The American Taxpayer Relief Act of 2012 (ATRA) and Net Investment Income Tax (NIIT) have added more complexity to planning given that you now have to navigate through a multi-layer tax system in conjunction with running multi-year scenarios to gain a clear picture of the tax landscape in order to advise your clients on virtually all of their personal financial planning decisions. The increased value created in an investment portfolio by using tax saving strategies is referred to as "Tax Alpha." In this webcast, a panel of CPA financial planners will discuss strategies, including how to
Field of Study:Taxes/Specialized Knowledge & Applications
Prerequisite: Knowledge of investment planning strategies and tax planning.