Investment and Financial Markets

A $100,000 salary results in a unique tax bill for every person. Understand the complete picture of how your income is taxed and what your true rate is.

Annuity taxation varies based on how it’s funded and when you receive payments. This guide clarifies the essential tax rules for owners and beneficiaries.

The amount listed as Code E on your W-2 reflects your 403(b) retirement savings and is essential for determining if you can claim a related tax credit.

Understand your position as a trust beneficiary. Learn how an interest is structured, the rights it provides, and the financial and tax reporting for distributions.

Look beyond the average rate to see how your Arizona property tax is actually calculated, from home valuation rules to the various rates that form your bill.

Eligible employers and self-employed individuals can still recover costs for past COVID-19 paid leave through a specific refundable tax credit.

Your animal’s role can impact your taxes. Explore the specific IRS rules that determine when costs for an animal can be considered a deductible expense.

Disagree with a tax assessment from an IRS CP2000 notice? Understand the formal path for submitting new information for a post-assessment review.

Your daily commute is typically not tax-deductible. Explore the rules for writing off other local business travel, which depend on the trip and your job type.

Explore the strategic use of a 1031 exchange in a business purchase by separating the real estate value from other assets to achieve tax deferral.

Settling an estate involves more than distributing assets. Understand the financial obligations that must be paid before any inheritance is calculated.

The September 15th tax deadline involves key distinctions between filing and paying. Understand your specific obligations to ensure compliance and avoid penalties.

Form 1099-DA formalizes digital asset tax reporting for brokers and taxpayers, helping to align crypto tax compliance with rules for traditional financial assets.

Understand the process for amending your 2021 payroll tax returns. This guide helps navigate corrections related to the unique tax provisions of that year.

Separating utilities into your business’s name provides financial clarity and legal protection. Learn the correct approach for your company’s structure and setup.

Navigate tax rules for separated parents. Learn how Form 8323 is used to formally transfer a child’s dependency claim and related tax benefits.

Understand how your contribution to a qualified Iowa community endowment can translate into a significant state tax credit through the Endow Iowa program.