Investment and Financial Markets

An LLC’s federal tax classification dictates how to complete Form W-9. Clarify which name, TIN, and business type to use based on your specific tax status.

Learn how intercompany loans are used as a tax strategy to shift profits and the key regulatory limitations that impact interest expense deductions.

Understand the IRS CP2100A notice, a request to correct payee data. This guide outlines the required response to ensure accurate information reporting.

This guide provides a clear path through the multi-step process of reporting Texas sales tax, helping businesses ensure accurate and timely compliance.

The taxability of your income often depends on its source and purpose. Explore the principles that define which types of payments are not taxable by the IRS.

Learn the correct process for obtaining a W-2 from a former employer and understand your options for filing taxes accurately if it doesn’t arrive.

Explore how strategic giving from retirement accounts can provide tax advantages, helping you integrate your philanthropic goals with your financial and estate planning.

Navigate the requirements for securing a homestead exemption. This guide clarifies the official process for homeowners looking to lower their annual property tax.

Discover how a surviving spouse can utilize their deceased partner’s unused federal estate tax exclusion to protect assets through the principle of portability.

Understand the key factors that determine the tax consequences of an IRA distribution, from the timing of the withdrawal to the nature of the funds.

Preserving a legal claim in Washington depends on correctly timing the initial steps. Understand the procedural rules that link these actions together.

Navigate the property tax process with confidence. This guide covers the essential actions and verification steps for a smooth and accurate payment.

Explore the balance between government transparency and legal confidentiality defined by California’s CPC 6110, which governs public access to legal advice.

Learn how a SIMPLE IRA non-elective contribution works, from its fixed 2% rate for all employees to its impact on a small business’s finances.

Navigate the requirements for the California New Employment Credit. This guide provides a clear path for businesses to secure this state tax incentive.

Made an error on a past Form 941? Learn the formal IRS process for amending your return with Form 941-X, whether it results in a refund or a balance due.

Understand the tax implications of your investment portfolio. Our guide breaks down the essential rules from IRS Pub. 550 for accurate reporting.

Revenue Ruling 82-74 offers a method for accrual taxpayers to defer advance payments for services, aligning income reporting with service completion.