Investment and Financial Markets

Explore the financial and administrative journey of inherited stocks, from settling estate obligations to the process of transferring ownership to heirs.

A guide to the legal and procedural requirements for forming a 501(c)(3) charity and ensuring its ongoing compliance with federal and state law.

Understand how your Flexible Spending Account can lower the cost of breastfeeding by covering essential supplies and what is needed to use these funds.

Filing a MA corporate tax extension requires more than submitting a form. Learn the critical payment obligations to properly file Form 355-7004 and avoid penalties.

Gain clarity on the tax treatment of tangible property expenditures. This guide explains the principles for deciding whether to deduct or capitalize these costs.

Understand the Sarbanes-Oxley Section 906 certification, a provision establishing personal executive accountability for the integrity of financial reports.

Understand the specific tax framework for ordained ministers, which differs from standard employment for income, Social Security, and Medicare reporting.

ERISA’s trust requirement provides a core protection for plan participants by legally separating retirement assets from employer funds. Understand this key fiduciary duty.

Understand the process for deducting vehicle costs using the 2024 federal mileage rates, from determining eligibility to documenting expenses for your tax return.

Navigate the foreign tax credit with Form 1116. Understand the limitation calculation and how to apply foreign taxes paid to properly reduce your U.S. tax bill.

Explore SEC Rule 17a-5, which establishes the financial reporting framework for broker-dealers to ensure accountability and support regulatory oversight.

For pass-through entity owners, the ability to deduct business losses is tied to your economic investment. Learn the tax principles governing this key limitation.

Gathering your financial documents is the essential first step for tax filing. Learn what information is needed for an accurate and complete return.

Gain a clear overview of the annual tax schedule, from how key filing dates are set to the procedures for managing your tax payment obligations.

Offset the cost of a new pellet stove with the federal energy tax credit. Learn the key efficiency standards and documentation required to qualify.

Gain a clear understanding of Oklahoma’s tax landscape. Learn how state-level rules and local levies combine to shape your financial obligations.

Explore the foundational IRS rules for IRAs containing after-tax funds. This guidance clarifies how to track your basis and determine the tax on distributions.