Insights by Author: Crystal Knepler, CPA

Year-End Tax Planning for Individuals

November 19, 2024

As we approach 2025, future tax policy is bracing for change in the coming years. With…

Read this Insight...

Key Tax Considerations for Real Estate Investors in 2024

March 11, 2024

Amid the backdrop of market realignment, higher interest rates, and shifting workplace habits, investors remain cautiously…

Read this Insight...

2023 Year-End Tax Planning for Individuals

November 10, 2023

As the 2023 tax season winds down, it’s time to take a closer look at year-end…

Read this Insight...

2022 Year-End Tax Planning for Individuals

November 11, 2022

While 2022 started out with some uncertainty about potential tax law changes, very few of the…

Read this Insight...

Stimulus Payments Being Sent as Visa Debit Cards

May 25, 2020

The Internal Revenue Service has been distributing Economic Impact Payments to taxpayers across the nation since…

Read this Insight...

Year-End Tax Planning for Businesses

November 22, 2019

The first year of filing under the new Tax Cuts and Jobs Act (TCJA) is in…

Read this Insight...

Top 5 Real Estate Accounting Mistakes

August 7, 2019

Even some of the savviest real estate brokers can get trapped in the most common accounting…

Read this Insight...

IRS Audits Decline for Millionaires and Large Businesses

April 30, 2019

IRS audits of wealthy taxpayers and big business are on the downtick, reaching record lows in…

Read this Insight...
September 10, 2012

Understanding and Utilizing Financial Statements of Nonprofit Organizations

Financial statements provide a wealth of financial information about a nonprofit organization's most recent month, quarter ...
Read this insight →
August 14, 2012

Tax Court Denial of Charitable Deductions

The Tax Court recently ruled that a married couple's significant amount of charitable contributions were not ...
Read this insight →
July 30, 2012

New Tax on Investment Income to Support Medicare

The recent Supreme Court ruling on the healthcare law upheld the Patient Protection and Affordable Care ...
Read this insight →
July 19, 2012

IRS Audits Foreseeable for Ultra-Wealthy

The Internal Revenue Service (IRS) has ramped up its efforts in recent years by expanding its ...
Read this insight →
June 27, 2012

Regulatory Changes to Pension Plans – Upcoming Deadlines

In an effort to clarify the general ambiguity that looms over pension plans and fees paid ...
Read this insight →
June 5, 2012

A Trust That Keeps on Giving

With a properly executed estate plan, your wealth can be enjoyed by your children and even ...
Read this insight →
May 29, 2012

Business Vehicle Depreciation Limits Released for 2012

The IRS recently released the updated version of allowable depreciation limits for business passenger vehicles and ...
Read this insight →
May 22, 2012

Social Security Statements Available Online

As of May 1, the Social Security Administration now provides workers, ages 18 and over, with ...
Read this insight →
April 23, 2012

Key Provisions of the JOBS Act

On April 5, President Obama signed into law the Jumpstart Our Business Startups Act (JOBS Act), ...
Read this insight →
April 4, 2012

Planning a Successful CRM Project

"Plan the work and work the plan." That's what my grandfather always used to tell me. ...
Read this insight →
March 26, 2012

Bridget Foreman Named Among Top 50 Women in Business

Santa Barbara, CA – Partner Bridget Foreman was named one of the 2012 Top Women in Business ...
Read this insight →
March 16, 2012

Three BPW Team Members Receive CPA License

Santa Barbara, CA – Jason Van Reken, Stacey Foley and Jorge Melgoza of Bartlett, Pringle & ...
Read this insight →