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 ...

A recent case, Senty v. United States, provides several important lessons for tax return preparers . Mr. Senty was involved ...

For the successful individual investor, generating returns is only half the battle. The other, often more challenging, half is keeping as much of that return as possible from the taxman. This is where ...

Forbes contributors publish independent expert analyses and insights. Bob Carlson researches all facets of retirement finances. There’s a Stealth Tax retirees and near-retirees often don’t know about ...

Thanks to the 44th president, we have been stuck with a most unwieldy and poorly written tax called net investment income tax or NIIT for short. Basically, it attempts to create a way to have the ...

If you sold investments for a profit in 2024, you could be facing a tax bill unless you sold other investments at a loss to offset that profit. In either case, just how much of your investment income ...

(RTTNews) - Goldman Sachs BDC, Inc. (GSBD), a speciality finance company, on Friday announced that net investment income after tax decreased in the second quarter compared with the previous year. For ...

As part of the Affordable Care Act, known by most as Obamacare, several new taxes were enacted to help fund the program. Among these new taxes is the Net Investment Income Tax that became effective on ...