Investment and Financial Markets

Understand how both spouses can contribute to a Dependent Care FSA, including eligibility, contribution limits, tax implications, and reimbursement coordination.

Understand how an irrevocable trust can qualify as a grantor trust, the tax implications involved, and the role of control in determining its status.

Understand how tax laws apply to miscarriage-related expenses and dependent claims, and learn when consulting a tax professional may be beneficial.

Learn whether you can open a Health Savings Account (HSA) while on your parents’ insurance and how eligibility rules impact your ability to contribute.

Understand the rules, tax implications, and exceptions for using your 403(b) savings to cover college expenses while avoiding unnecessary penalties.

Learn how to address late FBAR filings, explore disclosure options, and understand the steps to comply with reporting requirements for past years.

Explore how rolling a HELOC into a mortgage works, key refinancing factors to consider, and potential tax implications for interest deductions.

Learn how business activity codes impact California tax filings, how to find the right code for your industry, and the differences between state and federal classifications.

Understand the CA K-1 form, how it differs from the federal version, and its role in reporting state-specific tax information for pass-through entities.

Learn how FSA rules apply to parental care expenses, including eligibility criteria, allowable costs, and reimbursement guidelines.

Learn how to properly claim tax deductions for food bank donations, including eligibility, valuation, and documentation requirements.

Learn how to pay federal estimated taxes online, explore payment options, set up an account, manage schedules, and keep accurate records.

Discover how refundable tax credits and withholding adjustments can sometimes result in a tax refund larger than what you originally paid in.

Understand when a spouse can file taxes without your signature, how to address unauthorized filings, and the steps to correct tax return issues.

Learn when and how to file a second amended tax return, what documents you’ll need, and how to track its status with the IRS.

Learn how to make partial payments to the IRS, set up an installment plan, explore payment options, and understand potential penalties for missed payments.

Learn which business moving expenses qualify for tax deductions, how to meet IRS requirements, and what records to keep for compliance.

Understand how bonuses are taxed in California, including withholding methods, residency considerations, and employer requirements.

Learn how self-employed individuals can balance the health insurance deduction and premium tax credit to optimize tax savings while staying compliant.