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  2. Gregory v. Helvering - Wikipedia

    en.wikipedia.org/wiki/Gregory_v._Helvering

    Gregory v. Helvering, 293 U.S. 465 (1935), was a landmark decision by the United States Supreme Court concerned with U.S. income tax law. [1] The case is cited as part of the basis for two legal doctrines: the business purpose doctrine and the doctrine of substance over form.

  3. Helvering v. Horst - Wikipedia

    en.wikipedia.org/wiki/Helvering_v._Horst

    A taxpayer who is normally taxable only on the receipt of interest payments cannot escape taxation by giving away his right to such income. Furthermore, when assigning income from property to another person (particularly a family member) in the form of a gift, the courts will usually see it as a way to avoid tax and thus consider it “fruit.”

  4. Cesarini v. United States - Wikipedia

    en.wikipedia.org/wiki/Cesarini_v._United_States

    Cesarini v. United States, 296 F. Supp. 3 (N.D. Ohio 1969), [1] is a historic case decided by the U.S. District Court for the Northern District of Ohio, where the court ruled that treasure trove property is included in gross income for the tax year when it was discovered.

  5. Equitable recoupment - Wikipedia

    en.wikipedia.org/wiki/Equitable_recoupment

    Equitable recoupment is a judicially created defense most commonly applied in legal cases in the federal and state tax systems of the U.S.. [1] [2] This doctrine can allow, under specific circumstances, the government to defeat a refund claim or a taxpayer to avoid an assessment on the basis of a past underpayment or overpayment that is outside the statute of limitations period.

  6. Theories of taxation - Wikipedia

    en.wikipedia.org/wiki/Theories_of_taxation

    Another important condition that must be satisfied is that the Lindahl tax system should link the tax paid by the individual to the utility he receives. This system promotes fairness. If the tax paid by an individual is equivalent to the utility he receives, and if this link is sufficiently good, then it leads to a Pareto optimality. [8]

  7. Davis v. Commissioner (constructive receipt) - Wikipedia

    en.wikipedia.org/wiki/Davis_v._Commissioner...

    The Tax court had to decide whether the taxpayer had the ability receive the check or whether she faced "substantial limitations" on this ability as a result of the circumstances. The Tax Court noted prior decisions that held a taxpayer to have constructively received funds as of the time of attempted delivery when the taxpayer made a decision ...

  8. Economic substance - Wikipedia

    en.wikipedia.org/wiki/Economic_substance

    Economic substance is a doctrine in the tax law of the United States under which a transaction must have both a substantial purpose aside from reduction of tax liability and an economic effect aside from the tax effect in order to qualify for any tax benefits. This doctrine is used by the Internal Revenue Service to determine whether tax ...

  9. Category:Taxation in Ohio - Wikipedia

    en.wikipedia.org/wiki/Category:Taxation_in_Ohio

    Upload file; Special pages; Permanent link; Page information; Get shortened URL; Download QR code; Print/export Download as PDF; ... Pages in category "Taxation in Ohio"