Investments & Capital Gains

Cash-Settled Options: 60/40 Treatment, Form 6781, and Section 1256 Rules

Can You Sell a Property and Reinvest Without Capital Gains?

Form 1099-INT: Reporting, Adjustments, and Taxation

Tax Implications of Switching Financial Advisors: Rollovers and Basis

Is Swapping Crypto Taxable? IRS Rules, Form 1099-DA, and Penalties

Where Do I Report Schedule K-1 Income on My 1040?

SPAC Founder Shares: Lock-Ups, 83(b), and the 20% Promote

EPD MLP Taxes: K-1s, Recapture, and IRA Warnings

How Are Equity Grants Taxed? RSUs, ISOs, ESPPs, and QSBS

Delegated Reporting: Rules, Liability, and Oversight