Investment and Financial Markets

Understand how the sales tax audit statute of limitations affects recordkeeping, compliance, and potential extensions for unreported amounts.

Understand the key steps to selling ESPP shares after leaving a company, including transfer requirements, tax considerations, and brokerage setup.

Understand the tax implications of selling a home used for business, including basis adjustments, depreciation recapture, and reporting requirements.

Understand how sales tax applies to rent, including key differences by property type and location, compliance requirements, and potential tax obligations.

Learn the documentation and appraisal requirements for noncash donations over $5,000 to ensure compliance and maintain eligibility for tax deductions.

Learn where to access Form PA-8879, how to complete it for state e-filing or mailing, and the best practices for submission and record-keeping.

Learn how to assess your work-from-home expenses, calculate deductions accurately, and maintain proper records to stay compliant with tax requirements.

Learn who needs to file Form 1120S, how it impacts S corporation taxes, and what shareholders should know about distributions and reporting requirements.

Learn how to navigate Florida sales tax filing, from registration to compliance, ensuring accurate reporting and avoiding common filing mistakes.

Learn when the IRS pays interest on amended returns, how it’s calculated, and what factors affect the timing and amount of your refund.

Learn how to handle tax disputes when the other parent claims your child. Understand IRS rules, resolution steps, and how to protect your filing rights.

Learn how Schedule A Line 5d applies to state and local tax deductions, how the $10,000 limit works, and what it means for your tax return.

Learn what LTR 105C means, why you received it, and how to respond effectively while managing potential tax adjustments and documentation requirements.

Understand when gain is recaptured as ordinary income, how different asset types trigger recapture, and key tax reporting considerations.

IRS Letter 3064C requests additional information to resolve a tax issue. Learn why you received it and how to respond effectively to avoid delays.

Understand how Illinois taxes Roth conversions on retirement accounts, how it differs from federal rules, and key factors to consider for accurate state filings.

Learn how to accurately complete Schedule M1LTI to claim the Minnesota Long-Term Care Insurance Credit, including eligibility, reporting, and documentation.

Understand whether unused Dependent Care FSA funds roll over, key deadlines, and employer-specific policies that may impact your benefits.