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…

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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…

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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…

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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…

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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…

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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…

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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…

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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…

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A Fresh Look at Retirement Withdrawal Rules

Strict rules govern the timing of retirement account withdrawals. These rules may change in the near ...
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BPW Named Among Accounting Today’s 2022 Top Regional Leaders

Bartlett, Pringle & Wolf, LLP (BPW) is excited to share that the firm was recently named ...
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Is Now the Right Time to Invest in Cryptocurrency?

Cryptocurrency has been in the news a lot lately as it continues to gain traction as ...
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The Spousal Lifetime Access Trust: A Near-Perfect Tool?

The Spousal Lifetime Access Trust is not one of the better-known trusts but has become a ...
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Advantages of a Cost Segregation Study

Whether putting up a new building or renovating an existing one, companies are discovering that they ...
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Pass-Through Entity Updates Webinar

We have been closely following the new filing requirements being issued from the IRS, as well ...
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Tax Alert Webinar: Find Out What the New IRS Guidance and CA Tax Law Changes Mean for Your Business

Thursday, March 3 1:00pmLive Webinar   SIGN UP NOW   Are you curious about…how California's recently ...
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Important Changes to California’s Elective Pass-Through Entity Tax

California recently revised its SALT cap workaround to be more appealing for qualifying owners of S ...
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What You Need to Know About the Child Tax Credit and Economic Impact Payment Notices

Many taxpayers have already received IRS Letters 6419 and 6475 containing details about their 2021 advance ...
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Employees in Other States? Here are the Top Tax Implications to Consider

Return-to-office plans remain in a state of limbo as some employers find that a remote work ...
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How are Trusts Taxed?

three generation happy asian family walking outdoors in park A trust can be a powerful estate-planning ...
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Tax Breaks for the Elderly

Getting older has its perks, including tax breaks. Your income threshold for filing a tax return ...
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