What Are the Benefits of a Roth 401(k)?
A Roth 401(k) changes when you pay taxes on retirement savings. See how this after-tax approach can shape your long-term financial security.
Investment and Financial Markets
What Are 501(c)(3) Prohibited Activities?
Understand the critical framework that governs 501(c)(3) operations. Learn how to maintain compliance and safeguard your organization’s tax-exempt status.
What Is a 401k Waiver of Participation?
Declining a 401k plan involves a formal waiver of participation. Explore the procedural requirements and compliance implications for employees and employers.
What Is Considered a Good Net Expense Ratio?
A fund’s net expense ratio directly impacts your returns. Learn how to interpret this key fee and evaluate typical costs across various investment strategies.
Do You Have to Take an RMD From a Non-Qualified Annuity?
Learn how non-qualified annuities avoid lifetime RMDs and understand the distinct tax and distribution rules that apply during life and for beneficiaries.
Form 8872: Who Must File and What to Report
Understand the financial disclosure and reporting obligations for Section 527 political organizations to ensure IRS compliance and public transparency.
What Is Form SSA-1099 and How Does It Affect Your Taxes?
Understand how your Social Security Benefit Statement (SSA-1099) connects to your tax return and what is needed to accurately report your benefits.
What W2 Deductions Are Taken From Your Pay?
Understand the journey your paycheck takes before you receive it. Learn how the deductions on your W-2 form impact your taxable income and your annual tax filing.
What Do I Do If I Can’t Pay My Taxes?
Proactively address an unpaid tax bill by understanding the official IRS resolution framework. Learn the necessary steps and financial information required.
What Was FASB Statement No. 13 for Lease Accounting?
Explore FAS 13, the former lease accounting standard whose rules for on- and off-balance-sheet items prompted the transition to the new guidance in ASC 842.
Goodwill in Real Estate: Valuation and Tax Implications
Discover the financial and tax considerations of intangible value that is inseparable from a property’s physical location in a business transaction.
Does Tennessee Have a 529 Tax Deduction?
While Tennessee’s state tax laws have changed, the TNStars 529 plan remains a key tool for education savings due to its powerful federal tax advantages.
Tax Consequences of Revenue Ruling 83-19
Explore the tax treatment established by Revenue Ruling 83-19 for property transfers made to satisfy a legal judgment rather than as compensation.
What Are the Fiduciary Fees for an Estate?
Understand the structured framework for fiduciary compensation in an estate, from calculation methods to the formal approval and tax deduction process.
Filing Requirements for Schedule M-3
Understand the requirements for filing Schedule M-3, the tax form used to report and reconcile book-to-tax differences for large businesses.
What Are the BEPS Tax Rules for Multinationals?
Learn how evolving international tax rules realign a multinational’s tax liability with its economic substance and where its profits are actually earned.
How to Get an Arkansas Farm Tax Exemption
A guide for Arkansas agricultural producers on using the state’s sales tax exemption to reduce costs, covering qualification and correct certificate use.
What Is the Required Annual Payment to Avoid a Penalty?
Fulfilling your annual tax obligation requires ongoing payments. Learn the standards for determining your required payment to stay compliant and avoid a penalty.
An Overview of Bill H.R. 4872’s Provisions
An examination of H.R. 4872, the 2010 law that altered U.S. healthcare and education policy by restructuring federal financing and tax codes.
How Do I Get an EIN Number for an Estate?
Properly administering an estate involves specific financial and tax obligations. Learn how to secure the federal ID number required to manage these duties.