Tax Impact January/February 2012 (pdf)
Peterson Sullivan’s quotes of interest from this season’s tax newsletter:
- “There are several potential strategies you can implement to reduce or eliminate the 3.8% tax on net investment income . . .”
- “Watch out for the “three-year rule,” which provides that certain assets, including life insurance, transferred within three years of your death are pulled back into your estate and potentially taxed . . .”
Peterson Sullivan provides tax, accounting, and business consulting services to a variety of clients including closely held businesses, publicly traded companies, nonprofits, auto dealerships, individuals, and many more. The following individuals lead our Tax Department: Jim Schneidmiller, John Smolke, Al Dunnell, Rob Keasal, Chris Ebert, Jack Pauw, and Brett Rice.
Please visit our company directory for links to their profiles.
