Investment and Financial Markets

Learn the proper procedure for reporting suspected VAT fraud. Our guide helps you compile the necessary details for an effective report to tax authorities.

Explore how the US-Ireland tax treaty allocates taxing rights on cross-border income, clarifying your responsibilities and potential relief from double taxation.

Understand the Section 1202 gain exclusion beyond its well-known $10 million cap. Discover how the limit’s structure allows for greater tax savings.

Explore the accounting framework for payroll taxes, from correctly structuring your books to verifying your records for accurate financial reporting.

Explore how an EIN is tied to the individual owner, not the business name, allowing sole proprietors to operate multiple ventures under one tax ID.

Diversify your investments by exchanging one property for multiple. This guide explains the financial and procedural rules for a fully tax-deferred transaction.

This overview explains the regulations governing ESOP diversification, helping participants understand their options for managing concentrated stock positions.

Understand which paycheck deductions are within your control. Learn how your elective contributions for benefits and savings are processed and impact your take-home pay.

Explore how IRC 2632 governs GST exemption allocation, detailing the impact of default rules versus proactive planning on wealth transfer strategy.

Learn the tax implications of your equity compensation. Understand how your shares are treated as both income and as an investment for tax purposes.

Receiving two W-2s from a single employer often reflects a mid-year business change. Learn how to interpret these forms for accurate tax filing.

Learn how Greek inheritance tax liability is determined by the heir’s family connection, residency status, and where the inherited assets are located.

See how your federal return provides the foundation for your California tax filing and why state-level adjustments are essential for an accurate return.

Your federal tax return is just the starting point for your California filing. Discover how state-specific adjustments can alter your final tax liability.

A guide to the financial mechanics of a 1031 exchange, detailing how to structure your reinvestment to meet the requirements for full tax deferral.

Understand the analysis that determines if a payment to a surviving spouse is a tax-free gift or taxable income, a distinction with separate tax outcomes.