January 21, 2020 | In The News
Did you know? The tax and financial planning department at Clearstead analyzes your net investment income sources and has strategies to minimize your net investment income tax liability. The Net Investment Income Tax (NIIT) is an additional 3.8% tax on a broad range...
January 14, 2020 | In The News
Author: David Miller, CFP®, CPA, Managing Director at Clearstead The 2020 Appropriations Act simplified the calculation of Net Investment Income Tax for private foundations subject to this excise tax. Previously, these foundations were subject to either a 1% or 2% tax...
January 9, 2020 | In The News
CLEARSTEAD CELEBRATES THIRTY YEARS Since its founding in 1989, Clearstead has grown to become a prominent institutional and private client advisory firm. Today we have 85 employees, 35 of whom are shareholders; an institutional consulting group that advises over $17.0...
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