Financial Planning
Get legal advice on how to take control of your personal or business finances, whether you're tackling student loans, medical bills, taxes, or bankruptcy.
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What Are the Codes in Form W2 Box 12?
Form W-2 can appear overwhelming, particularly Box 12 with its long list of technical codes. Start with an understanding of what the codes represent.
· 3 min read
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What Is a W-9 Form, and When Do I Need One?
The taxpayer information on a W-9 is used by a business to report to the IRS on payments made to independent contractors and other vendors. Should you be filling out a W-9 or W-4? It depends on whether you're an independent contractor or an employee.
· 3 min read
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What Are Inheritance Taxes?
Inheritance taxes are only collected in a handful of states, but if they apply to your inheritance, you're going to want to know the basics—and possibly how to avoid these taxes.
· 4 min read
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What Are Estimated Quarterly Tax Deadlines in 2026?
Staying on top of your quarterly taxes can give you peace of mind—and save you money.
· 8 min read
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How Long Should You Keep Tax Returns?
While you might have thought you needed to hold onto your financial records for a minimum of seven years, three years is the new standard for most tax filers.
· 12 min read
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1099 NEC vs. 1099 MISC
You may have noticed that independent contractor payments are now reported on the tax form 1099-NEC rather than the 1099-MISC. What prompted this change? Here's everything you need to know about this new informational IRS form.
· 3 min read
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Charitable Contributions: How Much Can You Write Off?
Your ability to deduct charitable gifts depends on the type of donations you make and the organizations receiving them.
· 3 min read
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10 Key Tax Deductions for Your Small Business
Own a small business? You may benefit from utilizing these 10 deductions to lower your taxable income. Key deductions include those for home office expenses, health insurance premiums, and startup costs.
· 5 min read
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How to Find a California Tax ID EIN
Have you misplaced or forgotten your California Tax ID Number or EIN? Locate it with these expert tips to retrieve it.
· 7 min read
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Filing Taxes for a Business With No Income: What to Know
Even if your business had no income this year, you still may need to file annual taxes. It all depends on the business activity and type of business.
· 6 min read
