Investment and Financial Markets

Understand the role of an IRS 3504 pay agent in managing employment taxes and the distinct legal structure of shared liability this creates for an employer.

Understand your plan’s PCORI fee obligations. Our guide provides clarity on the IRS requirements to help plan sponsors ensure accurate compliance.

Explore the compliance obligations under IRS Notice 2004-23, which defines a specific S Corp arrangement as a listed transaction requiring disclosure.

Rev. Rul. 84-111 provides flexibility in partnership incorporations, allowing the chosen transactional path to determine crucial, long-term tax characteristics.

The SECURE 2.0 Act refines retirement planning with key changes to savings incentives, distribution rules, and employer plan features.

A federal tax lien is subject to a statutory time limit, but its actual duration is impacted by specific actions and procedural rules that can alter the timeline.

For TN visa holders, U.S. tax obligations depend on more than just income. Understand how your ties to your home country define your filing requirements.

Understand the mechanics of Qualified Opportunity Funds, a program for investors to reinvest capital gains for unique, long-term tax advantages.

Understand how mandatory withholdings and voluntary deductions are calculated on a Pennsylvania paycheck to determine your actual take-home pay.

Learn how Georgia’s age-based retirement income exclusion can lower or eliminate state tax liability on military pensions and other qualified income.

The tax advantages of municipal bonds have key distinctions. Explore the tax treatment of gains when selling a muni, a crucial detail beyond tax-exempt interest.

Adding a spouse to your home’s deed changes its financial profile. Learn how this affects the property’s tax treatment during a sale or for a surviving spouse.

A Chapter 13 repayment plan requires court approval based on specific legal standards. Learn how these rules ensure a plan is both viable and treats creditors fairly.

Tax law changes eliminated personal exemptions, shifting how families reduce their taxable income. Learn how the current system of deductions and credits works.

Clarifies the core principles of the US-Colombia tax agreement, guiding residents and businesses through the key requirements for securing treaty benefits.

Form 1059 addresses the tax implications for a corporation receiving a large dividend, which requires adjusting the stock’s basis instead of immediate taxation.

Understand the various tax benefits available to educators. This guide covers key federal and state provisions that can help lower your taxable income.

Learn how a specific IRS income figure determines your eligibility for tax benefits and how it differs from the calculation for your taxable income.