Investment and Financial Markets

Understand the principles of the NYC Unincorporated Business Tax to correctly assess your liability and manage your compliance obligations.

Learn how Rev. Rul. 83-26 excludes certain relocation payments from gross income under the general welfare doctrine for displaced individuals.

Learn an employer’s responsibility for withholding NYC taxes. Your obligation is determined by an employee’s home address, not your business location.

For non-resident aliens, Form 8233 is used to apply tax treaty benefits to personal service income, potentially reducing or eliminating U.S. tax withholding.

Learn the official process for replacing or correcting a California vehicle title or registration card. This guide details the function of DMV Form 1824.

The deductibility of interest on a tax penalty depends on the underlying obligation. Discover why this interest often follows the non-deductible rule of the penalty itself.

Understand how your enrollment status as a half-time student is a key factor in eligibility for education tax credits and can help lower your overall tax bill.

The tax treatment for U.S. Treasuries goes beyond interest. Learn how income is recognized and how selling a bond can create a separate taxable event.

This guide breaks down the IRS framework for taxing Social Security. Learn how your total income affects taxability and the steps required for accurate filing.

A guide to North Carolina’s vehicle property tax, clarifying how local county rates and your car’s value are integrated into your annual registration.

Understand how Maryland’s tax system impacts your finances in retirement. This guide provides a clear overview of the state’s rules to help you plan effectively.

Resolving back taxes involves presenting your complete financial picture to the IRS. Learn the formal steps to manage your tax debt and find a viable path forward.

Understand the framework for tracing foreign taxes paid to the correct U.S. income groupings for proper foreign tax credit limitation calculations.

Explore the tax limitation that applies after a corporate ownership change, restricting the new owner’s use of the company’s prior tax credits and capital losses.

Understand the historical basis of Mississippi’s now-repealed franchise tax, a former levy on corporate capital for the privilege of doing business in the state.

When the IRS proposes a tax deficiency, your response has financial and legal implications. Learn how to evaluate their claim and make an informed decision.