Friday, June 26, 2015

Net Investment Income Tax

Tune in tomorrow at 11:30 a.m. to 101.5 WORD-FM to hear Michele Conti discuss the basics of understanding the 3.8% net investment income tax on individuals, estates and trusts.

Wednesday, June 10, 2015

Federal Fiduciary Income Tax Workshop

Michele Conti will be speaking on “Applying the New Medicare Surtax to Trusts and Estates” at the Foxmoor Continuing Education program, Federal Fiduciary Income Tax Workshop. The seminar takes place on June 25 at the Double Tree Hotel in Greentree.

Michele's presentation will cover the Medicare surtax on net investment income, Active vs. passive activities, and planning considerations and strategies. Use this link for more information.

Friday, June 5, 2015

Who Needs An Estate Plan

Michele Conti’s article “Who Needs An Estate Plan” recently appeared in Biz570 by the Northeast Pennsylvania Business Journal. You can access the online version using this link.