Net Investment Income Tax Resources

Journal of Accountancy article - overview of Net Investment Income Tax and access links to the regulations

IRS FAQs on Net Investment Income Tax

Summary of Net Investment Income Tax Regulations from Bob Keebler

Checklists to plan for the Medicare surtax: Individuals | Estates & Trusts

In-depth newsletter on planning with the 3.8% Net Investment Income Tax from Michael Kitces

Broadridge Advisor's Key Numbers – updated for the American Taxpayer Relief Act

American Taxpayer Relief Act: Congress passed and President Obama signed the American Taxpayer Relief Act the first week of January, preserving most of the George W. Bush-era tax cuts and extending many other lapsed tax provisions. Details about "Fiscal Cliff" can be found in the Journal of Accountancy and Michael Kitces. Personalize and send the following Broadridge Alert on the legislation to your clients.

Joint Committee on Taxation Overview