Investment and Financial Markets

Understand the tax rules for claiming dependents, including how residency, financial support, and custody impact whether grandparents can claim your child.

Learn how to request an extension for a 1099 tax form, key steps to follow, and important considerations to avoid potential late filing penalties.

Understand how union dues are treated under New Jersey tax laws, which payments may be deductible, and what documentation is needed for accurate reporting.

Understand how lease classification and tax ownership impact depreciation eligibility for leased equipment and what it means for your tax strategy.

Learn how your 17-year-old’s eligibility for the Child Tax Credit is determined, including income limits, dependent status, and potential partial credits.

Learn how energy-efficient appliance tax credits work, who qualifies, and what documentation you need to maximize potential savings on your tax return.

Learn the key steps to establish an S Corp in New York, from registration to tax compliance, ensuring your business meets legal and operational requirements.

Learn when land improvements qualify for Section 179, which enhancements may be eligible, and the steps to properly claim this tax deduction.

Learn how Missouri car buyers can include sales tax in their auto loan, how it affects monthly payments, and the steps required for registration.

Learn what to do if your employer didn’t withhold CA OASDI taxes, how to address potential errors, and the steps to correct or adjust your tax records.

Learn how grandparents can contribute to a 529 plan, potential tax benefits, and key rules to consider for gifting, estate planning, and account control.

Learn when and how you can amend your tax return from Married Filing Separately to Jointly, including key requirements, deadlines, and potential tax impacts.

Learn how spouses can establish residency in different states for tax purposes, the potential benefits and challenges, and key factors to consider.

Avoid common mistakes when filing California Form 592. Learn key requirements, recent updates, and how to prevent rejection for a smoother submission process.

Learn whether job search expenses are tax-deductible, which costs qualify, and how to keep proper records to ensure compliance with IRS guidelines.

Learn how different tax deductions and credits may apply to your home, from mortgage interest to energy improvements, and what rules affect eligibility.

Understand how capital gains may be allocated between spouses based on ownership structures, tax filing status, and proper documentation.

Learn how to identify and correct multiple years of excess Roth IRA contributions while minimizing penalties and maintaining accurate financial records.

Understand how HSA refunds, taxes, and contributions work, including options for excess contributions, withdrawals, and proper recordkeeping.