Planned Giving Insights and Information

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How the Medicare Surtax Affects Planned Gifts

Posted by Winston Jones on December 14, 2012

For upper-income taxpayers, income from planned gifts is subject to the new 3.8% Medicare surtax which takes effect January 1, 2013. The IRS has just issued interim guidance on the new tax. Here are some details on how the surtax will apply to planned giving.

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Topics: charitable lead trusts, charitable remainder trust, pooled income fund, retained life estate, Medicare Surtax

Gift Planning and the Medicare Surtax

Posted by Winston Jones on July 12, 2012

Looking ahead to 2013, there are a few tax increases on the horizon that will affect gift planning. In particular, the Bush tax cuts are scheduled to expire at the same time new tax increases are scheduled to take effect.

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Topics: Medicare Surtax, Bush sunset, impact of tax changes on charitable giving, tax incentives on charitable giving

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