Our weekly roundup of tax-related investment strategies and news your clients may be thinking about.

Wealthy clients have found a way to avoid paying a key Obamacare tax Projections from the nonpartisan Joint Committee on Taxation show that revenue from a 3.8% surcharge on investment profit incurred by high-earning taxpayers could be lower than previous estimates, according to the Washington Post. Experts say that the lower revenue could be blamed on tax-saving strategies that wealthy clients use. For example, investors may place their investments in an S corporation and collect the profit from an investment as a salary and not as investment income that is subject to the surcharge.

Register or login for access to this item and much more

All Financial Planning content is archived after seven days.

Community members receive:
  • All recent and archived articles
  • Conference offers and updates
  • A full menu of enewsletter options
  • Web seminars, white papers, ebooks

Don't have an account? Register for Free Unlimited Access