Investment and Financial Markets

This guide provides a structured approach to evaluating tax uncertainties, helping your business improve compliance and integrate tax considerations into strategy.

Understand the essential IRS rules from Notice 2016-16 for offering a QSEHRA, including the operational and compliance duties for small employers.

Learn how the Maine standard deduction works to reduce your taxable income. This guide covers the key calculations and considerations for your state tax return.

Understand Colorado’s automatic tax filing extension. This guide clarifies the payment process and requirements needed to validate your extension if you owe.

Understand the necessary steps and system requirements for electronically filing Form 966 to notify the IRS of a corporate liquidation or dissolution.

Understand the IRS rules for substantiating your vehicle use to properly calculate and report this valuable deduction on your tax return.

A federal tax credit can make a new heat pump more affordable. This guide clarifies the rules and paperwork involved in securing this home energy incentive.

Understand the complete electronic filing process for Form 990-PF, from initial preparation to final IRS confirmation, ensuring your foundation’s compliance.

Understand the tax reporting for an installment sale. This guide explains the process for correctly allocating your gain over several years using Form 6252.

Tax rules for minors are based on income, not age. Learn what determines if a dependent must file a return and the circumstances where filing is a good idea.

Understand the tax implications of a totaled car. Recent law changes suspended most personal loss deductions, but specific conditions may still allow for a claim.

Structuring a loan to a family member involves more than a handshake. Learn how to formalize the arrangement to satisfy legal and tax requirements.

Navigate the rules of the marital deduction to properly value transfers to a surviving spouse and defer estate tax. Learn how property interests affect the calculation.

Explore the specific IRS rules and timelines for converting a 1031 exchange investment property into your primary residence to preserve tax benefits.

Demonstrating ‘ordinary business care and prudence’ is key to waiving late Form 990 penalties. This guide clarifies the IRS standard for reasonable cause.

The IRS session method provides a clear framework for calculating net gambling results, helping you maintain accurate records and ensure proper tax compliance.