Insights by Author: Debbie Mathieu

What You Need to Know About the Child Tax Credit and Economic Impact Payment Notices

February 21, 2022

Many taxpayers have already received IRS Letters 6419 and 6475 containing details about their 2021 advance…

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Team Member Spotlight

Congratulations to Ana Cook for completing the Insurance Academy Series with OneDigital! Ana wears many hats ...
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How to Leave Your Digital Legacy

As we continue to expand our digital footprint, it is important to incorporate our digital lives ...
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Year-End Tax Planning for Individuals

As we closed out the 2018 tax filing season, we saw significant changes over the last ...
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Year-End Tax Planning for Businesses

The first year of filing under the new Tax Cuts and Jobs Act (TCJA) is in ...
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Crystal Knepler Named One of the 2019 40 Under 40

Congratulations to BPW Tax Manager Crystal Knepler on being named one of the 2019 40 Under ...
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Required Reporting on Cooperative Commissions in Real Estate Transactions

If you are a real estate broker or agent, you may not be aware of the ...
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Expanded Sec. 152 for Dependents

The Tax Cuts and Jobs Act broadened the Child Tax Credit and introduced some big changes ...
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IRS Sends Warning Letter to Cryptocurrency Users About Reporting

Taxpayers who exchange cryptocurrency may receive a letter this month from the IRS regarding reporting issues. ...
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Team Member Spotlight

Congratulations to our team members on their recent promotions! A total of 13 team members took ...
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Uncertain Future for CA Estate Tax

California is currently among 30 states that do not impose a state estate tax. State legislature, ...
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Top 5 Real Estate Accounting Mistakes

Even some of the savviest real estate brokers can get trapped in the most common accounting ...
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CA, You’re Not Alone – Treasury Bans All SALT Deduction Workarounds

The Treasury Department and the IRS recently issued final regulations blocking all states from trying to ...
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