Investment and Financial Markets

Understand the rules, tax implications, and exceptions for using your 403(b) savings to cover college expenses while avoiding unnecessary penalties.

Learn how to address late FBAR filings, explore disclosure options, and understand the steps to comply with reporting requirements for past years.

Explore how rolling a HELOC into a mortgage works, key refinancing factors to consider, and potential tax implications for interest deductions.

Learn how to navigate tax filing with a foreign spouse, including eligibility, residency rules, identification requirements, and key steps for a smooth process.

Learn how business activity codes impact California tax filings, how to find the right code for your industry, and the differences between state and federal classifications.

Understand the tax and payment rules when compensating a family member for child care, including tax credits, reporting requirements, and potential obligations.

Understand the CA K-1 form, how it differs from the federal version, and its role in reporting state-specific tax information for pass-through entities.

Learn how FSA rules apply to parental care expenses, including eligibility criteria, allowable costs, and reimbursement guidelines.

Learn how to properly claim tax deductions for food bank donations, including eligibility, valuation, and documentation requirements.

Learn how to pay federal estimated taxes online, explore payment options, set up an account, manage schedules, and keep accurate records.

Discover how refundable tax credits and withholding adjustments can sometimes result in a tax refund larger than what you originally paid in.

Explore whether a company can be classified as an independent contractor, key legal and financial considerations, and how classification impacts business operations.

Understand when a spouse can file taxes without your signature, how to address unauthorized filings, and the steps to correct tax return issues.

Learn how to request a tax extension on deadline day, the methods available, potential delays, and what to do after filing to ensure your request is accepted.

Learn how to request a tax extension online at no cost, what documents you need, and how to manage payments if you don’t qualify for free filing.

Learn when and how to file a second amended tax return, what documents you’ll need, and how to track its status with the IRS.

Learn how to make partial payments to the IRS, set up an installment plan, explore payment options, and understand potential penalties for missed payments.

Learn how out-of-pocket medical expenses may qualify for tax deductions, how insurance reimbursements impact claims, and the importance of proper recordkeeping.