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.

Those who hire independent contractors should file Form 1096 with their taxes when reporting non-employee compensation to the IRS by mail. Tax documentation can be a complex landscape for employers, ...

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 ...

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, ...