Investment and Financial Markets

Understand how 401(k) contributions impact earned income classification, tax withholding, and reporting requirements for employees and the self-employed.

Understand when Airbnb collects sales tax and when hosts are responsible, plus key differences between sales and occupancy taxes for proper compliance.

Understand Lancaster, Ohio city tax requirements, including residency rules, taxable income, filing obligations, and how local taxes may apply to you.

Understand how guaranteed payments work in LLCs and partnerships, their tax implications, and key considerations for structuring and documenting them properly.

Learn what to expect when receiving a California tax refund check, including envelope details, delivery timelines, verification steps, and potential delays.

Learn how to accurately report investment income using the T5008 form, understand key details on the slip, and ensure proper tax documentation.

Understand how pandemic unemployment benefits impact your taxes, including federal and state obligations, reporting requirements, and potential penalties.

Understand the tax implications of living in Pennsylvania and working in Ohio, including residency rules, reciprocity agreements, and filing requirements.

Learn how the small business exception allows eligible businesses to expense inventory, key accounting considerations, and compliance requirements.

Learn the key factors for establishing Maine residency, from domicile and tax filing to financial consistency and legal documentation updates.

Learn how state residency rules impact your income tax obligations and what to consider when living and working in different states.

Learn how housing allowances support employees with living costs, how they’re calculated, and key tax considerations for employers and workers.

Learn how filing status and support contributions impact your ability to claim your child as a dependent, even if they’ve filed their own tax return.

Learn how the US-Canada Totalization Agreement affects Social Security coverage, tax obligations, and filing requirements for individuals working across borders.

Understand how Eventbrite reports earnings, accounts for fees, and what to check when reconciling your 1099 form for accurate tax filing.

Learn when you can claim the adoption tax credit for a failed adoption, which expenses qualify, and how to properly document costs for eligibility.

Learn how to file Pennsylvania taxes online, understand key requirements, and get answers to common questions about payments, refunds, and extensions.

Understand how federal taxes apply to military retirement income, including taxable portions, withholding options, and key differences for disability pay.

Learn how to access your PNC mortgage tax statement, understand key details on the form, and ensure accurate reporting for your tax filing.

Learn when babysitting income is taxable, how to track earnings, potential deductions, and the importance of proper reporting to avoid penalties.