Investment and Financial Markets

This guide offers a clear framework for self-employed professionals to integrate cash income into their standard tax reporting obligations.

The decision to shred tax returns is more complex than a single rule. Understand the varying retention periods for different documents and situations.

Understand the financial mechanics of philanthropy. Learn how the structure of your charitable gift, from asset choice to timing, can optimize your tax outcome.

In a contract for deed, the buyer gains property use while the seller retains the title. Learn how this arrangement defines property tax liability for each party.

When you inherit bonds through a trust, it’s a structured process. Learn how these assets are valued, transferred, and reported for tax purposes.

Learn the process for claiming Oregon’s Residential Energy Tax Credit, from determining eligibility and project standards to filing the final paperwork.

Crowdfunding proceeds can have tax consequences. Understand the key distinction between non-taxable gifts and taxable income for accurate tax filing.

Explore how a pivotal Supreme Court tax ruling ensures debt used for tax benefits is fully accounted for when a property is sold, regardless of its market value.

Clarify your U.S. reporting obligations when you have authority over a foreign account, even if you do not have a financial interest in its funds.

Clarifies how the refundable portion of the Child Tax Credit contributes to a tax refund and can be applied to various federal and state debts.

A major shift in tax law requires businesses to capitalize R&E costs, impacting innovation. Learn about the legislative debate and current compliance obligations.

Explore the mechanics of the expired QZAB program, which provided interest-free financing to schools by offering a tax credit to eligible bondholders.

Explore the key financial and operational considerations for hydrogen producers seeking to claim the IRA Section 45V production tax credit.

Homeowners can lower their property tax burden through the homestead exemption, a provision that reduces a home’s assessed value for tax purposes.

Navigate the 1031 exchange process for a vacation home by understanding the IRS’s objective safe harbor tests versus the more subjective alternative.

Trust decanting modernizes a trust, but this flexibility has complex tax considerations that can affect beneficiaries, asset ownership, and a trust’s tax status.