If you’re a high-income earner or someone with a diverse investment portfolio, there’s a little-known tax that can have a significant impact on your taxes that is often overlooked – the Net Investment ...

Forbes contributors publish independent expert analyses and insights. Admitted NY Bar and US Tax Court, covers US international tax law. The Net Investment Income Tax thresholds aren't adjusted for ...

If you don’t know what Net Investment Income Tax (NIIT) is, you’re not alone. This relatively new tax began a little over a ...

When I sit down with ultra-high-net-worth families, the first questions are usually familiar ones: How’s the portfolio allocated? Where’s the exposure to private markets? What’s the outlook for real ...

It’s a simple question that we do not often hear from advisors to taxable ultra-high-net-worth individuals when discussing investment opportunities. Projected tax liabilities from investments can be ...