Investment and Financial Markets

Understand the education and renewal requirements for maintaining a Preparer Tax Identification Number (PTIN) as a tax professional.

Learn how the U.S.-Sweden tax treaty impacts taxation, residency, and exemptions, including key protocols that influence cross-border financial obligations.

Understand how the IRS gas mileage rate impacts tax deductions, reimbursement, and record-keeping requirements for business, medical, and charitable travel.

Understand the key differences between taxes and fees, how they impact government funding, and why proper classification is essential for compliance.

Explore the potential impact of FATCA repeal on U.S. taxpayers abroad, including compliance changes, reporting requirements, and international tax agreements.

Explore the legal consequences of filing false tax returns, including potential penalties for tax preparers and filers, and the impact on prior returns.

Understand the key requirements for cemetery tax exemption, common disqualifiers, and the financial impact of losing tax-exempt status.

Learn about the IRS’s drug testing policies for specific roles, including which positions require testing and the procedures involved.

Explore how the Joshua Jarrett case influences tax treatment for crypto staking, including recognition timing, basis calculation, and reporting considerations.

Learn how an Offer in Compromise (OIC) can help settle tax debt, the qualifications required, payment options, and key steps in the application process.

Explore how multi-tier partnership structures manage capital, allocations, and tax reporting to optimize financial and operational efficiency.

Learn how IRS Publication 526 outlines the rules for deducting charitable donations, including eligible organizations, donation types, and required documentation.

Understand how annuities are treated in estate taxation, including factors like ownership, beneficiary designations, and taxable amounts.

Understand Stentam’s financial impact, eligibility criteria, application steps, and potential consequences to make informed decisions about compliance.

Understand the tax implications of raffle tickets, including deductibility rules, documentation requirements, and how winnings may affect your tax return.

Explore Winston Shrout’s financial theories, legal challenges, and their impact on the financial community and public perception.

Learn how Code Sec. 357(c) applies when transferred liabilities exceed basis, impacting gain recognition and corporate stock basis adjustments.

Learn how to accurately complete and submit Form 8809 to request a filing extension, avoid penalties, and ensure compliance with IRS requirements.