Insights by Author: Elizabeth Boscacci

Year-End Tax Planning for Individuals

October 28, 2016

With changes in the political landscape on the horizon, prospects for tax reform in 2017 and…

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2015 Year-End Tax Planning for Individuals

October 9, 2015

The first day of Fall is our signal to begin year-end tax planning. While the 2015…

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Small Business Reprieve on Health Premium Reimbursement Plans

May 15, 2015

Historically, companies that wanted their employees to be protected with health coverage, but didn’t want the…

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Highlights of the 2014 Tax Extender Package

January 19, 2015

On December 19, 2014, the President signed into law the Tax Increase Prevention Act of 2014…

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2014 Year-End Tax Planning for Individuals

October 7, 2014

It’s hard to believe that we are getting towards the end of another year, but with…

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2013 Year-End Tax Planning for Individuals

September 25, 2013

As we near the end of 2013, now is an excellent time of year to review…

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New Option for Home Office Deductions

March 5, 2013

In an effort to make things easier for owners of home-based businesses and for some home-based…

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IRS Questioning Under-Reporting on Business Returns and 1099-K Matching

December 28, 2012

The Internal Revenue Service is now using information statements to look for under-reporting on business returns.…

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Tax Court Denial of Charitable Deductions

August 14, 2012

The Tax Court recently ruled that a married couple’s significant amount of charitable contributions were not…

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Social Security Statements Available Online

May 22, 2012

As of May 1, the Social Security Administration now provides workers, ages 18 and over, with…

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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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