Investment and Financial Markets

Learn how to navigate the IR TCC application process for IRS e-filing, from account setup to submission, and ensure ongoing compliance with IRS requirements.

Understand key tax rules for life insurance, including exclusions, transfers, and employer-owned policies, to navigate benefits and compliance effectively.

Learn how IRS Notice 1450 guides the process of removing a federal tax lien, including payment requirements, documentation, and steps for tracking progress.

Learn how IRC 6166 allows eligible estates to defer federal estate tax payments, the requirements for qualification, and key administrative considerations.

Understand how holding companies are taxed, including domestic and international considerations, dividend impacts, and key regulatory factors.

Understand how interest accrues on tax underpayments under IRC 6601, including rate calculations, payment adjustments, and interactions with penalties.

Understand how syndication expenses are classified, allocated, and reported for tax purposes, including key distinctions between deductible and capitalized costs.

Learn which solar installation costs qualify for tax credits, how to document expenses, and key rules for homeowners and rental properties.

Understand how military retirement pay is treated in divorce settlements, including legal classifications, state variations, and tax implications.

Understanding Section 280E is essential for businesses handling controlled substances, as it limits deductions and impacts tax liability. Learn how to navigate its challenges.

Explore the origins of taxation and how its development over time influenced governance, resource management, and collective societal responsibilities.

Learn how qualified mortgage insurance premiums impact tax deductions, eligibility criteria, and key requirements for homeowners and borrowers.

Understand how Section 385 impacts the classification of corporate debt and equity, including key factors, documentation requirements, and recharacterization.

Learn when and how to file a refund trace, what documents you need, how to track your request, and what outcomes to expect during the process.

Learn how to accurately complete Form 8938, understand reporting thresholds, and avoid common mistakes when disclosing foreign financial assets.

Understand IRS rules for car donations, including deduction limits, documentation requirements, and how the charity’s use affects your tax benefits.

Learn how to claim a FICA tax refund, correct overpayments, and navigate filing methods to ensure accurate withholding and avoid common mistakes.

Understand how IRC 117 defines qualified scholarships, their tax implications, and how they interact with other education benefits and reporting requirements.

Learn how a 1034 exchange allows homeowners to defer capital gains taxes when replacing a primary residence and the key rules that determine eligibility.

Understand Mexico’s VAT system, including compliance requirements, invoicing rules, and filing deadlines to help your business meet tax obligations efficiently.