Investment and Financial Markets

Understand IRS Notice CP13, why it was issued, how it affects your tax return, and what steps to take if you agree or disagree with the changes.

Learn what Form 712 is, how it applies to life insurance policies, and when it’s required for tax and estate planning purposes.

Learn how marriage can affect your tax withholding, benefits, and workplace records, and what updates you may need to make with your employer.

Learn how real estate professionals can navigate property taxes, maintain accurate records, and identify key deductions to ensure compliance and efficiency.

Learn practical options for paying taxes late while minimizing penalties and interest, plus strategies to stay compliant and reduce financial strain.

Learn how to accurately report investment income on your taxes, which IRS forms to use, and the steps to ensure compliance while maintaining proper records.

Learn what UCE means on a tax return, why it may show a negative amount, and how it impacts your taxable income and filing process.

Learn about the consequences of not paying the Portland Arts Tax, including potential fees, collection efforts, and its impact on your tax obligations.

Learn how to determine if you paid points on your mortgage by reviewing key documents, understanding fee classifications, and verifying with your lender.

State taxes fund essential public services, from education and healthcare to infrastructure and safety, ensuring communities function effectively.

Understand how nondeductible expenses impact tax basis, the importance of proper documentation, and key considerations for asset sales or disposals.

Understand how state taxes apply to independent contractors, including residency rules, income sourcing, estimated payments, and potential compliance risks.

Learn how to identify a state refund check by understanding its security features, key fields, and official markings to ensure authenticity.

Understand how to interpret Box 14 on your tax forms by reviewing common deduction categories and verifying details with your pay records before filing.

Learn how to manage self-employment taxes efficiently, from tracking income and deductions to estimating payments and choosing the right filing method.

Discover key financial and operational considerations for self-employment, from tax obligations to managing expenses and maintaining financial separation.

Understand when you need to issue a 1099 to a handyman by exploring worker classification, payment thresholds, and IRS requirements.

A CP303 notice indicates a tax balance requiring prompt attention. Learn why it was issued, how to respond effectively, and what to expect if ignored.

Learn which forms and schedules must accompany your VA760 when filing by mail to ensure accurate reporting of income, deductions, and other financial details.