IRS Extends Time to Make Portability Election
Portability is often an effective, go-to estate planning strategy that could make a considerable difference for…
May 7 Deadline for Big Businesses
The Treasury Department is granting safe harbor to large and public companies that voluntarily return stimulus…
Is a Donor-Advised Fund Right for You?
Donor-advised funds (DAFs) have grown in popularity over the past decade. According to the National Philanthropic Trust…
Uncertain Future for CA Estate Tax
California is currently among 30 states that do not impose a state estate tax. State legislature,…
Generating Interest with Intrafamily Loans
Lending money to family members may be personal, but it pays to treat loans like business.…
Is a Donor-Advised Fund Right for You?
Donor-advised funds (DAFs) have grown in popularity over the past decade. According to the National Philanthropic Trust ...
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The SECURE Act: Key Takeaways and Strategies to Consider
Over the past few years, we have seen some of the greatest shifts in tax legislation. ...
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Tax Tips for Law Firms
Whether you're a partner or an associate in a law firm, the IRS has rules that ...
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Tax Deductions from Land Donations Under Scrutiny
The IRS announced that they will be keeping a watchful eye on certain land donation deals ...
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IRS Establishes No Clawback Rule on Gifts and Estates
‘Tis the season for giving! In a recent announcement, the IRS presented the highly-anticipated final regulations ...
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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 ...
Read this insight Year-End Tax Planning for Individuals
As we closed out the 2018 tax filing season, we saw significant changes over the last ...
Read this insight 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 ...
Read this insight 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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