Investment and Financial Markets

Gain insight into the IRS’s internal standards for penalty forgiveness. This guide explains the criteria agents use to evaluate a taxpayer’s request for abatement.

Managing an inherited IRA involves specific IRS regulations. Your withdrawal timeline and tax treatment depend on your unique circumstances as a beneficiary.

Learn why a company has one legal home state and the correct process for authorizing your business to operate in others, including the compliance obligations that follow.

Gain clarity on the GILTI tax regime. This guide explains the core mechanics impacting U.S. shareholders of foreign corporations and their compliance obligations.

Learn how Rev Proc 2023-08 provides procedural guidance for taxpayers adapting to new R&E expenditure rules requiring capitalization and amortization.

Deducting legal fees in California involves navigating different state and federal tax rules. Learn how the purpose of your expense determines its deductibility.

Using a Dependent Care FSA for a babysitter is possible. Reimbursement depends on key IRS rules for your work, your dependent, and your chosen care provider.

Learn the strategic framework for using the Section 1202 exclusion to potentially eliminate federal capital gains tax on long-term small business investments.

Legitimate businesses can be implicated in VAT fraud schemes. Understand the transactional patterns and due diligence needed to protect your input tax claims.

Transfer pricing is a legal business practice, not a crime. This overview explains the regulatory principles that separate compliant accounting from costly tax risks.

Explore the flow of tax deductions in a partnership, from business-level write-offs to the specific rules governing how partners report expenses and losses.

Understand the critical tax implications of your company stock throughout the IPO process to properly manage your financial outcome from this liquidity event.

Understand how an earnout’s structure dictates tax outcomes for buyers and sellers, influencing when income is recognized and how payments are characterized.

Find the right way to get your 2020 tax documents. This guide clarifies the process, helping you choose the correct record type and retrieval method for your needs.

Discover the formal process of a Collection Due Process hearing, a taxpayer’s opportunity to appeal an IRS collection action and negotiate a resolution.

Yes, you can still file your taxes. Learn the essential steps for submitting a late return to limit potential penalties or claim an outstanding refund.