Investment and Financial Markets

Your quarterly tax filing might need more than just Form 941. Learn how your deposit frequency or business structure affects your IRS reporting obligations.

Explore key Supreme Court decisions that clarify the government’s taxing authority and establish the foundational principles guiding modern U.S. tax policy.

For remote workers, New Jersey tax obligations depend on more than just residency. Understand how your work arrangement impacts your state tax liability.

The distinction between a 1099 contractor and a W-2 employee shapes the financial obligations and legal standing for both workers and the businesses they serve.

Examine the legal foundation for property taxes in the U.S., focusing on the division of powers that establishes this authority primarily at the state level.

Understand the tax principle that separates legitimate business deals from artificial tax shelters by evaluating a transaction’s underlying economic reality.

Understand the strategic use of a 401(h) account, a separate fund within a pension plan designed for employers to pre-fund retiree medical costs tax-effectively.

While federal rules allow for bonus depreciation, Indiana’s tax code requires a separate calculation. Learn how this affects your state return in the first and subsequent years.

Understand the system of quarterly estimated taxes. Our guide helps business owners manage their ongoing tax obligations and maintain compliance.

The taxability of your mortgage assistance depends on its source and structure. Learn the key distinctions that affect your income and reporting obligations.

While a lottery win may not reduce certain earned benefits, it can affect your eligibility for needs-based aid and alter your overall tax liability.

Understand the state income tax information on your W-2. This guide clarifies the role of Box 17 and its direct impact on your state tax return calculation.

Understand the historical function of the Tax Matters Partner in IRS audits and why this former role remains significant for certain partnership tax years.

The value of a 529 plan hinges on proper use. Learn the detailed spending rules to ensure your education withdrawals are tax-free and avoid penalties.

Correctly calculating asset depreciation for taxes requires understanding the GDS framework, from classifying property to identifying its recovery period.

Explore how the specific nature of mutual fund dividend income determines its tax rate, directly influencing your after-tax investment results.

Certain business activities create a federal excise tax liability. Learn to identify if you must file Form 720 and navigate the compliance process.

Learn the critical distinction between a housing agency’s IRS reporting and a building owner’s requirements for claiming the Low-Income Housing Credit.