Investment and Financial Markets

This guide helps California nonresidents and part-year residents accurately adjust federal income to meet state tax law using Schedule CA (540NR).

Navigate the tax reporting for nondeductible investment losses. See how to use Form 8949 to accurately adjust the figures provided by your broker.

Federal tax brackets are not static. Explore how recent changes to tax law impact the progressive tax system and how your income is taxed across different rates.

While Washington lacks a general income tax, residents face a distinct mix of other state taxes and must still fulfill their federal tax obligations.

The proposed Accelerating Charitable Efforts Act reforms charitable giving by connecting donor tax deductions to distribution timelines.

Discover how an LLC’s federal tax status shapes its North Carolina tax obligations and learn the essential compliance steps for your business.

Understand Tennessee’s tax landscape for investors following the repeal of the Hall Income Tax, which formerly applied to dividend and interest income.

Understand the regulatory framework for financial transparency in German capital markets, detailing issuer obligations and the structured enforcement process for non-compliance.

Discover how Estonia’s tax system encourages reinvestment by taxing distributed profits and simplifies compliance through a digital-first framework.

Explore the complex trade-off of nonprofit tax exemptions, weighing the intended public good against the real financial implications for taxpayers and communities.

Explore how corporations publicly report their profits, taxes, and operations for each country, providing insight into their global financial footprint.

Gain clarity on the 2024 federal tax system. This guide moves beyond the rates to explain how your taxable income and marginal brackets work together.

Whether a state grant is taxable depends on its specific purpose and governing tax rules. Understand the principles used to determine your final tax responsibility.

The IRS uses automated data matching to ensure all income is reported. Learn about this verification process and the steps to take for an accurate tax return.

The tax treatment of C corp payments to shareholders depends on a precise calculation and application of Earnings & Profits, not retained earnings.

Understand how exercising Stock Appreciation Rights creates taxable income. Learn how this gain is treated as wages, impacting your withholding and W-2 reporting.

For U.S. taxpayers, holding assets overseas involves specific IRS reporting obligations. Understand the rules to ensure accurate disclosure and compliance.

Income isn’t always cash. Learn to identify non-monetary compensation, determine its fair market value, and correctly report it for tax purposes.