Investment and Financial Markets

Understand how the IRS classifies credit card rewards and when they might be taxable based on how they’re earned and used.

Learn when to use IRS Form 8278, how to file it properly, and what details are required to ensure accurate reporting and compliance with tax regulations.

Understand how deemed dividends arise, their tax implications, and compliance requirements to ensure proper reporting and avoid potential penalties.

Understand how IRC 118 defines capital contributions, their impact on corporate structure, and the tax implications for businesses and shareholders.

Understand the tax obligations of private foundations, including exemptions, reporting requirements, and potential taxes on certain types of income.

Understand the purpose of a T4 in Canada, how it reports income and deductions, and what to do if you need to access or correct your tax slip.

Understand how IRC 74 defines taxable prizes and awards, including valuation methods, exceptions, and reporting requirements to ensure proper compliance.

Learn how to make a QEF election, meet IRS requirements, and manage ongoing reporting obligations for Passive Foreign Investment Companies (PFICs).

Learn how to accurately complete Form 5452 with this step-by-step guide, including filing requirements, deadlines, and compliance best practices.

Understand how estate tax applies to a QTIP trust, including the responsibilities of the surviving spouse, executor, and beneficiaries in tax settlement.

Explore the key issues in Coca-Cola’s $2.7 billion tax dispute, including transfer pricing methods and the Tax Court’s approach to determining liability.

Learn how GITCA simplifies tip reporting compliance, its impact on employers and employees, and key considerations for accurate recordkeeping and audits.

Learn how IRS Publication 594 outlines tax collection processes, payment options, and taxpayer rights when addressing outstanding federal tax obligations.

Understand how different types of income are taxed, which payments may be excluded, and how to keep accurate records for compliance with IRS guidelines.

Understand how IRC 723 governs the basis of property contributed to a partnership, its impact on partners, and key considerations for tax compliance.

Understand the tax implications and reporting requirements of a cashless warrant exercise, including income classification, withholding, and state-level considerations.

Understand the key rules for employer HSA contributions, including compliance requirements, mid-year adjustments, and how to avoid excess contributions.

Understand how Coinbase reports to the IRS, which tax forms may apply to you, and how to properly document transactions to meet reporting requirements.

Understand how electric golf carts fit into federal and state tax credit programs, including eligibility criteria and classification factors.

Explore how minimum present value segment rates influence pension plan calculations, funding obligations, and regulatory compliance for plan sponsors.