Experts: Clients are slow to react to 3.8% investment-income tax

09/16/2013 | InvestmentNews (free registration)

A new 3.8% tax will apply to net investment income and for modified adjusted gross incomes higher than $200,000 for single people and $250,000 for those filing jointly. It also applies to certain trusts and estates with more than $11,950 in income. Visit aicpa.org/PFP/proactiveplanning to access education and resources from the AICPA PFP Division to plan for the new net investment income tax.

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