Investment and Financial Markets

Stay informed on the latest 1040 tax form updates, including filing adjustments, deductions, and reporting changes that may impact your tax return.

Understand New Jersey’s tax structure, including income, sales, corporate, and property taxes, plus key regulations and potential financial implications.

Understand IRC 6721 penalties for incorrect or late information returns, how they are calculated, and the enforcement actions for non-compliance.

Learn how IRC 30D defines the Clean Vehicle Credit, who qualifies, and what factors impact eligibility, from income limits to vehicle requirements.

Understand IRS Publication 1660 and how appeal rights work, including eligibility, filing steps, and key considerations for resolving tax disputes effectively.

Understand how IRC 2703 affects valuation rules, estate planning, and business agreements by limiting certain restrictions on property transfers.

Understand IRC 4975 and how it defines prohibited transactions, disqualified persons, exemptions, and potential tax consequences for retirement accounts.

Understand the compliance requirements and reporting obligations of the EcoVest settlement, including key steps for participation and document preparation.

Learn how Section 25C provides tax credits for energy-efficient home upgrades, eligibility requirements, and the steps to claim your benefits.

Understand how refund statute expiration dates impact your ability to claim tax refunds, including key deadlines, exceptions, and their interaction with amendments.

Learn how 501(c)(7) social clubs qualify for tax-exempt status, manage revenue, and meet IRS requirements while serving their members’ common interests.

Learn how the inflation adjustment factor helps update tax brackets, deductions, and contribution limits to maintain purchasing power over time.

Learn about IRS Form 708, its purpose, who must file, and key tax considerations for gifts from expatriates to ensure compliance with U.S. tax laws.

Understand the key factors businesses should evaluate when considering debt-financed distributions, from regulatory compliance to tax implications and governance.

Explore how Heather Maloy’s leadership influenced IRS LB&I changes, shaping corporate tax compliance, audit strategies, and stakeholder engagement.

Willie Nelson’s IRS case highlights key lessons on managing tax debt, navigating enforcement actions, and rebuilding financial stability after setbacks.

Understand who must comply with Section 453A(c), how it affects tax liabilities on installment sales, and key considerations for reporting and exemptions.