Investment and Financial Markets

Clarify the professional standards and procedures for becoming an Authorized IRS e-file Provider and maintaining program compliance.

Properly structuring a loan between related parties is crucial for its legal and financial recognition. Learn the key components of a valid agreement.

Discover the IRS administrative procedure that grants automatic consent for certain tax accounting method changes, streamlining compliance and reporting.

Federal tax deposits once required paper coupons like Form 8109. Learn about the transition to the current mandatory electronic payment system for businesses.

Navigate the federal and state tax provisions designed to provide financial relief for Floridians recovering from the impact of a hurricane.

A disallowed claim is a formal decision, not necessarily the end of the process. Understand how to interpret the notice and prepare an effective response.

Learn the standards for a financial hardship exemption, including the types of events that qualify and the documentation needed for an application.

Understand the financial consequences of a lottery win for your Social Security. The impact differs based on whether your benefits are from work history or need.

Gaining tax-exempt status for a booster club requires proper organizational setup and ongoing compliance. Learn the steps to formalize your group with the IRS.

Properly deducting business meals can lower your tax bill. Learn the essential IRS standards and documentation practices for self-employed professionals.

While both offer liability protection, the terms ‘organized’ and ‘incorporated’ signal key differences in how a business is structured, governed, and maintained.

If you move abroad or return to the U.S. mid-year, learn how to correctly prorate the Foreign Earned Income Exclusion and understand its impact on your tax bracket.

Learn the specific tax rules for deducting art. This guide covers how art can be treated as a depreciable business asset or a valued charitable contribution.

Explore the financial framework for depreciating a shipping container, including how its purpose dictates available tax deduction strategies.

Learn who is legally responsible for providing your W-2 and what official recourse you have to ensure you can file your taxes accurately and on time.

A large dividend payment carries specific tax implications. Learn how these rules affect a corporation’s stock basis and an individual’s applicable tax rate.

Learn about IRS Form 8918, the disclosure statement for advisors. Understand the reporting obligations and compliance process for specific transactions.

A clear overview of Puerto Rico’s distinct tax structure for residents, explaining the principles behind calculating your individual income tax.

Understand how U.S. tax law prevents redundant filings for foreign assets and clarifies separate international reporting duties for taxpayers.

Learn the essential tax considerations for selling intangible assets. Discover how asset classification and acquisition method impact your final tax liability.