Auditing and Corporate Governance

Turn uncollected debts or worthless investments into a valid tax deduction. Learn the IRS rules for timing, documentation, and reporting these financial losses.

Learn how founders and investors can increase the total QSBS tax exclusion through strategic ownership arrangements and corporate structuring.

If you repaid unemployment benefits, your tax reporting method depends on the timing and amount. Get clear guidance for your specific circumstances.

The tax treatment of an ESOP distribution is not fixed. It depends on strategic choices regarding the form and timing of how you receive your assets.

Navigate the specific IRS requirements for the retired clergy housing allowance to correctly reduce the taxable portion of your pension income.

Understand how an employee benefit trust works as a formal structure to segregate and protect assets designated to meet a company’s benefit obligations.

California’s FTB 88-1 interprets federal law to define the precise line between protected sales activity and what creates an income tax obligation.

Making a return involves specific rules about your refund. Understand how sales tax is treated and why your final refund might differ from the item’s price.

Understand Minnesota’s elective PTE tax, a state-level strategy for qualifying business owners to navigate the federal SALT deduction limitation.

A Preparer Tax Identification Number is an essential IRS credential for paid tax preparers. Understand the full compliance process for obtaining and maintaining it.

Paying federal taxes online requires selecting the correct tool. Learn how each system is structured for different taxpayers and payment situations.

See how Wisconsin’s income tax system works. Our guide walks through the process of calculating your final tax liability from your federal AGI.

Operating an S corporation as a married couple involves distinct financial and legal rules that impact payroll, distributions, and the structure of your ownership.

S corp capital gains tax involves more than a single rate. Learn how the type of sale and your corporation’s history can alter your tax liability.

An IRS Letter 147-C officially confirms your business name and EIN for banks or vendors. Learn the straightforward process for requesting this verification.

This analysis clarifies the current US-Argentina tax framework and details the rules of the proposed, unratified treaty for avoiding double taxation.

Your NJ pension tax is not a simple flat rate. Learn how your total income and age determine your eligibility for New Jersey’s pension tax exclusion.

Determine your EITC eligibility by understanding the nuanced age rules. This guide covers recent changes and requirements based on your personal situation.

Learn the criteria for using OECD Pillar 2 safe harbors, a key mechanism for MNEs to simplify compliance and reduce a jurisdiction’s top-up tax to zero.