Webcast: Net Investment Income Tax Planning for Family Business Owners and Investors




Hosted by Ernst & Young LLP Personal Financial Services (PFS), 2 to 3:15 p.m. EST; 11 to 12:15 p.m. PST

Join EY for a panel discussion on key planning considerations for family business owners and investors who will be subject to the 3.8% net investment income tax (NIIT). The panel will focus on:

• An overview of the final and revised proposed NIIT regulations and how they will affect family business owners, investors and trustees

• Thematic planning approaches to minimize the NIIT regarding passive activities, the sale of a business and the identification or allocation of deductions

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• Use of deferred annuities or life insurance products as part of NIIT planning, including private placement products and investment alternatives


Moderator



Charlie Ratner,

National Director of Personal Insurance Counseling and PFS Learning Leader, Ernst & Young LLP


Panelists



Laura MacDonough,

National Director of S Corporation Services, Ernst & Young LLP


Chris Williams,

PFS Markets and Communications Leader, Ernst & Young LLP


Bobby Stover,

PFS Southwest Region Leader, Ernst & Young

To register for this event, go to:

http://www.ey.com/GL/en/Issues/webcast_2014-02-12-1900_planning-for-the-net-investment-income-tax-under-the-new-regulations

Expiration Date:

Wednesday, February 12, 2014

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