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The Obamacare 3% Investor Tax?-sorry postponed due to Medical Emergency

December 15, 2016 @ 11:30 am - 1:00 pm



If you are an Investor-don’t miss this valuable information!

“The Obama 3% Investor Tax? Do you understand it?”

by Anne Cornelius, CPA
Anne Cornelius, CPA, P.C.

  • Meet the 3.8% Net Investment Income Tax. It’s an add-on to other taxes you pay, so don’t start thinking what a great low tax rate this is. As one example, depending on your income, your long-term capital gain might be taxed at 20%.
  • However, you must now add the 3.8% tax, making your total 23.8%. But the tax is considerably broader than this. You may owe this tax if you have income from investments, and if your income for the year is more than certain limits.
  • The IRS has issued a reminder of these key points it wants everyone to know. The 3.8% rate is applied to the lesser of either your net investment income or the amount by which your modified adjusted gross income exceeds a threshold amount based on your filing status. What are the income thresholds?

Bring your Lunch and Come to our Office

RSVP- Linda Gerchick, CCIM


We are all about education-this is not a sales pitch-just come & learn
We will start promptly at 12 pm and end at 1:00 pm-
You can stay for questions from 1:30 PM

View Videos of our Lunch and Learn Series