Investment and Financial Markets

Understand the tax rules for trustee travel expense deductions, including eligibility, allocation for mixed-purpose trips, and proper documentation.

Avoid common tax mistakes that could lead to overpaying. Learn how to optimize withholding, deductions, and credits to keep more of your income.

Learn how to accurately report the sale of a mobile home on your taxes, including key factors that affect classification, basis calculation, and required documentation.

Understand when Airbnb rental income may be tax-exempt, how to report it properly, and what documentation is needed to stay compliant with regulations.

Explore the role of Line 8b on Form 1040, how it reflects different income sources, and whether future tax changes could impact its relevance.

Learn how to accurately report foreign bank accounts under FBAR rules, including filing requirements, thresholds, and key steps for compliance.

Understand how a 529 scholarship refund works, its tax implications, and how to properly reallocate funds to maintain tax advantages.

Understand how the 1040 series and 1040-ES work together to manage annual tax filing and estimated payments, helping you stay compliant and avoid surprises.

Learn how sales representatives are classified within business coding systems and why accurate classification matters for compliance and reporting.

Learn how to accurately use the 1099-B worksheet to report investment transactions, calculate gains and losses, and ensure proper tax filing compliance.

Learn how to accurately report a mortgage interest refund from Form 1098 Box 4, adjust deductions, and determine if an amendment is required.

Learn how to transfer eligible savings bonds to a 529 plan, including tax considerations, documentation requirements, and compliance guidelines.

Learn about California’s electronic payment requirements, who must comply, available payment methods, potential penalties, and exemptions.

Sharing a Spark Driver account may seem convenient, but platform rules, liability concerns, and tax implications can create unexpected challenges.

Learn when a homestead exemption refund may be possible, the steps to request one, and common factors that affect approval and processing times.

Learn how to file your Illinois state taxes for free by exploring eligibility requirements, official filing options, and verification steps.

Learn tax-efficient ways to withdraw money from your LLC while staying compliant with IRS rules based on your business’s tax classification.

Learn the different ways to contribute to your HSA, ensure you stay within IRS limits, and manage your account effectively for future healthcare expenses.