Investment and Financial Markets

Sales tax is no longer just about physical presence. Understand the principles that determine your business’s tax obligations in states where you have no office.

Analyze the financial framework for qualified biogas property, from asset rules and bonus credit stacking to monetization options and long-term compliance.

If you paid taxes on military severance pay, you may be owed a refund. Learn the process for reclaiming taxes paid on what could be non-taxable income.

Lower your tax bill by deducting business vehicle use. Explore the IRS-approved methods and recordkeeping requirements to maximize your deduction accurately.

Learn how charitable donations are treated under the Alternative Minimum Tax and how the specific rules can inform your overall giving and tax strategy.

Explore the tax code provision that separates a fiduciary’s personal finances from an estate’s tax debt, clarifying the boundaries of liability.

For married couples filing jointly, 401k contribution rules are applied individually. Learn how these personal caps work to inform your household savings strategy.

Understanding the mortgage interest deduction is key for homeowners. See how eligibility and loan details determine if you can lower your taxable income.

Understand the factors that determine your property tax bill. Learn about the mechanisms for managing your liability and the logistics of making payments.

Learn how to navigate IRS Letter 947, which proposes a Trust Fund Recovery Penalty. Understand the criteria and procedures for formally protesting the assessment.

Explore the balance C corporations must strike between retaining earnings for growth and avoiding the Section 531 penalty tax on excess accumulations.

Understand the tax implications when selling stock from an Employee Stock Purchase Plan. Learn how holding periods dictate your tax liability and how to report it.

Explore how a corporate distribution from paid-in capital functions as a non-taxable return of investment that reduces a shareholder’s stock basis.

Filing taxes after the deadline involves specific consequences and procedures. Learn how your tax situation affects the outcome and what your available options are.

A guide to resolving non-willful foreign asset reporting issues and becoming tax compliant through the IRS’s streamlined disclosure program.

Transferring a rental property as a gift requires careful planning. Explore the distinct financial outcomes for both the giver and the recipient.

While not typically covered, a mattress can be an FSA-eligible expense. Learn the official distinction between a comfort item and a medical necessity.