Investment and Financial Markets

For loans with below-market interest, the IRS requires a special calculation. Learn how to determine and report this non-stated interest for tax compliance.

Understand the Qualified Intermediary’s role in a 1031 exchange, from preventing constructive receipt to ensuring the transaction maintains its tax-deferred status.

Explore the regulations governing employer pension contributions. Understand how a plan’s structure dictates funding obligations, compliance rules, and key deadlines.

Learn how a Traditional IRA works by offering a potential tax deduction now in exchange for paying taxes on the funds when you withdraw them in retirement.

Before claiming an adult child as a dependent, understand the specific IRS rules. The determination is based on their age, income, and overall financial support.

Understand the complete framework of Nebraska’s fuel tax, from supplier responsibilities to the specific conditions for obtaining a refund on tax-paid fuel.

Understand the tax relief and simplification measures of Act 52-2022, which adjusts tax liabilities and compliance for individuals and businesses in Puerto Rico.

Understand South Dakota’s 4% vehicle excise tax and the official process for titling and registration to ensure a smooth transfer of ownership.

Confirm your tax standing with federal and state authorities. Learn the process for verifying if you have a balance and understand your next steps.

Florida has no state income tax, but your Social Security Disability benefits may still be taxable depending on your overall income level.

Selling a business triggers a tax liability. Discover how your company’s legal form and the structure of the transaction will impact your final net proceeds.

Discover the requirements and steps for revising an existing IRS installment agreement to include a new tax liability and consolidate your payments.

Understand the process for changing your business’s tax classification. This guide explains how to properly prepare and file IRS Form 2553 for an S corp election.

Understand the 45U credit, a federal incentive for clean fuel producers that depends on meeting specific emissions and labor standards to maximize its value.

Calculating tax on passive income involves several layers. See how the source of your earnings and your overall income level determine the final tax treatment.

Learn how 403(b) plan contributions affect your taxable income. This guide clarifies the tax rules for both employee and employer funds and how to read them on your W-2.

Discover when you can report interest and dividend income directly on Form 1040 and bypass Schedule B, based on income limits and other filing situations.

Understand New Jersey’s progressive tax structure and the process for accurately applying the correct rates to your specific income and filing situation.