11/4/2013

Robert Keebler, CPA, of Keebler & Associates, will walk advisers through year-end and ongoing strategies for reducing the 3.8% net investment income tax and modified adjusted gross income in this podcast. Some strategies for minimizing net investment income include investing in municipal bonds, tax-deferred annuities, life insurance, rental real estate, and oil and gas investments as well as timing estate and trust distributions. Get more year-end planning strategy ideas on AICPA.org.

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