Investment and Financial Markets

Explore a profit sharing design that allocates larger employer contributions to compensation above a set level, within a structured compliance framework.

Received an IRS Notice of Deficiency? This guide explains the legal weight of this letter and the critical choices you have in a formal tax dispute.

Learn how NH uses the concept of domicile, rather than physical presence, to determine tax residency and the steps needed to align your status with state law.

Understand the tax provision allowing U.S. shareholders to bypass Form 5471 for certain foreign corporations treated as domestic for U.S. tax purposes.

Understand the structured process for resolving tax issues with the IRS. Learn what’s required for a proposal and the importance of ongoing compliance.

Understand when a partnership property distribution triggers gain under Section 737 and how subsequent basis adjustments work to prevent double taxation.

Support Arizona charities and receive a dollar-for-dollar state tax reduction. This guide explains the process for claiming the Working Poor Tax Credit.

Explore how federal tax rules connect financial gifts made during your lifetime to the final settlement of your estate and its tax obligations.

Understand the separate state thresholds for corporate presence and revenue-based obligations and what specific activities trigger compliance in Connecticut.

This guide clarifies tax responsibilities following a death, detailing the process for resolving the decedent’s and the estate’s separate IRS obligations.

Explore the foundational rules governing an investment fund’s capital structure and use of leverage, designed to mitigate risk and protect shareholders.

Explore a tax-efficient strategy for charitable giving in retirement. A direct IRA donation can satisfy your RMD and lower your adjusted gross income.

Navigate the tax implications of selling your home. This involves understanding eligibility for a key exclusion and correctly calculating your true gain.

A gross capital loss is the starting point for tax reporting. Understand the structured process for how this loss interacts with gains to affect your return.

Deciding to elect out of the CPAR partnership audit rules involves a strategic trade-off between administrative simplicity and partner-level tax control.

Understand the tax implications of selling an asset. This guide clarifies the complete process, from calculating your final profit to proper reporting.

Use your Health Savings Account for long-term care premiums. This guide explains how to leverage this tax-efficient strategy within specific IRS guidelines.