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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 on gift and estate tax exclusion amounts made between...
Team Member Spotlight
Congratulations to Ana Cook for completing the Insurance Academy Series with OneDigital! Ana wears many hats with the firm; and now her role as an...
How to Leave Your Digital Legacy
As we continue to expand our digital footprint, it is important to incorporate our digital lives into an estate plan so our digital legacy may...
Year-End Tax Planning for Individuals
As we closed out the 2018 tax filing season, we saw significant changes over the last year with most of the tax provisions in the...
Year-End Tax Planning for Businesses
The first year of filing under the new Tax Cuts and Jobs Act (TCJA) is in the books. With most of the provisions taking effect...
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 40 by the Pacific Coast Business Times! This award...
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 IRS reporting requirements surrounding cooperative commissions. This article explains...
Expanded Sec. 152 for Dependents
The Tax Cuts and Jobs Act broadened the Child Tax Credit and introduced some big changes to more qualifying taxpayers. Child Tax Credit If you...
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. Due to the increase in popularity of cryptocurrency, the...
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