Investment and Financial Markets

Learn how tax agencies identify unreported income, the consequences of non-disclosure, and the distinction between accidental and intentional omissions.

Understand how different types of income are taxed, which payments may be excluded, and how to keep accurate records for compliance with IRS guidelines.

Understand how IRC 723 governs the basis of property contributed to a partnership, its impact on partners, and key considerations for tax compliance.

Learn how to qualify for the Foreign Earned Income Exclusion, meet IRS requirements, and optimize tax benefits while living and working abroad.

Learn how to accurately file Form 1120-REIT, navigate deductions, report shareholder information, and meet tax obligations for Real Estate Investment Trusts.

Understand the tax implications and reporting requirements of a cashless warrant exercise, including income classification, withholding, and state-level considerations.

Learn how IRS Publication 901 explains U.S. tax treaties, including eligibility, withholding rates, and filing requirements for foreign individuals and businesses.

Colonists opposed taxation without representation because it raised concerns about fiscal fairness, government accountability, and economic impacts.

Understand the key rules for employer HSA contributions, including compliance requirements, mid-year adjustments, and how to avoid excess contributions.

Learn how to navigate business expense deductions, distinguish costs, and maintain proper records to ensure compliance with IRS guidelines.

Learn how to file a BBA partnership amended return, including key requirements, necessary forms, and steps for accurate submission and tracking.

Learn how to correctly file IRS Form 8027, ensure accurate tip income reporting, and maintain compliance with recordkeeping and allocation requirements.

Understand how Coinbase reports to the IRS, which tax forms may apply to you, and how to properly document transactions to meet reporting requirements.

Understand how electric golf carts fit into federal and state tax credit programs, including eligibility criteria and classification factors.

Understand how employer contributions to accident and health coverage are treated under IRC 106, including tax exclusions, deductions, and reporting rules.

Explore how minimum present value segment rates influence pension plan calculations, funding obligations, and regulatory compliance for plan sponsors.

Explore key provisions of the U.S.-Luxembourg tax treaty, including tax residency rules, withholding rates, and measures to prevent double taxation.

Understand the education and renewal requirements for maintaining a Preparer Tax Identification Number (PTIN) as a tax professional.