Clifton Gunderson LLP - A nationwide firm of Certified Public Accountants and Consultants

September 2011

Posted August 29, 2011

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In this Issue:

New Name: Clifton Gunderson Wealth Advisors

Effective Aug. 1, 2011, Clifton Gunderson Wealth Management has changed its name to Clifton Gunderson Wealth Advisors.

Planning for the 3.8% Medicare Surtax

 It’s been more than a year since the Patient Protection and Affordable Care Act was passed. What seemed at the time to be very distant concerns are becoming more important every day. One such concern is the 3.8 percent Medicare surtax that will take effect Jan. 1, 2013.

White Paper on Strategies for a Low Interest Environment

The current low interest rate environment complicates things for investors trying to navigate the fixed income marketplace. Download our complimentary white paper to learn how you can address these challenges and meet your current and long-term financial needs.

Understanding 529 Plan Distributions

Do you know which educational expenses qualify for tax-free distribution from a 529 Plan? Here are a few guidelines.