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July302014
Mitigating the 3.8% Tax on Net Investment Income

07.30.14 | 2-Minutes On

The bite of the 3.8% tax continues to concern high net worth individuals. For more than 20 years, tax partner Jude Coard, CPA has advised on approaches to reduce the impact of high taxation. Mr. Coard looks at who is affected by the 3.8% tax, the importance of passive activities vs. active participation, exemptions, and what taxpayers can do to limit exposure. If you have questions, speak with your Berdon advisor or contact Jude Coard at jcoard@berdonllp.com.

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