Preparing for tax season can be overwhelming. However, understanding the key forms you'll encounter can help avoid tax debt ...

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 ...

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 ...

Discover the purpose of SEC Form 5, an essential document for disclosing unreported securities transactions by company insiders, to ensure compliance with the SEC.

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, ...

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 ...

Retirement is a journey, and managing its financial aspects shouldn't be a maze. Enter Form 1099-R, a key document that often puzzles many at tax time. This guide is not just about decoding a tax form ...

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 ...