Insights & News

How to Leave Your Digital Legacy

By Kathleen Donelan-Maher | December 19, 2019

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

By Bridget Foreman, CPA | November 22, 2019

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

By Crystal Knepler, CPA | November 22, 2019

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

By BPW | October 9, 2019

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

By Bridget Foreman, CPA | October 4, 2019

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

By Abel Barragan | September 10, 2019

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

By Tiffany Ann Goodall | August 27, 2019

Taxpayers who exchange cryptocurrency may receive a letter this month from the IRS regarding reporting issues.…

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Team Member Spotlight

By BPW | August 23, 2019

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

By Eileen Sheridan | August 16, 2019

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

By Crystal Knepler, CPA | August 7, 2019

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

By Devin Witt | July 30, 2019

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

By Gisela Rodriguez | 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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