Events Calendar

Tips to Minimize the Impact of NIIT on Trusts and Estates

Continuing Legal Education

September 24, 2014 Wednesday 4:00pm - 5:00pm

The progressive implementation of various components of the Affordable Care Act of 2010 was certainly noticeable in 2013. The Net Investment Income Tax (NIIT), a 3.8% surtax on most passive investment income, became effective on January 1, 2013. This new surtax applies to not only individuals, but trusts and estates as well. The impact on individual taxpayers has received much attention. Because of lower applicability thresholds, trusts and estates may be more vulnerable to the new NIIT than individuals.  

This seminar will provide advisors with tips and tools to consider when determining the best overall family tax planning strategies to effectively navigate the NIIT thresholds.          

Event Code
IndyBar Education Center, 135 N. Pennsylvania St, Suite 1500
Credit Hours
1.00   (General, CFP)
Estate Planning and Administration Section
Ms. Amy R. Hlavacek, CPA, CFP, PNC Wealth Management

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RESERVATIONS/CANCELLATIONS FOR LIVE EVENTS.  To ensure the utmost accuracy in our reservation records, the Indianapolis Bar Association cannot accept reservations over the phone for CLE seminars, luncheons, or other programming. Reservations must be delivered or mailed to the Indianapolis Bar Association office, faxed to (317)269-1915, or e-mailed to Reservations received less than 24 hours prior to an event and walk-in registrations cannot be guaranteed; they will be accepted on a space-available basis, will include an additional $5 charge, and may not include lunch. Cancellations must be made 48 hours prior to the program to receive a refund. If no cancellation is received, payment is due in full. For arrangements due to physical disability, please call the Indianapolis Bar Association at (317) 269-2000.

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NOTE: CLE credit will not be reported to the Indiana Supreme Court Commission for Continuing Legal Education (CLE Commission) until payment for the course has been received in full.  The CLE Commission will not approve online CLE credit if you previously received credit for the same live course.  It is your responsibility to monitor your credits.

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