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

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