Understanding the Net Investment Income Tax Handout

100% Satisfaction Guarantee90 Day Money Back GuraranteeNo Annual LicensingNo Membership FeesNo Pay Per Use

This 10-page handout explains the applicability of the 3.8% surtax and its impact on Individuals, Trusts and Estates and reviews strategies for reducing MAGI and NII.


This product is digitally delivered and includes one of the following two options:

  • adobe-pdf-fileOPTION #1: PDF VERSION
    Includes: A PDF file that is branded to Keebler & Associates, LLP.  You will not be able to modify this version.
    Includes: Microsoft Word version of this handout that you can modify and brand to your firm/company’s own logo and information.  Must include your firm/company’s copyright notice with the words “Under License” following.  This license is good through December 31, 2015.

Leave a Review

If you have purchased this product and would like to leave a review for others, please comment below.