Aicpa Insights
Year-End Planning: The 3.8% Net Investment Income Tax
- Author: Vários
- Narrator: Vários
- Publisher: Podcast
- Duration: 0:11:18
- More information
Informações:
Synopsis
Strategies for reducing net investment income include municipal bonds, tax deferred annuities, life insurance, rental real estate, oil and gas investments, choice of accounting year for estate/trust and timing of estate/trust distributions. Strategies for reducing modified adjusted gross income include Roth IRA conversion, CRTs, non-grantor CLTs, and installment sales. Join Robert Keebler, CPA of Keebler and Associates LLP in this podcast as he walks you through year-end planning for the 3.8% NIIT.