Don't let tax season catch you off guard. We break down the key differences on a W-2 and 1099 forms that directly impact your tax refund.

Here's what you should know about the form 1099-MISC, Miscellaneous Income: A form 1099, Miscellaneous Income, is a "catch all" form. It's used to report income that can't be neatly categorized ...

Here's what you should know about the form 1099-K, Payment Card and Third Party Network Transactions: A form 1099-K, Payment Card and Third Party Network Transactions, is used to report certain ...

Preparing for tax season can be overwhelming. However, understanding the key forms you'll encounter can help avoid tax debt and get ahead financially. Whether you're a seasoned filer or handling taxes ...

For this episode, I'm delighted to have as my guest Tracy Hom, a certified public accountant with the firm Realize CPA. Tracy will address frequently asked questions from private foundation directors ...

SEC Form N-14 is vital for registering certain financial transactions. Discover its purpose and contents, ensuring informed ...

Your financial adviser may have presented you with a new compliance form called Form CRS. This form is now being required to be sent to clients by the Securities and Exchange Commission (SEC), which ...

Every direct employee of a company receives a W-2 form in January. The W-2 is the base document that defines your tax obligations, so it is important that you review and understand yours. However, ...