Investment and Financial Markets

In Washington, services are presumed non-taxable. Learn the legal framework that defines when a service becomes a retail sale subject to sales tax.

Discover the budgetary rule that shapes U.S. tax policy and the legislative strategies used to manage its impact on the federal deficit.

For U.S. residents with foreign income, a fiscal residence certificate is essential for leveraging tax treaties to reduce or avoid double taxation.

Navigating Solo 401k contribution timing requires understanding the distinct deadlines for your roles as both employee and employer.

Gain clarity on the U.S. tax reporting framework for foreign corporations and the specific function of Form 1120-F in satisfying these obligations.

Learn about the systems the IRS uses to track wealth transfers, from mandatory tax filings by donors to automated analysis of third-party financial data.

Explore the tax treatment of Required Minimum Distributions and how these mandatory withdrawals integrate with your overall retirement tax plan.

Learn how to substantiate the value of a perpetual conservation easement donation to meet the IRS requirements for a federal charitable tax deduction.

Understand how net capital losses exceeding the annual deduction limit are carried forward to reduce your taxable income in subsequent years.

Evaluate Section 179 and 80% bonus depreciation for 2023. Learn how business income and state tax rules determine the optimal asset deduction strategy.

Learn the framework for deducting business expenses as a 1099 contractor to accurately lower your taxable income and navigate your tax obligations.

A successful Roth rollover requires understanding its full financial and procedural impact. Learn the key tax considerations and withdrawal rules before you move your funds.

This guide provides a structured walkthrough for completing your federal tax return, showing how to translate your documents into the final figures on Form 1040.

Gain clarity on Form 480.7C, a key informational return for businesses in Puerto Rico used to properly report payments for services.

Discover how the statutory employee classification allows you to report W-2 income while also claiming valuable business-related tax deductions.

Explore the history of the simple 1040-EZ tax form, its past filing rules, and how its function was absorbed into the current, streamlined Form 1040.

Understand the framework governing US-Japan tax obligations. This guide clarifies which country has taxing rights on cross-border income to prevent double taxation.

Understand the IRS rules that ensure your company’s retirement plan benefits all employees equitably, a key requirement for maintaining its tax-advantaged status.