Cedar Point Capital Partners

Net Investment Income Tax is one of those taxes people tend to discover the hard way -- after the fact. Our latest blog outlines who’s most likely to be affected, how the 3.8% surtax works, and where coordinated planning can make a real difference over time.

Reducing Your Exposure to the Net Investment Income Tax A 3.8% federal surtax is affecting more households every year. Here's how the Net Investment Income Tax works and where planning may help reduce exposure.