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 aicpa.org/PFP/proactiveplanning 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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