Investment and Financial Markets

Understand the STD deduction on your paycheck. Learn how paying this premium for short-term disability coverage impacts whether your future benefits are taxed.

Navigate the specific IRS rules for deducting a loss on your main home. Learn how tax law translates property damage into a potential itemized deduction.

For tax purposes, the distinction between active and passive involvement is critical. Learn how your participation level dictates the tax treatment of income and losses.

For S Corp shareholders, this guide explains how Form K-1 translates business activity into the specific figures needed for your personal tax return.

Paying for care for a child or dependent so you can work? This guide clarifies the details behind turning those necessary expenses into a valuable tax reduction.

Clarify your S corp’s Schedule M-2 filing duty. Learn how financial thresholds and account activity determine the tax treatment of shareholder distributions.

An accurate tax return depends on getting the details right. This guide reviews frequent yet subtle mistakes to help you file correctly and avoid delays.

Navigate the tax rules for charitable cash donations. Our guide explains the process for ensuring your generosity correctly translates into a tax deduction.

Navigate Section 721(c) rules for U.S. persons contributing property to partnerships with related foreign partners to ensure proper gain deferral.

Understand the US-Italy tax treaty’s provisions for applying correct withholding rates to avoid double taxation on cross-border income payments.

Navigate the process of titling a vehicle in North Dakota, including how the one-time excise tax is determined and what is required for a successful transfer.

Explore the interplay between US and Israeli tax systems under the bilateral treaty, which clarifies taxing rights and prevents double taxation on income.

Discover the Unlimited Liability Corporation, a Canadian corporate structure where shareholders accept personal liability for distinct U.S. tax planning advantages.

Section 863 provides rules for apportioning income from activities that span U.S. and foreign locations, a crucial calculation for tax credits and obligations.

A guide to the SEC’s risk monitoring framework for broker-dealers and their affiliates as implemented through the Form 17-H filing process.

This guide provides clarity on IRS Form 4549, detailing how to interpret a proposed tax assessment and navigate the formal post-audit process.