Investment and Financial Markets

Understand the distinct tax system of American Samoa, where residency status determines how individuals and businesses report income to local and U.S. authorities.

Understand the IRS framework for employee expense reimbursements and how proper documentation can prevent these payments from being treated as taxable income.

Learn the procedural steps for handling an incorrect W-2, from notifying your employer to your options for filing an accurate tax return on time.

Maintaining your Real Estate Professional status in an IRS audit depends on understanding nuanced rules and providing precise, detailed evidence of your activities.

Selling stock from an ESPP involves unique tax rules. Learn how to properly account for your discount and adjust your cost basis for accurate IRS reporting.

U.S. tax treaties provide a clear set of rules for taxing cross-border income, helping individuals and businesses avoid double taxation and manage global tax liabilities.

Explore the IRS’s framework for identifying tax strategies that lack genuine economic purpose and the resulting compliance obligations for taxpayers.

Understand California’s distinct method for taxing capital gains. Learn how investment profits are calculated and integrated with your state income tax liability.

A CPA’s duty for client records involves a nuanced framework that balances professional obligations, fee disputes, and superseding state-level regulations.

Navigate IRA contribution and deduction rules. Your income, filing status, and workplace retirement plan coverage determine your eligibility for Roth and Traditional IRAs.

Receiving a foreign inheritance involves a multi-step financial process. Learn about the necessary compliance and logistical actions to manage your funds.

Decode the HSA information on your W-2. Learn how payroll and direct contributions affect your tax return and how to report them accurately.

Determine your entity’s correct Common Reporting Standard classification. Our guide clarifies the key criteria and resulting compliance obligations.

Examine the process of assigning acquisition debt to a subsidiary, navigating the critical interplay between financial reporting and tax regulations.

Understand how tax-exempt bonds provide low-cost capital for public-benefit projects, covering the full lifecycle from qualification to ongoing compliance.

Explore the mechanics of Bermuda’s new corporate income tax, a structured response to global tax initiatives affecting large multinational enterprise groups.

Guidance for loss corporations on the necessary tax return disclosures following an ownership change to properly support the ongoing use of NOLs.