“Choice of Filing Status to Avoid the NIIT” White Paper

Strategic Filing Status Selection to Avoid the NIIT

In this essential 3-page white paper, nationally renowned tax expert Robert S. Keebler, CPA/PFS, MST, AEP (Distinguished) explains how selecting the appropriate filing status can help high-income clients minimize or avoid the 3.8% Net Investment Income Tax (NIIT). Learn how to navigate the complexities of tax law and choose the optimal filing status for your clients to reduce their overall tax liability.