Investment and Financial Markets

Navigate the process for claiming New Jersey’s R&D Tax Credit. Learn to properly document research activities and translate them into a state tax benefit.

Explore the specific payroll taxes that support federal health insurance and learn how the funding structure differs based on income and employment status.

Find a clear path for postponing property tax payments. This guide details the process for securing forbearance and explains the resulting financial obligations.

An IRS Notice 1462 signifies a denied refund claim. This guide clarifies the basis for the decision and outlines your procedural paths for a response.

Learn how federal income tax is calculated using a system of seven marginal rates, with income ranges that shift depending on your filing status.

Gain insight into IRS Notice 2006-96, which identifies an S corp basis-shifting arrangement and explains the resulting tax treatment and participant reporting duties.

A comprehensive look at the financial responsibilities and reporting standards for a California LLC’s 2020 Form 568 tax return.

Explore the financial treatment when a partnership or LLC returns a portion of your contributed capital and how it impacts your overall investment stake.

Understand the framework for the Pillar 2 global minimum tax, including how its rules are enforced and how a multinational’s tax liability is now calculated.

Discover how an intentionally defective grantor trust leverages specific tax rules to transfer wealth and asset appreciation to beneficiaries efficiently.

While tribal casinos have a unique tax status, they make significant financial contributions through federal taxes, state revenue-sharing, and individual obligations.

Understand how a gift’s structure and timing are critical for qualifying for the annual gift tax exclusion and avoiding complex tax filing requirements.

Custodial brokerage accounts have unique tax rules. This guide explains how investment earnings are taxed and the procedures for reporting them correctly.

Understand how the estate tax marital deduction allows for strategic tax deferral while providing flexibility for asset distribution and maximizing family exemptions.

Understand the RSU income on your W-2. This guide clarifies how this value is included in your wages and helps ensure you report it correctly to prevent tax errors.

Understand how the U.S.-Belgium tax treaty assigns taxing rights to prevent double taxation on income earned by individuals and businesses across borders.