Investment and Financial Markets

Understand Brazil’s IRRF, the tax withheld at the source of payment. Learn its function as a tax credit for residents and a final tax for many non-resident payments.

As an international student in the U.S., your tax obligations depend on several unique factors. Learn how to correctly determine what you owe and navigate the filing process.

Understand the current financial landscape for going solar in California. This guide details the combination of tax benefits and programs that reduce installation costs.

Navigate the tax requirements of selling your home in Rhode Island. Learn how federal guidelines and state tax law combine to determine your total obligation.

A professional guide to IRS Pub 1167. Understand the technical specifications and procedural requirements for creating compliant substitute tax forms.

Learn how Minnesota’s 2024 progressive tax structure works. This guide details the calculation process and key state-specific rules for your tax return.

Your Goodwill donations have value beyond charity. Learn the correct approach for substantiating your noncash contributions for an accurate tax deduction.

Understand the details of your retirement plan distributions with Form 1099-R. This guide helps you accurately report income and rollovers on your tax return.

Learn about the discontinuation of IRS Form 1040-A following tax law changes and how the current universal Form 1040 system now serves all filers.

Understand your business’s sales tax responsibilities in Pennsylvania and the proper procedures for reporting and remitting funds to the state.

Structuring an installment sale for closely held stock offers tax deferral but involves precise gain calculations and adherence to specific IRS transaction rules.

Understand how retaining control over assets transferred during life can cause their value to be included in your taxable estate under federal tax rules.

Deducting mileage for a charity is a non-cash contribution. Understand the IRS rules for substantiating and reporting this itemized deduction for 2024.

Understand the legal framework that allows the IRS to levy a 401k for back taxes and the procedural steps you can take to protect your retirement funds.

Inheriting an IRA means following specific IRS guidelines. Learn how your relationship to the owner affects your withdrawal timeline and tax obligations.

Understand the SEC’s practical guidance in SAB 118, a time-bound framework for navigating the significant accounting effects of the Tax Cuts and Jobs Act.