Here
are but a few of the ways to minimize the bite from the 3.8% surtax:
1.
Bulk
Up on tax-exempt interest
2.
Minimize
exposure to dividend paying stocks
3.
Increase
contributions to tax-deferred retirement plans
4.
Defer
taxes
5.
Factor
in retirement withdrawals
6.
Time
your income
7.
Try
to convert passive income to salary
8.
Consider
installment sales
9.
Use
college savings accounts
10.
Make
greater use of charitable trusts
11.
Plan
for trust distributions
The
above are but a few ways we have helped clients try to minimize their exposure
to one of the added taxes in place for this year. How can I help you?
