Taxes

  1. How Are Stock Options Taxed & Reported?

    That depends on the type of stock option you have. A rundown of the tax treatment for statutory and nonstatutory, or non-qualified, ...
  2. How does stratified random sampling influence government policy decisions?

    Understand how governments use stratified random sampling to collect more precise data to help in making better informed ...
  3. How does transfer pricing affect managerial accounting?

    Learn how transfer prices affect managerial accounting in terms of divisions' incentives to deal with each other, performance ...
  4. ETF Dividends: The Lowdown on How They're Taxed

    Here's the rundown on how different ETF dividends are taxed.
  5. In what situations must taxes be paid on a stock dividend?

    Understand the situations in which investors must pay taxes on stock dividends received, and the different tax rates that ...
  6. Where can I find a good withholding tax table on the Internet?

    Learn where to find the most current withholding tax tables and other information about how income tax withholding rates ...
  7. How does a revocable trust become a split-interest trust?

    Learn how a revocable trust becomes a split-interest trust upon the death of the of the grantor when there are both charitable ...
  8. What key requirements must be met for the IRS to classify changes or alterations ...

    Learn the requirements needed to qualify for Internal Revenue Service tax breaks under the qualified lease improvement on ...
  9. What is the difference between a single and a married withholding tax?

    Find out how the withholding tax differs for married and single individuals, including examples of how the income tax rate ...
  10. What's a Deductible?

    With insurance, a deductible is the amount of money the insured pays out-of-pocket before the insurance company pays for ...
  11. Explaining the Wash Sale Rule

    The wash sale rule is a provision that prohibits taxpayers from creating artificial losses by selling stocks and bonds at ...
  12. How to Find the Best Bets in Muni Bonds

    Approach investing in municipal bonds the same as you would investing in stocks.
  13. Flexible Spending Accounts: Dependent Care Rules

    If your company offers it – and you meet the criteria – a dependent care account can help you save on childcare and care ...
  14. How is residual value of assets taxed?

    Find out how and when taxes are assessed on the different kinds of residual value, including the residual value on a leased ...
  15. How Are Futures & Options Taxed?

    We present a basic introduction to the US tax processes of futures and options.
  16. Why Muni Bonds and Bond Funds are Perfect Together

    Municipal bonds and bond funds differ in several ways, which is partly why they complement each other well.
  17. How does a value added tax (VAT) impact the stages of production?

    Learn how the value-added tax, or VAT, distorts production stages in unexpected ways even though the tax is not levied disproportionately ...
  18. How do taxes impact Net Operating Income (NOI)?

    Find out more about net operating income, how to calculate the NOI of a real estate property and how taxes affect NOI.
  19. How Are Dividends On IRAs Taxed?

    Reinvesting dividends in an IRA is a great way to grow your retirement funds faster, but be sure you understand the potential ...
  20. In what situations would a loan to an S Corporation from one of its principals be ...

    Learn how creating a debt agreement is the key to ensuring a principal's loan to an S corporation is not classified as an ...
  21. If I owned stock that split last year, how does this affect my taxes?

    Find out why standard stock splits do not change the value of an investor's portfolio and are unlikely to directly affect ...
  22. Why Advisors Should Sidle Up to Estate Attorneys

    Financial advisors who building relationships with estate attorneys can better help all parties.
  23. Explaining Taxable Income

    Taxable income is the net of gross income and allowable deductions.
  24. Why People Renounce Their U.S Citizenship

    It's an irrevocable act but, surprisingly, a growing number of Americans are giving up their citizenship, largely for tax ...
  25. Is HD Vest Financial Services Right for You?

    Here's what you need to know about HD Vest Financial Services.
  26. What is the difference between a state income tax and a federal income tax?

    Learn the difference between state income tax and federal income tax based on tax rates, deductions, tax credits and taxable ...
  27. What Does A Flexible Spending Account Let You Buy?

    A healthcare FSA will help you pay your medical expense with pre-tax dollars – just not all of them. Here's how to tell which ...
  28. In which countries do high-income earners pay the most tax?

    Find out which countries require high net worth individuals to pay the most taxes. Most of these countries are in the European ...
  29. In which US cities do high-income earners pay the most tax?

    See which U.S. cities punish high net worth individuals the most through the highest levels of income taxes, property taxes ...
  30. Do Financial Analysts Need Financial Advisors?

    Financial analysts are very knowledgable about investments, but that doesn't mean they couldn't use advice on how to manage ...
  31. How Non-Qualified Deferred Compensation Is Taxed

    The tax savings of non-qualified deferred compensation plans are not the only tax fact you need to know before signing up ...
  32. The Best Bet for Taxes: Traditional or Roth IRAs?

    Choosing a Traditional IRA over a Roth IRA, or vice versa, depends on financial situation and long-term goals, especially ...
  33. The Basics Of The New Exchange-Traded Mutual Funds

    We explore how NASDAQ's new product exchange-traded mutual funds work, their benefits, and how they can impact the fund market.
  34. Save Money By Spending With A FSA

    ... And why using a FSA can help you beat the high cost of health care.
  35. How are municipal bonds taxed?

    Discover information about trading municipal bonds, specifically the various tax implications municipal bonds have at state ...
  36. How Mutual Funds Are Taxed in the U.S.

    A look at how mutual funds are taxed and how investors can be more tax efficient.
  37. What are the requirements to file a tax return as a qualifying widow?

    Learn about the qualifying widow/widower tax filing status, and how an individual qualifies for using this special tax status ...
  38. How does the effective tax rate for an individual differ from that of a corporation?

    Read about the effective tax rate for individuals when compared with the effective tax rate for corporations, including how ...
  39. What is the income breakdown for the effective tax rate?

    Read about the effective tax rate, how the marginal income tax brackets affect it and how the denominator in its formula ...
  40. What Taxes Do I Owe On Retirement Accounts Abroad?

    If you're a U.S. retiree, but previously worked abroad, here's what you need to know about taxes on foreign pensions and ...
  41. In what ways are ETFs more tax efficient than mutual funds?

    Compare mutual funds and exchange-traded funds to find out which one offers the most advantageous tax position for investors ...
  42. What are some common examples of demand shock?

    Discover some common examples of demand shock. Demand shocks lead to rapid increases or decreases in demand that catch everyone ...
  43. What are some of the key reasons a large corporation might prefer to remain a private ...

    Understand the reasons why a large corporation would want to remain as private instead of going public through an initial ...
  44. Tax Treatment For Call & Put Options

    A brief intro to the complex US tax rules governing call and put options with examples of some common scenarios.
  45. Grandparent’s Guide To A 529 College Savings Plan

    As a grandparent, you probably take pleasure in showering your grandkids with extravagances, but saving for their college ...
  46. What's an Audit?

    An audit is an objective examination of accounting records that makes sure the records are a fair and accurate representation ...
  47. What are some examples of a deferred tax liability?

    Learn why deferred tax liability exists, with specific examples that illustrate how it arises as a result of temporary differences.
  48. What is Adjusted Gross Income?

    Adjusted gross income (AGI) is a term from the Internal Revenue Code. AGI is used to determine a person’s income taxes due. ...
  49. Abenomics Vs. Quantitative Easing: Which Works Best?

    Abenomics and QE are versions of extraordinary stimulus measures initiated by the Japanese government and the U.S government, ...
  50. How Are Zero-Coupon Municipal Bonds Taxed?

    What every investor needs to know about taxes and zero-coupon muni bonds.
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