Net Investment Income Explained

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A "beginner's" guide to understanding the basic net investment income (portfolio income) formula. Help your client understand what his or her tax base will be for different types of income including capital gains, investment income and dividend income.

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Published In: Tax Updates

DISCLAIMER: Because of the generality of this update, the information provided herein may not be applicable in all situations and should not be acted upon without specific legal advice based on particular situations.

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