Investment and Financial Markets

Learn if your tax refund can be seized for past-due obligations. Understand the different collection rules for government and private debts, and your rights as a joint filer.

The Advanced Premium Tax Credit lowers health insurance costs with monthly payments. Learn how your final income affects this credit and the reconciliation process.

Go beyond tax filing. This guide covers the financial principles and proactive strategies used to legally manage and lower your overall tax liability.

Understand the tax implications of being an Uber driver. This guide clarifies filing thresholds and the process of reporting your net business profit to the IRS.

Understand how to properly withdraw funds from your tax-advantaged savings to meet IRS criteria and preserve the tax-free status of your distribution.

A business loss can provide future tax relief, but the usable net operating loss is a distinct figure governed by specific rules on its calculation and application.

Understand when an overdue tax liability becomes a formal IRS designation. Learn the specific criteria for this status and the pathways to regain compliance.

Learn the systematic approach to finding your TFN. We cover the most efficient ways to retrieve your number and how to prepare for official verification.

As the SALT deduction cap’s 2025 expiration nears, learn how the revival of the AMT and legislative uncertainty could impact your potential tax savings.

Explore the financial mechanics of claiming bonus depreciation for a commercial solar system, from initial basis adjustments to final tax reporting.

Understand the IRS guidelines for funding your Health Savings Account in 2025. This overview covers the rules that govern your contribution strategy and compliance.

Understand Oregon’s unique, income-focused tax system and how it affects financial obligations for individuals and businesses across the state.

Understand the financial implications of provided housing and meals. This guide explains how the value is calculated and when it is considered taxable income.

Understand Florida’s sales tax on clothing. While most apparel is taxed, an annual exemption period provides savings if you know the item and price rules.