3.8% Medicare tax on trust’s net-investment income
• Implement planning ideas to avoid net-investment income
Speaker
Owner, Karen Brosi, EA, CFP, a LLC
Specialties
Related Products
Individual Tax Update
This is a fast paced session to update you on 2022 individual tax issues including new legislation, regulations, IRS rulings and tax court decisions. Planning and preparation issues are included in this class on mid-year 2022 tax news…
Employee Stock Option Strategies
With a resurgence in technology and other business sectors, rewarding employees with company stock ownership is common. This session will sort through the alphabet soup of options: NSOs, RSUs, ISOs and ESPPs, and study the different tax treatments for each…
Real Estate Hot Topics
What's trending in real estate taxation in 2024? This fast-paced session is loaded with new cases, rulings, and regulations for both residences and investment properties. In addition, the topic provides reminders of specific areas of interest to the IRS…
Real Estate Tax Update
As federal legislators adjust tax rules surrounding ownership and sales of real estate, it is important that CPAs stay up-to-date on real estate laws that may impact your clients. This course provides an update of real estate-related topics, including common areas of concern…
