Sources register
Official sources we rely on
Each entry notes what it applies to and when it was last checked. Always read the current version on the agency site.
- IRSChecked 2026-11-08Sale of a business(opens in new tab)
Federal treatment depends on transaction structure and asset allocation; not a sale-year savings promise.
- IRSChecked 2026-11-08Topic 409: Capital gains and losses(opens in new tab)
Federal capital-gain concepts, holding periods and exceptions; verify the applicable tax year.
- IRSChecked 2026-11-08Topic 559: Net investment income tax(opens in new tab)
NIIT applies only when income and filing circumstances satisfy its rules.
- IRSChecked 2026-11-08Publication 590-A: Contributions to IRAs(opens in new tab)
Compensation, spousal contributions, annual contribution restrictions, and conversion rules differ.
- IRSChecked 2026-11-08Publication 590-B: Distributions from IRAs(opens in new tab)
Qualified Roth distributions, beneficiary categories, 10-year and annual-distribution rules; depends on death date, account and beneficiary.
- IRSChecked 2026-11-08Roth IRAs(opens in new tab)
Qualified withdrawals depend on holding-period and qualifying-event rules. Conversions can be taxable.
- IRSChecked 2026-11-08Required minimum distributions(opens in new tab)
Account type, birth year, employment and beneficiary status matter. Not a rule on ordinary sale cash.
- IRSChecked 2026-11-08Publication 550: Investment income and expenses(opens in new tab)
Taxable accounts, municipal bond exceptions and investment income; not universal tax-free growth.
- IRSChecked 2026-11-08Publication 559: Survivors, executors and administrators(opens in new tab)
Inherited property basis, income in respect of a decedent and estate administration exceptions.
- IRSChecked 2026-11-08Estate tax(opens in new tab)
Federal estate tax depends on year-specific exclusions and circumstances; state rules can differ.
- IRSChecked 2026-11-08Life insurance and disability proceeds(opens in new tab)
Death proceeds and interest rules have exceptions; consult counsel about policy ownership, transfers and estate inclusion.
- SEC Investor.govChecked 2026-11-08Variable life insurance(opens in new tab)
Product-specific fees, lapse, loans and tax risks. Not a recommendation of insurance.
- SEC Investor.govChecked 2026-11-08Diversification(opens in new tab)
Diversification reduces concentration, not the possibility of investment loss.
- SEC Investor.govChecked 2026-11-08Is my money going to run out in retirement?(opens in new tab)
Educational discussion of retirement spending, planning and investment risk. No sustainability guarantee.
- Social Security AdministrationChecked 2026-11-08Plan for retirement(opens in new tab)
Claiming age, work record and family circumstances affect benefits; use personal SSA records privately.
- SEC Investor.govChecked 2026-11-08Check your investment professional(opens in new tab)
Check registration and disciplinary history independently; registration is not endorsement.
Complete source and link register
179 distinct official URLs support the national, state and city guides. Link and content checks were performed November 8, 2026. Some sites block automated requests; a secondary content fetch was used where available. A working page is not a determination that a rule applies to you. Albany and Pierre resource observations are limited to visible official navigation; confirm details with the responsible department.
Sale of a business (IRS)
Federal treatment depends on transaction structure and asset allocation; not a sale-year savings promise.
Check: Official page content retrieved. Date: 2026-11-08.
https://www.irs.gov/businesses/small-businesses-self-employed/sale-of-a-business (opens in new tab)Topic 409: Capital gains and losses (IRS)
Federal capital-gain concepts, holding periods and exceptions; verify the applicable tax year.
Check: Official page content retrieved. Date: 2026-11-08.
https://www.irs.gov/taxtopics/tc409 (opens in new tab)Topic 559: Net investment income tax (IRS)
NIIT applies only when income and filing circumstances satisfy its rules.
Check: Official page content retrieved. Date: 2026-11-08.
https://www.irs.gov/taxtopics/tc559 (opens in new tab)Publication 590-A: Contributions to IRAs (IRS)
Compensation, spousal contributions, annual contribution restrictions, and conversion rules differ.
Check: Official page content retrieved. Date: 2026-11-08.
https://www.irs.gov/publications/p590a (opens in new tab)Publication 590-B: Distributions from IRAs (IRS)
Qualified Roth distributions, beneficiary categories, 10-year and annual-distribution rules; depends on death date, account and beneficiary.
Check: Official page content retrieved. Date: 2026-11-08.
https://www.irs.gov/publications/p590b (opens in new tab)Roth IRAs (IRS)
Qualified withdrawals depend on holding-period and qualifying-event rules. Conversions can be taxable.
Check: Official page content retrieved. Date: 2026-11-08.
https://www.irs.gov/retirement-plans/roth-iras (opens in new tab)Required minimum distributions (IRS)
Account type, birth year, employment and beneficiary status matter. Not a rule on ordinary sale cash.
Check: Official page content retrieved. Date: 2026-11-08.
https://www.irs.gov/retirement-plans/plan-participant-employee/retirement-topics-required-minimum-distributions-rmds (opens in new tab)Publication 550: Investment income and expenses (IRS)
Taxable accounts, municipal bond exceptions and investment income; not universal tax-free growth.
Check: Official page content retrieved. Date: 2026-11-08.
https://www.irs.gov/publications/p550 (opens in new tab)Publication 559: Survivors, executors and administrators (IRS)
Inherited property basis, income in respect of a decedent and estate administration exceptions.
Check: Official page content retrieved. Date: 2026-11-08.
https://www.irs.gov/publications/p559 (opens in new tab)Estate tax (IRS)
Federal estate tax depends on year-specific exclusions and circumstances; state rules can differ.
Check: Official page content retrieved. Date: 2026-11-08.
https://www.irs.gov/businesses/small-businesses-self-employed/estate-tax (opens in new tab)Life insurance and disability proceeds (IRS)
Death proceeds and interest rules have exceptions; consult counsel about policy ownership, transfers and estate inclusion.
Check: Official page content retrieved. Date: 2026-11-08.
https://www.irs.gov/taxtopics/tc403 (opens in new tab)Variable life insurance (SEC Investor.gov)
Product-specific fees, lapse, loans and tax risks. Not a recommendation of insurance.
Check: Official page content retrieved. Date: 2026-11-08.
https://www.investor.gov/introduction-investing/investing-basics/investment-products/variable-life (opens in new tab)Diversification (SEC Investor.gov)
Diversification reduces concentration, not the possibility of investment loss.
Check: Official page content retrieved. Date: 2026-11-08.
https://www.investor.gov/introduction-investing/investing-basics/glossary/diversification (opens in new tab)Is my money going to run out in retirement? (SEC Investor.gov)
Educational discussion of retirement spending, planning and investment risk. No sustainability guarantee.
Check: Official page content retrieved. Date: 2026-11-08.
https://www.investor.gov/additional-resources/spotlight/formerdirectorlorischock-directors-take/my-money-going-run-out-retirement (opens in new tab)Plan for retirement (Social Security Administration)
Claiming age, work record and family circumstances affect benefits; use personal SSA records privately.
Check: Official page content retrieved. Date: 2026-11-08.
https://www.ssa.gov/retirement (opens in new tab)Check your investment professional (SEC Investor.gov)
Check registration and disciplinary history independently; registration is not endorsement.
Check: Official page content retrieved. Date: 2026-11-08.
https://www.investor.gov/introduction-investing/getting-started/working-investment-professional/check-out-your-investment-professional (opens in new tab)Retirement plan and IRA required minimum distributions FAQs (IRS)
General RMD questions. Ages and transition rules have changed in recent years.
Check: Official page content retrieved. Date: 2026-11-08.
https://www.irs.gov/retirement-plans/retirement-plan-and-ira-required-minimum-distributions-faqs (opens in new tab)Publication 551, Basis of Assets (IRS)
Cost basis, adjusted basis, and inherited or gifted property basis.
Check: Official page content retrieved. Date: 2026-11-08.
https://www.irs.gov/publications/p551 (opens in new tab)Publication 544, Sales and Other Dispositions of Assets (IRS)
Sales of business property, installment sales overview, and character of gain.
Check: Official page content retrieved. Date: 2026-11-08.
https://www.irs.gov/publications/p544 (opens in new tab)Publication 537, Installment Sales (IRS)
How installment reporting can spread gain recognition across years.
Check: Official page content retrieved. Date: 2026-11-08.
https://www.irs.gov/publications/p537 (opens in new tab)Gift tax (IRS)
Federal gift tax basics and annual exclusion concepts.
Check: Official page content retrieved. Date: 2026-11-08.
https://www.irs.gov/businesses/small-businesses-self-employed/gift-tax (opens in new tab)Estimated taxes (IRS)
Paying tax on income without withholding, including large one-time gains.
Check: Official page content retrieved. Date: 2026-11-08.
https://www.irs.gov/businesses/small-businesses-self-employed/estimated-taxes (opens in new tab)Receiving benefits while working (SSA)
Earnings test before full retirement age. Limits are updated each year.
Check: Official page content retrieved. Date: 2026-11-08.
https://www.ssa.gov/benefits/retirement/planner/whileworking.html (opens in new tab)Benefits for spouses (SSA)
Spousal benefit concepts.
Check: Official page content retrieved. Date: 2026-11-08.
https://www.ssa.gov/benefits/retirement/planner/applying7.html (opens in new tab)Beginners guide to asset allocation, diversification, and rebalancing (SEC)
Investor.gov educational guide from the SEC Office of Investor Education.
Check: Official page content retrieved. Date: 2026-11-08.
https://www.investor.gov/additional-resources/general-resources/publications-research/info-sheets/beginners-guide-asset (opens in new tab)Annuities (SEC)
Investor.gov overview of annuity types, fees, and surrender charges.
Check: Official page content retrieved. Date: 2026-11-08.
https://www.investor.gov/introduction-investing/investing-basics/investment-products/insurance-products/annuities (opens in new tab)Municipal bonds (SEC)
Investor.gov overview of municipal bonds and their risks.
Check: Official page content retrieved. Date: 2026-11-08.
https://www.investor.gov/introduction-investing/general-resources/news-alerts/alerts-bulletins/investor-bulletins/municipal (opens in new tab)Inflation and investing (SEC)
Investor.gov definition and context.
Check: Official page content retrieved. Date: 2026-11-08.
https://www.investor.gov/introduction-investing/investing-basics/glossary/inflation (opens in new tab)Check out your investment professional (SEC)
Search registration and disciplinary history before hiring anyone.
Check: Official page content retrieved. Date: 2026-11-08.
https://www.investor.gov/ (opens in new tab)Alabama Department of Revenue (Alabama)
Official state tax resource. Use current instructions, not this site, to determine Alabama filing obligations.
Check: Official page content retrieved. Date: 2026-11-08.
https://www.revenue.alabama.gov/ (opens in new tab)Alabama Securities Commission (Alabama)
Official regulator starting point. Check registration, disciplinary history and current contact details independently.
Check: Official page content retrieved. Date: 2026-11-08.
https://asc.alabama.gov/ (opens in new tab)Montgomery city government (Montgomery, Alabama)
Official local resource for city navigation and transition questions. No local tax entitlement or product availability is asserted.
Check: Official page content retrieved. Date: 2026-11-08.
https://www.montgomeryal.gov/ (opens in new tab)Alaska Tax Division (Alaska)
Official state tax resource. Use current instructions, not this site, to determine Alaska filing obligations.
Check: Official page content retrieved. Date: 2026-11-08.
https://tax.alaska.gov/ (opens in new tab)Alaska Division of Banking and Securities (Alaska)
Official regulator starting point. Check registration, disciplinary history and current contact details independently.
Check: Official page content retrieved. Date: 2026-11-08.
https://www.commerce.alaska.gov/web/dbs/ (opens in new tab)Municipality of Anchorage (Anchorage, Alaska)
Official local resource for city navigation and transition questions. No local tax entitlement or product availability is asserted.
Check: Official page content retrieved. Date: 2026-11-08.
https://www.muni.org/ (opens in new tab)Arizona Department of Revenue (Arizona)
Official state tax resource. Use current instructions, not this site, to determine Arizona filing obligations.
Check: Official page content retrieved. Date: 2026-11-08.
https://azdor.gov/ (opens in new tab)Arizona Corporation Commission Securities Division (Arizona)
Official regulator starting point. Check registration, disciplinary history and current contact details independently.
Check: Official page content retrieved. Date: 2026-11-08.
https://azcc.gov/securities (opens in new tab)City of Phoenix (Phoenix, Arizona)
Official local resource for city navigation and transition questions. No local tax entitlement or product availability is asserted.
Check: Official page content retrieved. Date: 2026-11-08.
https://www.phoenix.gov/ (opens in new tab)Arkansas Department of Finance and Administration (Arkansas)
Official state tax resource. Use current instructions, not this site, to determine Arkansas filing obligations.
Check: Official page content retrieved. Date: 2026-11-08.
https://www.dfa.arkansas.gov/ (opens in new tab)Arkansas Securities Department (Arkansas)
Official regulator starting point. Check registration, disciplinary history and current contact details independently.
Check: Official page content retrieved. Date: 2026-11-08.
https://securities.arkansas.gov/ (opens in new tab)City of Little Rock (Little Rock, Arkansas)
Official local resource for city navigation and transition questions. No local tax entitlement or product availability is asserted.
Check: Official page content retrieved. Date: 2026-11-08.
https://www.littlerock.gov/ (opens in new tab)California Franchise Tax Board (California)
Official state tax resource. Use current instructions, not this site, to determine California filing obligations.
Check: Official page content retrieved. Date: 2026-11-08.
https://www.ftb.ca.gov/ (opens in new tab)California Department of Financial Protection and Innovation (California)
Official regulator starting point. Check registration, disciplinary history and current contact details independently.
Check: Official page content retrieved. Date: 2026-11-08.
https://dfpi.ca.gov/ (opens in new tab)City of Sacramento (Sacramento, California)
Official local resource for city navigation and transition questions. No local tax entitlement or product availability is asserted.
Check: Official page content retrieved. Date: 2026-11-08.
https://www.cityofsacramento.gov/ (opens in new tab)Colorado Department of Revenue (Colorado)
Official state tax resource. Use current instructions, not this site, to determine Colorado filing obligations.
Check: Official page content retrieved. Date: 2026-11-08.
https://tax.colorado.gov/ (opens in new tab)Colorado Division of Securities (Colorado)
Official regulator starting point. Check registration, disciplinary history and current contact details independently.
Check: Official page content retrieved. Date: 2026-11-08.
https://securities.colorado.gov/ (opens in new tab)City and County of Denver (Denver, Colorado)
Official local resource for city navigation and transition questions. No local tax entitlement or product availability is asserted.
Check: Official page content retrieved. Date: 2026-11-08.
https://www.denvergov.org/ (opens in new tab)Connecticut Department of Revenue Services (Connecticut)
Official state tax resource. Use current instructions, not this site, to determine Connecticut filing obligations.
Check: Official page content retrieved. Date: 2026-11-08.
https://portal.ct.gov/drs (opens in new tab)Connecticut Department of Banking (Connecticut)
Official regulator starting point. Check registration, disciplinary history and current contact details independently.
Check: Official page content retrieved. Date: 2026-11-08.
https://portal.ct.gov/dob (opens in new tab)City of Hartford (Hartford, Connecticut)
Official local resource for city navigation and transition questions. No local tax entitlement or product availability is asserted.
Check: Official page content retrieved. Date: 2026-11-08.
https://www.hartfordct.gov/ (opens in new tab)Delaware Division of Revenue (Delaware)
Official state tax resource. Use current instructions, not this site, to determine Delaware filing obligations.
Check: Official page content retrieved. Date: 2026-11-08.
https://revenue.delaware.gov/ (opens in new tab)Delaware Investor Protection Unit (Delaware)
Official regulator starting point. Check registration, disciplinary history and current contact details independently.
Check: Official page content retrieved. Date: 2026-11-08.
https://attorneygeneral.delaware.gov/fraud/ipu/ (opens in new tab)City of Wilmington (Wilmington, Delaware)
Official local resource for city navigation and transition questions. No local tax entitlement or product availability is asserted.
Check: Official page content retrieved. Date: 2026-11-08.
https://www.wilmingtonde.gov/ (opens in new tab)Florida Department of Revenue (Florida)
Official state tax resource. Use current instructions, not this site, to determine Florida filing obligations.
Check: Official page content retrieved. Date: 2026-11-08.
https://floridarevenue.com/ (opens in new tab)Florida Office of Financial Regulation (Florida)
Official regulator starting point. Check registration, disciplinary history and current contact details independently.
Check: Official page content retrieved. Date: 2026-11-08.
https://flofr.gov/ (opens in new tab)City of Tallahassee (Tallahassee, Florida)
Official local resource for city navigation and transition questions. No local tax entitlement or product availability is asserted.
Check: Official page content retrieved. Date: 2026-11-08.
https://www.talgov.com/ (opens in new tab)Georgia Department of Revenue (Georgia)
Official state tax resource. Use current instructions, not this site, to determine Georgia filing obligations.
Check: Official page content retrieved. Date: 2026-11-08.
https://dor.georgia.gov/ (opens in new tab)Georgia Secretary of State Securities Division (Georgia)
Official regulator starting point. Check registration, disciplinary history and current contact details independently.
Check: Official page content retrieved. Date: 2026-11-08.
https://sos.ga.gov/securities (opens in new tab)City of Atlanta (Atlanta, Georgia)
Official local resource for city navigation and transition questions. No local tax entitlement or product availability is asserted.
Check: Official page content retrieved. Date: 2026-11-08.
https://www.atlantaga.gov/ (opens in new tab)Hawaii Department of Taxation (Hawaii)
Official state tax resource. Use current instructions, not this site, to determine Hawaii filing obligations.
Check: Official page content retrieved. Date: 2026-11-08.
https://tax.hawaii.gov/ (opens in new tab)Hawaii Securities Branch (Hawaii)
Official regulator starting point. Check registration, disciplinary history and current contact details independently.
Check: Official page content retrieved. Date: 2026-11-08.
https://cca.hawaii.gov/sec/ (opens in new tab)City and County of Honolulu (Honolulu, Hawaii)
Official local resource for city navigation and transition questions. No local tax entitlement or product availability is asserted.
Check: Official page content retrieved. Date: 2026-11-08.
https://www.honolulu.gov/ (opens in new tab)Idaho State Tax Commission (Idaho)
Official state tax resource. Use current instructions, not this site, to determine Idaho filing obligations.
Check: Official page content retrieved. Date: 2026-11-08.
https://tax.idaho.gov/ (opens in new tab)Idaho Department of Finance (Idaho)
Official regulator starting point. Check registration, disciplinary history and current contact details independently.
Check: Official page content retrieved. Date: 2026-11-08.
https://www.finance.idaho.gov/ (opens in new tab)City of Boise (Boise, Idaho)
Official local resource for city navigation and transition questions. No local tax entitlement or product availability is asserted.
Check: Official page content retrieved. Date: 2026-11-08.
https://www.cityofboise.org/ (opens in new tab)Illinois Department of Revenue (Illinois)
Official state tax resource. Use current instructions, not this site, to determine Illinois filing obligations.
Check: Official page content retrieved. Date: 2026-11-08.
https://tax.illinois.gov/ (opens in new tab)Illinois Secretary of State Securities Department (Illinois)
Official regulator starting point. Check registration, disciplinary history and current contact details independently.
Check: Official page content retrieved. Date: 2026-11-08.
https://www.ilsos.gov/departments/securities/ (opens in new tab)City of Springfield (Springfield, Illinois)
Official local resource for city navigation and transition questions. No local tax entitlement or product availability is asserted.
Check: Official page content retrieved. Date: 2026-11-08.
https://www.springfield.il.us/ (opens in new tab)Indiana Department of Revenue (Indiana)
Official state tax resource. Use current instructions, not this site, to determine Indiana filing obligations.
Check: Official page content retrieved. Date: 2026-11-08.
https://www.in.gov/dor/ (opens in new tab)Indiana Secretary of State Securities Division (Indiana)
Official regulator starting point. Check registration, disciplinary history and current contact details independently.
Check: Official page content retrieved. Date: 2026-11-08.
https://securities.sos.in.gov/ (opens in new tab)Indianapolis and Marion County government (Indianapolis, Indiana)
Official local resource for city navigation and transition questions. No local tax entitlement or product availability is asserted.
Check: Official page content retrieved. Date: 2026-11-08.
https://www.indy.gov/ (opens in new tab)Iowa Department of Revenue (Iowa)
Official state tax resource. Use current instructions, not this site, to determine Iowa filing obligations.
Check: Official page content retrieved. Date: 2026-11-08.
https://revenue.iowa.gov/ (opens in new tab)Iowa Insurance Division securities regulation (Iowa)
Official regulator starting point. Check registration, disciplinary history and current contact details independently.
Check: Official page content retrieved. Date: 2026-11-08.
https://iid.iowa.gov/ (opens in new tab)City of Des Moines (Des Moines, Iowa)
Official local resource for city navigation and transition questions. No local tax entitlement or product availability is asserted.
Check: Official page content retrieved. Date: 2026-11-08.
https://www.dsm.city/ (opens in new tab)Kansas Department of Revenue (Kansas)
Official state tax resource. Use current instructions, not this site, to determine Kansas filing obligations.
Check: Official page content retrieved. Date: 2026-11-08.
https://www.ksrevenue.gov/ (opens in new tab)Kansas Department of Insurance securities regulation (Kansas)
Official regulator starting point. Check registration, disciplinary history and current contact details independently.
Check: Official page content retrieved. Date: 2026-11-08.
https://insurance.kansas.gov/ (opens in new tab)City of Topeka (Topeka, Kansas)
Official local resource for city navigation and transition questions. No local tax entitlement or product availability is asserted.
Check: Official page content retrieved. Date: 2026-11-08.
https://www.topeka.org/ (opens in new tab)Kentucky Department of Revenue (Kentucky)
Official state tax resource. Use current instructions, not this site, to determine Kentucky filing obligations.
Check: Official page content retrieved. Date: 2026-11-08.
https://revenue.ky.gov/ (opens in new tab)Kentucky Department of Financial Institutions (Kentucky)
Official regulator starting point. Check registration, disciplinary history and current contact details independently.
Check: Official page content retrieved. Date: 2026-11-08.
https://kfi.ky.gov/ (opens in new tab)City of Frankfort (Frankfort, Kentucky)
Official local resource for city navigation and transition questions. No local tax entitlement or product availability is asserted.
Check: Official page content retrieved. Date: 2026-11-08.
https://www.frankfort.ky.gov/ (opens in new tab)Louisiana Department of Revenue (Louisiana)
Official state tax resource. Use current instructions, not this site, to determine Louisiana filing obligations.
Check: Official page content retrieved. Date: 2026-11-08.
https://revenue.louisiana.gov/ (opens in new tab)Louisiana Office of Financial Institutions (Louisiana)
Official regulator starting point. Check registration, disciplinary history and current contact details independently.
Check: Official page content retrieved. Date: 2026-11-08.
https://ofi.la.gov/ (opens in new tab)City of Baton Rouge and Parish of East Baton Rouge (Baton Rouge, Louisiana)
Official local resource for city navigation and transition questions. No local tax entitlement or product availability is asserted.
Check: Official page content retrieved. Date: 2026-11-08.
https://www.brla.gov/ (opens in new tab)Maine Revenue Services (Maine)
Official state tax resource. Use current instructions, not this site, to determine Maine filing obligations.
Check: Official page content retrieved. Date: 2026-11-08.
https://www.maine.gov/revenue/ (opens in new tab)Maine Office of Securities (Maine)
Official regulator starting point. Check registration, disciplinary history and current contact details independently.
Check: Official page content retrieved. Date: 2026-11-08.
https://www.maine.gov/pfr/securities/ (opens in new tab)City of Augusta (Augusta, Maine)
Official local resource for city navigation and transition questions. No local tax entitlement or product availability is asserted.
Check: Official page content retrieved. Date: 2026-11-08.
https://www.augustamaine.gov/ (opens in new tab)Comptroller of Maryland (Maryland)
Official state tax resource. Use current instructions, not this site, to determine Maryland filing obligations.
Check: Official page content retrieved. Date: 2026-11-08.
https://www.marylandcomptroller.gov/ (opens in new tab)Maryland Attorney General Securities Division (Maryland)
Official regulator starting point. Check registration, disciplinary history and current contact details independently.
Check: Official page content retrieved. Date: 2026-11-08.
https://www.marylandattorneygeneral.gov/Pages/Securities/ (opens in new tab)City of Annapolis (Annapolis, Maryland)
Official local resource for city navigation and transition questions. No local tax entitlement or product availability is asserted.
Check: Official page content retrieved. Date: 2026-11-08.
https://www.annapolis.gov/ (opens in new tab)Massachusetts Department of Revenue (Massachusetts)
Official state tax resource. Use current instructions, not this site, to determine Massachusetts filing obligations.
Check: Official page content retrieved. Date: 2026-11-08.
https://www.mass.gov/orgs/massachusetts-department-of-revenue (opens in new tab)Massachusetts Securities Division (Massachusetts)
Official regulator starting point. Check registration, disciplinary history and current contact details independently.
Check: Official page content retrieved. Date: 2026-11-08.
https://www.sec.state.ma.us/divisions/securities/securities.htm (opens in new tab)City of Boston (Boston, Massachusetts)
Official local resource for city navigation and transition questions. No local tax entitlement or product availability is asserted.
Check: Official page content retrieved. Date: 2026-11-08.
https://www.boston.gov/ (opens in new tab)Michigan Department of Treasury (Michigan)
Official state tax resource. Use current instructions, not this site, to determine Michigan filing obligations.
Check: Official page content retrieved. Date: 2026-11-08.
https://www.michigan.gov/taxes (opens in new tab)Michigan LARA Securities and Audit Division (Michigan)
Official regulator starting point. Check registration, disciplinary history and current contact details independently.
Check: Official page content retrieved. Date: 2026-11-08.
https://www.michigan.gov/lara/bureau-list/cscl/securities (opens in new tab)City of Grand Rapids (Grand Rapids, Michigan)
Official local resource for city navigation and transition questions. No local tax entitlement or product availability is asserted.
Check: Official page content retrieved. Date: 2026-11-08.
https://www.grandrapidsmi.gov/ (opens in new tab)Minnesota Department of Revenue (Minnesota)
Official state tax resource. Use current instructions, not this site, to determine Minnesota filing obligations.
Check: Official page content retrieved. Date: 2026-11-08.
https://www.revenue.state.mn.us/ (opens in new tab)Minnesota Department of Commerce (Minnesota)
Official regulator starting point. Check registration, disciplinary history and current contact details independently.
Check: Official page content retrieved. Date: 2026-11-08.
https://mn.gov/commerce/ (opens in new tab)City of Saint Paul (Saint Paul, Minnesota)
Official local resource for city navigation and transition questions. No local tax entitlement or product availability is asserted.
Check: Official page content retrieved. Date: 2026-11-08.
https://www.stpaul.gov/ (opens in new tab)Mississippi Department of Revenue (Mississippi)
Official state tax resource. Use current instructions, not this site, to determine Mississippi filing obligations.
Check: Official page content retrieved. Date: 2026-11-08.
https://www.dor.ms.gov/ (opens in new tab)Mississippi Secretary of State Securities Division (Mississippi)
Official regulator starting point. Check registration, disciplinary history and current contact details independently.
Check: Official page content retrieved. Date: 2026-11-08.
https://www.sos.ms.gov/securities (opens in new tab)City of Jackson (Jackson, Mississippi)
Official local resource for city navigation and transition questions. No local tax entitlement or product availability is asserted.
Check: Official page content retrieved. Date: 2026-11-08.
https://www.jacksonms.gov/ (opens in new tab)Missouri Department of Revenue (Missouri)
Official state tax resource. Use current instructions, not this site, to determine Missouri filing obligations.
Check: Official page content retrieved. Date: 2026-11-08.
https://dor.mo.gov/ (opens in new tab)Missouri Secretary of State Securities Division (Missouri)
Official regulator starting point. Check registration, disciplinary history and current contact details independently.
Check: Official page content retrieved. Date: 2026-11-08.
https://www.sos.mo.gov/securities (opens in new tab)City of Jefferson City (Jefferson City, Missouri)
Official local resource for city navigation and transition questions. No local tax entitlement or product availability is asserted.
Check: Official page content retrieved. Date: 2026-11-08.
https://www.jeffersoncitymo.gov/ (opens in new tab)Montana Department of Revenue (Montana)
Official state tax resource. Use current instructions, not this site, to determine Montana filing obligations.
Check: Official page content retrieved. Date: 2026-11-08.
https://revenue.mt.gov/ (opens in new tab)Montana Commissioner of Securities and Insurance (Montana)
Official regulator starting point. Check registration, disciplinary history and current contact details independently.
Check: Official page content retrieved. Date: 2026-11-08.
https://csimt.gov/ (opens in new tab)City of Helena (Helena, Montana)
Official local resource for city navigation and transition questions. No local tax entitlement or product availability is asserted.
Check: Official page content retrieved. Date: 2026-11-08.
https://www.helenamt.gov/ (opens in new tab)Nebraska Department of Revenue (Nebraska)
Official state tax resource. Use current instructions, not this site, to determine Nebraska filing obligations.
Check: Official page content retrieved. Date: 2026-11-08.
https://revenue.nebraska.gov/ (opens in new tab)Nebraska Department of Banking and Finance (Nebraska)
Official regulator starting point. Check registration, disciplinary history and current contact details independently.
Check: Official page content retrieved. Date: 2026-11-08.
https://ndbf.nebraska.gov/ (opens in new tab)City of Lincoln (Lincoln, Nebraska)
Official local resource for city navigation and transition questions. No local tax entitlement or product availability is asserted.
Check: Official page content retrieved. Date: 2026-11-08.
https://www.lincoln.ne.gov/ (opens in new tab)Nevada Department of Taxation (Nevada)
Official state tax resource. Use current instructions, not this site, to determine Nevada filing obligations.
Check: Official page content retrieved. Date: 2026-11-08.
https://tax.nv.gov/ (opens in new tab)Nevada Secretary of State securities regulation (Nevada)
Official regulator starting point. Check registration, disciplinary history and current contact details independently.
Check: Official page content retrieved. Date: 2026-11-08.
https://www.nvsos.gov/ (opens in new tab)Carson City consolidated municipality (Carson City, Nevada)
Official local resource for city navigation and transition questions. No local tax entitlement or product availability is asserted.
Check: Official page content retrieved. Date: 2026-11-08.
https://www.carsoncity.gov/business (opens in new tab)New Hampshire Department of Revenue Administration (New Hampshire)
Official state tax resource. Use current instructions, not this site, to determine New Hampshire filing obligations.
Check: Official page content retrieved. Date: 2026-11-08.
https://www.revenue.nh.gov/ (opens in new tab)New Hampshire Bureau of Securities Regulation (New Hampshire)
Official regulator starting point. Check registration, disciplinary history and current contact details independently.
Check: Official page content retrieved. Date: 2026-11-08.
https://www.sos.nh.gov/securities-regulation (opens in new tab)City of Concord (Concord, New Hampshire)
Official local resource for city navigation and transition questions. No local tax entitlement or product availability is asserted.
Check: Official page content retrieved. Date: 2026-11-08.
https://www.concordnh.gov/ (opens in new tab)New Jersey Division of Taxation (New Jersey)
Official state tax resource. Use current instructions, not this site, to determine New Jersey filing obligations.
Check: Official page content retrieved. Date: 2026-11-08.
https://www.nj.gov/treasury/taxation/ (opens in new tab)New Jersey Bureau of Securities (New Jersey)
Official regulator starting point. Check registration, disciplinary history and current contact details independently.
Check: Official page content retrieved. Date: 2026-11-08.
https://njconsumeraffairs.gov/bos (opens in new tab)City of Trenton (Trenton, New Jersey)
Official local resource for city navigation and transition questions. No local tax entitlement or product availability is asserted.
Check: Official page content retrieved. Date: 2026-11-08.
https://www.trentonnj.org/ (opens in new tab)New Mexico Taxation and Revenue Department (New Mexico)
Official state tax resource. Use current instructions, not this site, to determine New Mexico filing obligations.
Check: Official page content retrieved. Date: 2026-11-08.
https://www.tax.newmexico.gov/ (opens in new tab)New Mexico Securities Division (New Mexico)
Official regulator starting point. Check registration, disciplinary history and current contact details independently.
Check: Official page content retrieved. Date: 2026-11-08.
https://www.rld.nm.gov/securities-division/ (opens in new tab)City of Santa Fe (Santa Fe, New Mexico)
Official local resource for city navigation and transition questions. No local tax entitlement or product availability is asserted.
Check: Official page content retrieved. Date: 2026-11-08.
https://santafenm.gov/ (opens in new tab)New York State Department of Taxation and Finance (New York)
Official state tax resource. Use current instructions, not this site, to determine New York filing obligations.
Check: Official page content retrieved. Date: 2026-11-08.
https://www.tax.ny.gov/ (opens in new tab)New York Attorney General Investor Protection Bureau (New York)
Official regulator starting point. Check registration, disciplinary history and current contact details independently.
Check: Official page content retrieved. Date: 2026-11-08.
https://ag.ny.gov/resources/government-organizations/investments-registration-regulation (opens in new tab)City of Albany (Albany, New York)
Official local resource for city navigation and transition questions. No local tax entitlement or product availability is asserted.
Check: Official page content retrieved. Date: 2026-11-08.
https://www.albanyny.gov/687/BRC-Forms-Informationals (opens in new tab)North Carolina Department of Revenue (North Carolina)
Official state tax resource. Use current instructions, not this site, to determine North Carolina filing obligations.
Check: Official page content retrieved. Date: 2026-11-08.
https://www.ncdor.gov/ (opens in new tab)North Carolina Secretary of State Securities Division (North Carolina)
Official regulator starting point. Check registration, disciplinary history and current contact details independently.
Check: Official page content retrieved. Date: 2026-11-08.
https://www.sosnc.gov/divisions/securities (opens in new tab)City of Raleigh (Raleigh, North Carolina)
Official local resource for city navigation and transition questions. No local tax entitlement or product availability is asserted.
Check: Official page content retrieved. Date: 2026-11-08.
https://raleighnc.gov/ (opens in new tab)North Dakota Office of State Tax Commissioner (North Dakota)
Official state tax resource. Use current instructions, not this site, to determine North Dakota filing obligations.
Check: Official page content retrieved. Date: 2026-11-08.
https://www.tax.nd.gov/ (opens in new tab)North Dakota Securities Department (North Dakota)
Official regulator starting point. Check registration, disciplinary history and current contact details independently.
Check: Official page content retrieved. Date: 2026-11-08.
https://www.securities.nd.gov/ (opens in new tab)City of Bismarck (Bismarck, North Dakota)
Official local resource for city navigation and transition questions. No local tax entitlement or product availability is asserted.
Check: Official page content retrieved. Date: 2026-11-08.
https://www.bismarcknd.gov/ (opens in new tab)Ohio Department of Taxation (Ohio)
Official state tax resource. Use current instructions, not this site, to determine Ohio filing obligations.
Check: Official page content retrieved. Date: 2026-11-08.
https://tax.ohio.gov/ (opens in new tab)Ohio Division of Securities (Ohio)
Official regulator starting point. Check registration, disciplinary history and current contact details independently.
Check: Official page content retrieved. Date: 2026-11-08.
https://com.ohio.gov/divisions-and-programs/securities (opens in new tab)City of Columbus (Columbus, Ohio)
Official local resource for city navigation and transition questions. No local tax entitlement or product availability is asserted.
Check: Official page content retrieved. Date: 2026-11-08.
https://www.columbus.gov/ (opens in new tab)Oklahoma Tax Commission (Oklahoma)
Official state tax resource. Use current instructions, not this site, to determine Oklahoma filing obligations.
Check: Official page content retrieved. Date: 2026-11-08.
https://oklahoma.gov/tax.html (opens in new tab)Oklahoma Department of Securities (Oklahoma)
Official regulator starting point. Check registration, disciplinary history and current contact details independently.
Check: Official page content retrieved. Date: 2026-11-08.
https://www.securities.ok.gov/ (opens in new tab)City of Oklahoma City (Oklahoma City, Oklahoma)
Official local resource for city navigation and transition questions. No local tax entitlement or product availability is asserted.
Check: Official page content retrieved. Date: 2026-11-08.
https://www.okc.gov/ (opens in new tab)Oregon Department of Revenue (Oregon)
Official state tax resource. Use current instructions, not this site, to determine Oregon filing obligations.
Check: Official page content retrieved. Date: 2026-11-08.
https://www.oregon.gov/dor/ (opens in new tab)Oregon Division of Financial Regulation (Oregon)
Official regulator starting point. Check registration, disciplinary history and current contact details independently.
Check: Official page content retrieved. Date: 2026-11-08.
https://dfr.oregon.gov/ (opens in new tab)City of Salem (Salem, Oregon)
Official local resource for city navigation and transition questions. No local tax entitlement or product availability is asserted.
Check: Official page content retrieved. Date: 2026-11-08.
https://www.cityofsalem.net/ (opens in new tab)Pennsylvania Department of Revenue (Pennsylvania)
Official state tax resource. Use current instructions, not this site, to determine Pennsylvania filing obligations.
Check: Official page content retrieved. Date: 2026-11-08.
https://www.pa.gov/agencies/revenue.html (opens in new tab)Pennsylvania Department of Banking and Securities (Pennsylvania)
Official regulator starting point. Check registration, disciplinary history and current contact details independently.
Check: Official page content retrieved. Date: 2026-11-08.
https://www.pa.gov/agencies/dobs.html (opens in new tab)City of Harrisburg (Harrisburg, Pennsylvania)
Official local resource for city navigation and transition questions. No local tax entitlement or product availability is asserted.
Check: Official page content retrieved. Date: 2026-11-08.
https://harrisburgpa.gov/business/index.php (opens in new tab)Rhode Island Division of Taxation (Rhode Island)
Official state tax resource. Use current instructions, not this site, to determine Rhode Island filing obligations.
Check: Official page content retrieved. Date: 2026-11-08.
https://tax.ri.gov/ (opens in new tab)Rhode Island Department of Business Regulation (Rhode Island)
Official regulator starting point. Check registration, disciplinary history and current contact details independently.
Check: Official page content retrieved. Date: 2026-11-08.
https://dbr.ri.gov/ (opens in new tab)City of Providence (Providence, Rhode Island)
Official local resource for city navigation and transition questions. No local tax entitlement or product availability is asserted.
Check: Official page content retrieved. Date: 2026-11-08.
https://www.providenceri.gov/ (opens in new tab)South Carolina Department of Revenue (South Carolina)
Official state tax resource. Use current instructions, not this site, to determine South Carolina filing obligations.
Check: Official page content retrieved. Date: 2026-11-08.
https://dor.sc.gov/ (opens in new tab)South Carolina Attorney General Securities Division (South Carolina)
Official regulator starting point. Check registration, disciplinary history and current contact details independently.
Check: Official page content retrieved. Date: 2026-11-08.
https://www.scag.gov/inside-the-office/legal-services-division/securities (opens in new tab)City of Columbia (Columbia, South Carolina)
Official local resource for city navigation and transition questions. No local tax entitlement or product availability is asserted.
Check: Official page content retrieved. Date: 2026-11-08.
https://columbiasc.gov/ (opens in new tab)South Dakota Department of Revenue (South Dakota)
Official state tax resource. Use current instructions, not this site, to determine South Dakota filing obligations.
Check: Official page content retrieved. Date: 2026-11-08.
https://dor.sd.gov/ (opens in new tab)South Dakota Division of Insurance and Securities (South Dakota)
Official regulator starting point. Check registration, disciplinary history and current contact details independently.
Check: Official page content retrieved. Date: 2026-11-08.
https://dlr.sd.gov/securities/ (opens in new tab)City of Pierre (Pierre, South Dakota)
Official local resource for city navigation and transition questions. No local tax entitlement or product availability is asserted.
Check: Official page content retrieved. Date: 2026-11-08.
https://www.cityofpierre.org/237/Business-Services (opens in new tab)Tennessee Department of Revenue (Tennessee)
Official state tax resource. Use current instructions, not this site, to determine Tennessee filing obligations.
Check: Official page content retrieved. Date: 2026-11-08.
https://www.tn.gov/revenue.html (opens in new tab)Tennessee Securities Division (Tennessee)
Official regulator starting point. Check registration, disciplinary history and current contact details independently.
Check: Official page content retrieved. Date: 2026-11-08.
https://www.tn.gov/commerce/securities.html (opens in new tab)Metropolitan Government of Nashville and Davidson County (Nashville, Tennessee)
Official local resource for city navigation and transition questions. No local tax entitlement or product availability is asserted.
Check: Official page content retrieved. Date: 2026-11-08.
https://www.nashville.gov/ (opens in new tab)Texas Comptroller of Public Accounts (Texas)
Official state tax resource. Use current instructions, not this site, to determine Texas filing obligations.
Check: Official page content retrieved. Date: 2026-11-08.
https://comptroller.texas.gov/ (opens in new tab)Texas State Securities Board (Texas)
Official regulator starting point. Check registration, disciplinary history and current contact details independently.
Check: Official page content retrieved. Date: 2026-11-08.
https://www.ssb.texas.gov/ (opens in new tab)City of Austin (Austin, Texas)
Official local resource for city navigation and transition questions. No local tax entitlement or product availability is asserted.
Check: Official page content retrieved. Date: 2026-11-08.
https://www.austintexas.gov/ (opens in new tab)Utah State Tax Commission (Utah)
Official state tax resource. Use current instructions, not this site, to determine Utah filing obligations.
Check: Official page content retrieved. Date: 2026-11-08.
https://tax.utah.gov/ (opens in new tab)Utah Division of Securities (Utah)
Official regulator starting point. Check registration, disciplinary history and current contact details independently.
Check: Official page content retrieved. Date: 2026-11-08.
https://securities.utah.gov/ (opens in new tab)Salt Lake City government (Salt Lake City, Utah)
Official local resource for city navigation and transition questions. No local tax entitlement or product availability is asserted.
Check: Official page content retrieved. Date: 2026-11-08.
https://www.slc.gov/ (opens in new tab)Vermont Department of Taxes (Vermont)
Official state tax resource. Use current instructions, not this site, to determine Vermont filing obligations.
Check: Official page content retrieved. Date: 2026-11-08.
https://tax.vermont.gov/ (opens in new tab)Vermont Department of Financial Regulation (Vermont)
Official regulator starting point. Check registration, disciplinary history and current contact details independently.
Check: Official page content retrieved. Date: 2026-11-08.
https://dfr.vermont.gov/ (opens in new tab)City of Montpelier (Montpelier, Vermont)
Official local resource for city navigation and transition questions. No local tax entitlement or product availability is asserted.
Check: Official page content retrieved. Date: 2026-11-08.
https://www.montpelier-vt.org/ (opens in new tab)Virginia Department of Taxation (Virginia)
Official state tax resource. Use current instructions, not this site, to determine Virginia filing obligations.
Check: Official page content retrieved. Date: 2026-11-08.
https://www.tax.virginia.gov/ (opens in new tab)Virginia State Corporation Commission (Virginia)
Official regulator starting point. Check registration, disciplinary history and current contact details independently.
Check: Official page content retrieved. Date: 2026-11-08.
https://www.scc.virginia.gov/ (opens in new tab)City of Richmond (Richmond, Virginia)
Official local resource for city navigation and transition questions. No local tax entitlement or product availability is asserted.
Check: Official page content retrieved. Date: 2026-11-08.
https://www.rva.gov/ (opens in new tab)Washington Department of Revenue (Washington)
Official state tax resource. Use current instructions, not this site, to determine Washington filing obligations.
Check: Official page content retrieved. Date: 2026-11-08.
https://dor.wa.gov/ (opens in new tab)Washington Department of Financial Institutions (Washington)
Official regulator starting point. Check registration, disciplinary history and current contact details independently.
Check: Official page content retrieved. Date: 2026-11-08.
https://dfi.wa.gov/ (opens in new tab)City of Olympia (Olympia, Washington)
Official local resource for city navigation and transition questions. No local tax entitlement or product availability is asserted.
Check: Official page content retrieved. Date: 2026-11-08.
https://www.olympiawa.gov/ (opens in new tab)West Virginia Tax Division (West Virginia)
Official state tax resource. Use current instructions, not this site, to determine West Virginia filing obligations.
Check: Official page content retrieved. Date: 2026-11-08.
https://tax.wv.gov/ (opens in new tab)West Virginia State Auditor securities regulation (West Virginia)
Official regulator starting point. Check registration, disciplinary history and current contact details independently.
Check: Official page content retrieved. Date: 2026-11-08.
https://www.wvsao.gov/ (opens in new tab)City of Charleston (Charleston, West Virginia)
Official local resource for city navigation and transition questions. No local tax entitlement or product availability is asserted.
Check: Official page content retrieved. Date: 2026-11-08.
https://www.charlestonwv.gov/ (opens in new tab)Wisconsin Department of Revenue (Wisconsin)
Official state tax resource. Use current instructions, not this site, to determine Wisconsin filing obligations.
Check: Official page content retrieved. Date: 2026-11-08.
https://www.revenue.wi.gov/ (opens in new tab)Wisconsin Department of Financial Institutions (Wisconsin)
Official regulator starting point. Check registration, disciplinary history and current contact details independently.
Check: Official page content retrieved. Date: 2026-11-08.
https://dfi.wi.gov/ (opens in new tab)City of Madison (Madison, Wisconsin)
Official local resource for city navigation and transition questions. No local tax entitlement or product availability is asserted.
Check: Official page content retrieved. Date: 2026-11-08.
https://www.cityofmadison.com/ (opens in new tab)Wyoming Department of Revenue (Wyoming)
Official state tax resource. Use current instructions, not this site, to determine Wyoming filing obligations.
Check: Official page content retrieved. Date: 2026-11-08.
https://revenue.wyo.gov/ (opens in new tab)Wyoming Secretary of State securities regulation (Wyoming)
Official regulator starting point. Check registration, disciplinary history and current contact details independently.
Check: Official page content retrieved. Date: 2026-11-08.
https://sos.wyo.gov/ (opens in new tab)City of Cheyenne (Cheyenne, Wyoming)
Official local resource for city navigation and transition questions. No local tax entitlement or product availability is asserted.
Check: Official page content retrieved. Date: 2026-11-08.
https://www.cheyennecity.org/ (opens in new tab)Start with the private topic quiz
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