You can avoid Net Investment Income Tax (NIIT) by knowing just these 8 methods.

Описание: 💡 Are you a successful investor? You might be paying an extra 3.8% Net Investment Income Tax (NIIT) and not even know it. This "hidden" surtax catches even savvy investors by surprise.

This is [Your Name], CPA at SW ACCOUNTING & CONSULTING CORP. In this video, I'm breaking down exactly what the NIIT is, who has to pay it, and 8 actionable strategies you can use to legally minimize or even completely avoid it. If you're an investor, a real estate owner, or a high-income earner, you'll want to pay close attention to the difference between "passive" and "active" income we discuss.

⏰ Timestamps 00:00 Intro: The "Hidden" 3.8% Tax 01:06 The Rules: What is the NIIT? 01:38 The 2-Step Test to See if You Owe 01:59 Step 1: The AGI Thresholds 02:19 Step 2: What Counts as Net Investment Income? 02:50 The Playbook: 8 Strategies to Avoid the NIIT 03:19 Strategy 1-3: Foundational (Muni Bonds, Donations, Deferring) 03:47 Strategy 4: The 1031 Exchange for Real Estate 04:38 Strategy 5-6: Tax-Advantaged Tools (Life Insurance & Annuities) 04:59 Strategy 7: The "Real Estate Professional" Status 05:56 Strategy 8: Understanding the "Marriage Penalty" 06:24 Your NIIT Action Plan: Top 3 Takeaways 06:54 A Warning for International Investors

✅ About Us SW ACCOUNTING & CONSULTING CORP is a California-based CPA firm providing comprehensive accounting and tax solutions for businesses and individuals. As CPAs licensed in both California and South Korea, we offer expert, bilingual (English & Korean) guidance on federal/state/international tax, audit, payroll, and more.

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⚠️ Disclaimer The information provided in this video is for general informational purposes only and does not constitute professional legal or financial advice. You should consult with a qualified professional for advice tailored to your specific situation.

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