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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Annuities: Know the Pros and Cons

Some love annuities, some hate them, but there's no denying that many find them useful, and ...
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Is It Time to Move Off of QuickBooks?

QuickBooks is an excellent and cost-effective solution for small businesses, maybe even midsize businesses. But your ...
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When is My Capital Gains Rate 0%?

With a tax planning opportunity for just about everything, seeking to pay 0% on capital gains ...
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Tax Considerations for Today’s Mergers & Acquisitions

In the midst of continued uncertainty oscillating in the global market, opportunities emerge in times of ...
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SBA Stimulus Funding May Prompt Single Audit

In a rapid emergency response to the global pandemic, the federal government rolled out the Coronavirus ...
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FASB Grants Delay for Revenue Recognition and Leases Standard

In a recent and welcomed move, the Financial Accounting Standards Board (FASB) approved a one-year deferment ...
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Congress Loosens PPP Loan Restrictions

Congress recently passed legislation to loosen some of the restrictions that came with the popular Payroll ...
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Stimulus Payments Being Sent as Visa Debit Cards

The Internal Revenue Service has been distributing Economic Impact Payments to taxpayers across the nation since ...
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Do You Need a Will and a Trust?

Everyone wants to protect their families, even after they pass from this world. That’s the purpose ...
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The Essentials of Cloud-Based Accounting Software

“Siri, what is my year-to-date net income?” This is where technology is going. Are you on ...
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The CARES Act: Big Changes to Retirement Plans

Let’s talk retirement planning. How should retirement accounts be handled after the big changes seen in ...
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May 7 Deadline for Big Businesses

The Treasury Department is granting safe harbor to large and public companies that voluntarily return stimulus ...
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