Investment and Financial Markets

Understand when you need to issue a 1099 to a cleaning professional by considering worker classification, payment thresholds, and IRS requirements.

Understand how sales tax applies to pawn shop purchases and loans, including regional differences and buyer responsibilities.

Understand Minnesota tax rules for residents working out of state, including residency classification, multi-state filings, and tax credits.

Understand when you need to report a home sale to the IRS, how exclusions apply, and what documentation is required for tax compliance.

Learn how to calculate ad valorem tax by understanding property valuation, tax rates, exemptions, and required documentation for accurate assessments.

Understand when a trust qualifies as a disregarded entity for tax purposes, how grantor trust rules apply, and the implications for tax filing requirements.

Understand how tax regulations classify au pairs, their withholding requirements, and employer responsibilities for Social Security, Medicare, and unemployment taxes.

Understand how fuel cell property is classified for tax purposes, including eligibility, depreciation, and documentation requirements.

Learn how Puerto Rico’s tax incentives can reduce capital gains taxes for bona fide residents and what it takes to qualify under local and federal rules.

Understand when retention bonuses must be repaid, how to handle repayment demands, tax considerations, and strategies for negotiating fair terms.

Learn how the APTC subsidy influences your tax liability, how income and household changes affect it, and what to consider when reconciling or repaying amounts.

Understand key IRS tax rules for writers, including income reporting, deductions, and self-employment obligations to manage your finances effectively.

Learn who should provide identification for a deceased person’s e-filing, how to use their license legally, and what to do if it’s unavailable.

Understand how the IRS step-up in basis at a spouse’s death affects property valuation, tax implications, and future capital gains calculations.

Learn how Form 8868 helps tax-exempt organizations request extensions for filing annual returns and what to consider when submitting it.

Understand how Form K-1 (1065) affects your tax return, when to report it, and what to do if there are errors or missing information.

Learn what a California SOS File Number is, how it streamlines business filings, and why it matters for compliance, taxation, and official state records.

Learn how to access and interpret OANDA tax forms, calculate gains or losses, and maintain accurate records for efficient trade reporting.

Learn how to complete Form 4868 accurately, estimate your tax liability, and submit your extension request and payment on time to avoid penalties.