Investment and Financial Markets

Explore how the EV tax credit affects leased vehicles, including eligibility, credit claims, and its impact on lease payments.

Explore how 50/50 custody impacts your eligibility for Head of Household status and related tax benefits. Learn about custodial rules and filing strategies.

Explore when a revocable trust needs an EIN, how to apply, and understand its tax implications and transition to irrevocable status.

Explore how Delaware taxes retirement income, including IRAs, 401(k)s, pensions, and Social Security, and learn about potential exclusions and nonresident rules.

Learn how to effectively manage business expenses with an S Corp credit card, ensuring proper documentation and financial classification.

Unlock potential savings on your mortgage by understanding the process and requirements for obtaining a Mortgage Credit Certificate.

Explore the nuances of minors working as 1099 employees, including tax obligations, parental roles, and essential documentation.

Navigate C Corp tax filing with ease by understanding key requirements, forms, and obligations to ensure compliance and avoid penalties.

Learn how to manage and carry over business expenses to optimize tax benefits and improve financial planning for future tax cycles.

Explore how Arizona’s tax regulations impact bonus depreciation and learn about necessary adjustments for state tax filings.

Explore how the Special Oregon Medical Subtraction benefits spouses by reducing taxable income through eligible health expenses.

Learn how to navigate Schedule B-2 for partnerships and streamline your Form 1065 filing process with detailed guidance.

Learn the essentials of completing CA Form 100S for S Corporations, including filing requirements, tax calculations, and key deadlines.

Master the process of completing Schedule OJC accurately and learn how to address common errors for a seamless submission experience.

Learn how to manage your Spark Driver account without an EIN, including steps to obtain one and when it’s necessary for your work.

Discover common reasons for receiving a blank W-2 and learn practical steps to correct or replace it efficiently.

Learn how to navigate tax rules for claiming a non-U.S. citizen as a dependent, including eligibility, residency, and documentation requirements.

Explore California’s late payment penalties, including fee calculations, deadlines, and relief options to manage your financial obligations effectively.