Investment and Financial Markets

Understand the key factors your business should consider before lending money to another company, from legal requirements to financial implications.

Learn how the tax services referral program works, including eligibility, earning rewards, sharing referrals, and redeeming benefits efficiently.

Understand how state and local sales tax rates combine, what transactions are taxable, and how exemptions impact the total rate you pay or collect.

Learn how the self-employment tax deduction works, how it affects your taxable income, and where to report it on your tax return.

Understand how a temporary move affects your state taxes, residency status, and filing requirements while ensuring compliance and maximizing potential tax benefits.

Learn how to determine or estimate the cost basis of investments when records are missing, ensuring accurate tax reporting and compliance.

Learn when you need a new EIN, when your existing one remains valid, and how to verify or replace it for compliance with IRS requirements.

Learn how real estate agents can navigate tax deductions for vehicle purchases, including key methods, documentation requirements, and IRS guidelines.

Learn how casualty loss deductions work for rental properties, including eligibility, calculations, insurance impact, and tax reporting requirements.

Learn when you may need to repay Covered California subsidies, how income and family changes affect eligibility, and what exemptions might apply.

Understand how short-term rental losses may offset ordinary income based on tax classification, participation level, and applicable deduction limits.

Learn why your Wells Fargo 1099-INT form may not be available online and explore steps to confirm delivery preferences, access options, and request copies.

Learn which education expenses may be tax-deductible, what costs don’t qualify, and the key factors that determine eligibility for potential savings.

Learn how the mileage deduction rate is determined, what factors influence it, and how to calculate eligible deductions for different types of travel.

Learn how a Wage and Income Transcript can help with tax filing, its limitations, and how to ensure accuracy when using it to report income.

Learn the key factors that determine if you can claim your brother as a dependent, including financial support, residency, and tax filing implications.

Learn how to securely access your tax return online, verify your identity, and retrieve past filings through official platforms and alternative request methods.

Learn how wash sales impact your tax reporting, affect capital loss deductions, and require cost basis adjustments to stay compliant with IRS rules.