5 New Updates on Economic Impact Payments
New information continues to unfold as Congress provides clarity on several aspects of the economic impact…
Read this Insight...
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…
Read this Insight...
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.…
Read this Insight...
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…
Read this Insight...
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...
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 ...
Read this insight 
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 ...
Read this insight 
Expanded Sec. 152 for Dependents
The Tax Cuts and Jobs Act broadened the Child Tax Credit and introduced some big changes ...
Read this insight 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. ...
Read this insight
Team Member Spotlight
Congratulations to our team members on their recent promotions! A total of 13 team members took ...
Read this insight Uncertain Future for CA Estate Tax
California is currently among 30 states that do not impose a state estate tax. State legislature, ...
Read this insight Top 5 Real Estate Accounting Mistakes
Even some of the savviest real estate brokers can get trapped in the most common accounting ...
Read this insight 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 ...
Read this insight 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 ...
Read this insight