A Major Change in the Rules of IRA Rollovers
With a recent ruling by the United States Tax Court (the Court), there is now a…
Read this Insight...BOE Targeting Local Businesses for Sales and Use Tax Payments
The State Board of Equalization (BOE) is taking a new approach to collect California sales and…
Read this Insight...What Every Taxpayer Should Know About Identity Theft
We are hearing more and more about cases of identity theft. In the 2011 Identity Fraud…
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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 ...
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. ...
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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 ...
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