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Monthly Membership Meeting: November 20

  • 20 Nov 2013
  • 7:00 AM - 8:30 AM
  • Mesa Country Club, 660 W. Fairway Drive • Mesa, AZ 85201

Registration

  • If this is the first time you are attending an EVEPC event, we offer you a reduce guest fee for your first meeting. Welcome!
  • Standard Guest Fee
  • Already paid members of East Valley Estate Planners
Registration is closed

Speakers:
Mary Jordan, CPA
Senior Manager
Lohman Company		  
Ryan Boyer, JD
Attorney at Law
Boyer Bohn		  
 Topic:
"Advising Trust & Estate Clients on the New 3.8% Medicare Surtax"
Program Description: 

This new tax is effective in 2013 and applies to individuals, estates and trusts.  It is calculated on the lesser of net investment income or the excess of adjusted gross income over specified thresholds.  While the threshold is $200,000 for individuals and $250,000 for married couples filing jointly, the threshold for estates and trusts is only $11,950! 

This presentation will cover what is included in “net investment income”, what is excluded, income from passive activities, and planning considerations.  If your client’s estate or trust is not distributing virtually all of its net investment income, it will probably be subject to the 3.8% Medicare surtax!
 

Greet and Thank our

Meeting Sponsor!
 Be sure to arrive prior to 7:15am to enjoy a great breakfast and take advantage of the networking opportunities.
 
Many Thanks for your RSVP on/before Noon, the Friday prior to the meeting.
Additional meeting information:

Thank you for registering for this meeting!

We look forward to seeing you there. Watch for your event reminder two days beforehand...

Be sure to sign in for continuing education records.

Last minute cancellations: If you find you cannot attend, an e-mail to EVEPC@PremiumOrganization.com gives us an idea of how many extra seats we may have for those arriving "at the door".

 Attending at the door? Additional information......

East Valley Estate Planning Council

www.evepc.wildapricot.org

evepc@premiumorganization.com

602-840-2900 X1

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