Investment and Financial Markets

Gain a clear understanding of Florida’s tax landscape. This guide explains how state and local financial obligations are structured for residents and businesses.

Understand a key tax rule in corporate formations. Explore how transferring liabilities in excess of an asset’s tax basis can result in a recognized gain.

Your required minimum distribution deadline depends on your age and status as an owner or beneficiary. Clarify your specific withdrawal rules and obligations.

Claiming an adult child as a dependent involves more than just age. Understand the key IRS rules for student status, income, and financial support to determine eligibility.

Explore Costa Rica’s tax structure, where your obligations are defined by income’s source, not residency. This guide explains the complete system for individuals and businesses.

Gain clarity on your Kentucky paycheck by understanding the layers of deductions, including the state’s flat tax and distinct local occupational taxes.

Understand the IRS criteria for treating chiropractic care as a deductible medical expense and the process for claiming it when you file your taxes.

Clarify the correct tax procedure for your situation. Learn whether you need more time to file an accurate return or if you need to fix a previously filed one.

Gain clarity on Oregon’s underpayment penalty. Understand the state’s pay-as-you-go tax rules and the available options if you have been assessed.

Taking an early distribution from a SIMPLE IRA has distinct tax implications. Learn how the timing of your withdrawal affects penalties and what options may be available.

Explore the principles and methods for substantiating your business’s innovative activities to successfully claim the R&D tax credit.

Explore SSTS No. 1, the ethical framework guiding CPAs in balancing client advocacy with the professional standards required for recommending tax positions.

Understand how Kentucky’s homestead exemption reduces your property’s assessed value, providing a tax reduction for qualifying senior and disabled homeowners.

Navigate the tax compliance obligations for a foreign disregarded entity. This guide covers the essential reporting requirements and filing process for U.S. owners.

Explore how specific tax regulations align expense deductions with income generation for certain farm business structures, affecting cash flow and tax planning.