Investment and Financial Markets

ESPP contributions are made with after-tax dollars. The important tax considerations arise when you sell, requiring a specific cost basis calculation.

Learn how an Iowa solar installation can reduce your state tax bill. This guide clarifies the complete process for securing this valuable state incentive.

For independent contractors, sales tax obligations are complex. Learn how your offerings, sales locations, and state laws determine your responsibility.

Forgot a W-2 on a filed tax return? Understand the IRS income verification process and the correct way to provide the missing information for an accurate return.

Understand how a car trade-in impacts your sales tax calculation and learn about other financial considerations that can affect your final transaction price.

For U.S. citizens employed by foreign governments abroad, understand how U.S. tax law applies and what relief provisions may be available for your income.

Learn how Rev. Rul. 82-23 determines that pay from the U.S. government is U.S. source income, even when earned abroad, affecting tax filing for expats.

IRS Revenue Ruling 82-53 clarifies tax implications for payments to a deceased employee’s heirs by analyzing the corporation’s primary intent.

An Advance Pricing Agreement is a proactive tool for managing transfer pricing risk by establishing a formal, long-term understanding with tax authorities.

Effective investing involves more than just market returns. Discover how thoughtful financial planning can help minimize tax liability and improve your overall wealth.

Qualifying for the retirement Saver’s Credit involves more than just your income. Learn the complete set of rules to determine if you can claim this tax benefit.

Your vehicle “lease” may be considered a purchase by the IRS. Understand the critical distinctions in your agreement to ensure you claim the correct deduction.

Understand Form 8879, the official declaration authorizing a tax professional to e-file your return after you have reviewed and approved its accuracy.

New York’s LLC Transparency Act creates a new standard for business compliance by requiring the public disclosure of beneficial ownership information.