NIIT

Are You Liable for Net Investment Income Tax? Learn Strategies to Reduce the Risk

During the last several years, the 3.8% net investment income tax (NIIT) has ensnared a steadily increasing number of taxpayers. Why? Because when the tax was enacted 11 years ago…

Easing the Pain of the NIIT on your Estate Plan

The 3.8% net investment income tax (NIIT) can negatively affect your estate plan. This is especially true if your assets include an investment portfolio, because the NIIT can increase the…