Advisers prepare wealthy clients for rising taxes

10/10/2013 | Financial Advisor

As the end of the year approaches, advisers are discussing year-end maneuvers to minimize the effects of new taxes, such as the 3.8% Medicare surtax on net investment income, for wealthy clients. This article discusses strategies advisers can use to reduce the liabilities from these taxes. Visit to access education and resources from the AICPA PFP Division for year-end planning after the American Taxpayer Relief Act and the net investment income tax.

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