Investment and Financial Markets

Earning $100k doesn’t determine your tax refund. The result depends on the balance between the tax you paid throughout the year and your final tax obligation.

Successfully file Form 8908 for the Energy Efficient Home Credit. Our guide clarifies the necessary preparations and procedures for eligible contractors.

Claiming the federal tax credit for window film involves specific rules. Our guide details the financial qualifications and documentation needed for your tax filing.

Effectively manage a key business expense by understanding the tax rules for vehicle use. Learn to properly document and claim your real estate mileage deduction.

A random IRS audit is often for data collection, not a sign of wrongdoing. Learn how the process works, from the initial notice to the final resolution.

Learn how the 810/15 nomination allows non-doms to satisfy the UK’s Remittance Basis Charge using foreign income without a further tax liability.

Understand Puerto Rico’s Form 480.6a, the informative return for reporting service payments and managing mandatory income tax withholding obligations.

Understand the distinction in dividend timing for tax purposes. A dividend becomes taxable income not when a company declares it, but when it is paid to you.

An EIN formalizes an estate for financial and tax purposes. Learn the requirements and procedures for securing this necessary federal tax ID.

This guide details the requirements and procedures homeowners must follow to claim the federal tax credit for a high-efficiency mini-split installation.

Code R on a 1099-R indicates a return of an excess retirement contribution, which has specific tax consequences for both the principal and earnings.

Obtaining an EIN is a required first step before seeking 501(c)(3) status. Learn how this number functions as your nonprofit’s foundational identifier with the IRS.

Ensure your business meets its ACA reporting obligations. Understand the complete IRS submission process and timeline for the essential Form 1094-C.

Understand the tax principles behind commuter benefits and why IRS rules prevent cash refunds, impacting how you can use or retain your remaining balance.

An objective analysis of competing tax policy proposals, detailing how each candidate’s vision could affect the financial outlook for families and businesses.

Learn how to properly structure an aircraft leaseback to achieve tax benefits by meeting complex federal and state compliance and recordkeeping requirements.