I am an assistant for 2 companies based in PA state and need help with sales tax issues, including R&D materials exemption, recording tax on purchases in accounting software, and understanding how to handle sales tax refunds. I have already consulted with some tax professionals but the issues remain unresolved. What steps should I take to address these concerns?

September 10th, 2023

I signed a contract for new solar panels in early December and they were installed on January 9th. Can I claim the deduction on my taxes for 2019?

December 25th, 2024

Regarding Forex trading and taxes, does one need to pay tax for the profits that aren't withdrawn from a broker account, and does this apply to unregulated (off-shore) Forex brokerages?

March 25th, 2023

Regarding local sales tax rules in Texas, how should I prioritize the collection of taxes when the local city rate where the job is conducted would cause me to exceed the 2% cap after adding the state's 6.25% and my place of business's local rate of 1%? Specifically, if there are special districts with rates that could still be added without exceeding the cap, should I collect those rates or omit them due to the priority rules?

November 11th, 2024

I was married for 15 years and then got divorced. My ex-spouse, who is 5 years older than me, made substantially more than I did. I am aware that I could take 50% of my benefit and 50% of their benefit and total them for my benefit. What happens if I retire at 62 and start collecting $1165/mo, while she decides to wait until she is 70 years old? Does the benefit I would get for her earnings be set at her level when she was 62, or would her 50% benefit contribution be set when she is at 70 years old? How does the age at which each person starts collecting benefits affect the 50% portion?

June 19th, 2023