Investment and Financial Markets

Understand Missouri’s nonresident income tax rules, including filing requirements, income allocation, and reciprocity agreements to ensure compliance.

Understand when title companies report real estate transactions to the IRS, how the 1099-S form applies, and what factors influence reporting requirements.

Understand why NYS 414h may be rejected in New York State filings, including common issues with contributions, filing procedures, and tax reporting.

Understand the key factors that determine VAT deductibility on foreign real estate expenses in the U.S., including eligibility, compliance, and potential refunds.

Understand how inherited savings bonds are taxed, including cost basis rules, interest reporting, and key exceptions that may affect your tax liability.

Understand who must pay the Portland MET-40 tax, how to file correctly, available deductions, and payment options to stay compliant.

Learn how to provide clear and consistent documentation to verify your child’s residence for child support purposes and navigate potential disputes effectively.

Understand Virginia’s 1099-K reporting threshold, how it applies to payment platforms, and what businesses and individuals need to do to stay compliant.

Learn the appropriate steps to obtain your ex-husband’s Social Security number for legitimate financial matters while respecting legal and privacy guidelines.

Learn how tax foreclosure surplus funds arise, who is eligible to claim them, and the legal procedures involved in recovering these funds.

Learn how to efficiently manage multiple tax filings with the right software, ensuring accuracy, compliance, and streamlined organization across different return types.

Understand how music royalties are taxed, including income classification, deductions, and reporting requirements for different types of royalty earnings.

Learn how to handle missing Uber 1099 forms, report income accurately, and stay compliant with tax regulations while keeping proper financial records.

Learn how subsidiary tax filing works, including entity classification, consolidation rules, and state and international considerations.

Learn how to navigate Form 1116 Schedule C to claim the Foreign Tax Credit, determine eligible income and taxes, and meet IRS filing requirements.

Understand the tax implications of temporary housing, including employer-paid arrangements, reimbursements, and different lodging types for workers.

Learn how to qualify for the Powerwall tax credit, what expenses may be covered, and the steps to properly claim it on your federal tax return.

Learn how to accurately enter Form 3922 in Lacerte, understand its impact on cost basis and tax calculations, and address potential adjustments or amendments.

Understand transmitter fees in tax filings, why they are charged, how they vary, and what to consider when filing to manage costs effectively.

Understand how not having a tax home impacts your travel nursing taxes, including stipend taxation, expense classifications, and reporting requirements.