Investment and Financial Markets

Explore the specific financial circumstances that obligate a landlord to request a tenant’s taxpayer information with a Form W-9 for tax reporting.

Gain on the disposition of controlled foreign corporation stock may be treated as dividend income under IRC 1248, reflecting accumulated foreign earnings.

Paying yourself from a business loan is allowed, but the process depends on your loan agreement and legal structure. Learn how to manage owner pay compliantly.

Understanding Tesla’s tax credit eligibility now requires a look beyond the sticker price. New criteria for vehicles and their components determine qualification.

Explore how North Carolina’s and South Carolina’s different approaches to assessing income and property create distinct financial outcomes for residents.

Understand the key IRS time limits for amending a 2019 tax return. Learn how the rules affect your ability to claim a refund and the steps for a proper filing.

Learn how using post-tax dollars to fund a Roth IRA impacts contribution rules and enables tax-free withdrawals of your investment earnings in retirement.

Moving from OPT to H1B fundamentally alters your U.S. tax residency, impacting your tax forms, liabilities, and even the income you must report.

Examine the influential fiscal policy of the 1920s, where Andrew Mellon’s tax reduction strategy reshaped the U.S. economy and federal revenue collection.

Learn why the IRS differentiates between intended parents’ medical treatments and surrogate-related payments when determining tax deductions.

Even without a profit, your business has tax obligations. Understand when a return is required and how properly reporting a loss can create a future tax advantage.

Understand your tax obligations for all tip income. This guide clarifies the reporting process to your employer and the IRS for an accurate tax filing.

Expanding your business globally requires a clear understanding of tax obligations. Learn the principles and processes for managing international VAT compliance.

Understand the structure of a Qualified Disability Trust, a financial vehicle designed to manage assets and reduce tax liability for a beneficiary.

Understand the tax framework for your investment portfolio. This guide explains the core principles of IRS Publication 550 for accurate annual reporting.

Ohio taxes capital gains as part of your regular income, unlike the federal system. Understand the state’s specific rules and potential tax adjustments.

Explore the foundational reasons why Tier 1 Railroad Retirement is treated as Social Security and how this equivalency dictates its tax treatment.