“Group Business Activities – Avoid the NIIT” White Paper

Grouping Business Activities to Minimize NIIT Exposure

In this focused 3-page white paper, nationally renowned tax expert Robert S. Keebler, CPA/PFS, MST, AEP (Distinguished) explains how strategic grouping of business activities can help clients reduce or avoid the 3.8% Net Investment Income Tax (NIIT). Learn when and how grouping elections can be made and the planning opportunities that arise—especially for high-income individuals and business owners.