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Rubric Advisors · Disciplined Wealth Management · 100% Fiduciary Commitment · Fee Only
Rubric Advisors · 100% Fiduciary · Fee Only
Talk to an AdvisorCurated by: Rubric Advisors
Tax Planning
The IRS classifies income as active or passive based on your level of participation, which determines how losses can be used and whether the 3.8% net investment income tax applies.
Active Income vs Passive Income
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Full Guide
An educational overview of passive activity rules, special allowances, and optimization strategies that may apply to rental property owners.
Tax PlanningHigh earners face two additional taxes above the standard rates: the 3.8% Net Investment Income Tax and the 0.9% Additional Medicare Tax. Understanding what triggers these surtaxes and how to manage exposure can save thousands annually.
Tax PlanningReal estate professional status lets qualifying taxpayers deduct rental losses against ordinary income, creating powerful tax savings when paired with depreciation.