Insights by Author: Gisela Rodriguez

Child Tax Credit Advances Start July 15

July 9, 2021

On July 15, 2021, the IRS will start sending monthly child tax credit payments to qualifying…

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When is My Capital Gains Rate 0%?

July 16, 2020

With a tax planning opportunity for just about everything, seeking to pay 0% on capital gains…

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The CARES Act: An Overview for Individuals

April 2, 2020

The CARES Act provides some big wins for individual taxpayers who are in need of an…

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Corporations Receive Tax Clarity for Offshore Profits

July 25, 2019

The IRS released highly-anticipated clarity for multinational corporations on how U.S. tax will be calculated on…

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DOL Revisits Overtime Rule in Proposal

April 23, 2019

On March 7, the Department of Labor (DOL) released a proposed rule that would raise the…

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Top 7 Last-Minute Tax Strategies

December 21, 2018

There’s still time left in the year to make some last-minute tax moves. If you are…

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Blended Federal Income Tax Rate for Corporations with Fiscal Year

June 17, 2018

In a recent release by the Internal Revenue Service, corporations operating on a fiscal year that…

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Tax Relief in a Federally-Declared Disaster Area

January 22, 2018

On January 2, the President declared a major natural disaster for those areas affected by the…

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Social Security Changes in 2017

July 17, 2017

The Social Security Administration released a few changes to the program making an impact in 2017.…

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New Overtime Rule Put On Hold by Federal Injunction

January 11, 2017

A recent ruling by U.S. District Judge Mazzant has put a nationwide hold on the Department…

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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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Corporations Receive Tax Clarity for Offshore Profits

The IRS released highly-anticipated clarity for multinational corporations on how U.S. tax will be calculated on ...
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President Signs IRS Reform Bill

On July 1, President Trump signed into law the bipartisan IRS reform bill, the Taxpayer First ...
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