Insights by Author: Crystal Knepler, CPA

Why 2025 Year-End Tax Planning Matters More Than Ever

December 17, 2025

As 2025 comes to a close, businesses and individuals face a tax environment defined by heightened complexity and rapid change, driven largely by the mid-year enactment of the One Big Beautiful Bill Act (OBBBA). This landmark legislation has reshaped planning strategies around depreciation, capital investments, and qualified business deductions, requiring taxpayers to reassess decisions already made while identifying time-sensitive opportunities before year-end. In this climate, effective tax planning goes beyond compliance—it demands proactive, strategic action to manage risk, optimize cash flow, and position for both immediate and long-term tax efficiency.

Year-End Tax Planning for Individuals

November 19, 2024

As we approach 2025, future tax policy is bracing for change in the coming years. With…

Key Tax Considerations for Real Estate Investors in 2024

March 11, 2024

Amid the backdrop of market realignment, higher interest rates, and shifting workplace habits, investors remain cautiously…

2023 Year-End Tax Planning for Individuals

November 10, 2023

As the 2023 tax season winds down, it’s time to take a closer look at year-end…

2022 Year-End Tax Planning for Individuals

November 11, 2022

While 2022 started out with some uncertainty about potential tax law changes, very few of the…

Stimulus Payments Being Sent as Visa Debit Cards

May 25, 2020

The Internal Revenue Service has been distributing Economic Impact Payments to taxpayers across the nation since…

Year-End Tax Planning for Businesses

November 22, 2019

The first year of filing under the new Tax Cuts and Jobs Act (TCJA) is in…

Top 5 Real Estate Accounting Mistakes

August 7, 2019

Even some of the savviest real estate brokers can get trapped in the most common accounting…

IRS Audits Decline for Millionaires and Large Businesses

April 30, 2019

IRS audits of wealthy taxpayers and big business are on the downtick, reaching record lows in…

Welcome to Tax Season 2023

Tax Season 2023 officially begins on Monday, January 23, 2023 when the IRS will begin accepting ...
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2022 Year-End Tax Planning for Individuals

While 2022 started out with some uncertainty about potential tax law changes, very few of the ...
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2022 Year-End Tax Planning for Businesses

It’s the time of year when we’re immersing ourselves in fall sports, thinking about the holiday ...
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Accounting Today Names BPW a ‘2022 Best Midsized Firm to Work For’ 10 Years Running

SANTA BARBARA, CA – September 15, 2022 – Bartlett, Pringle, & Wolf, LLP (BPW) was recently ...
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The Inflation Reduction Act and What It Means for You

The Inflation Reduction Act (the Act) was recently signed into law on Aug. 16 and contains ...
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Crystal A. Knepler Named Partner

SANTA BARBARA, CA – September 1, 2022 – Bartlett, Pringle & Wolf, LLP (BPW), a leading ...
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IRS Extends Time to Make Portability Election

Portability is often an effective, go-to estate planning strategy that could make a considerable difference for ...
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Gifts-in-Kind: New Reporting Requirements for Nonprofits

Nonprofits that receive contributions of nonfinancial assets are subject to new financial reporting rules. Because of ...
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A Fresh Look at Retirement Withdrawal Rules

Strict rules govern the timing of retirement account withdrawals. These rules may change in the near ...
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BPW Named Among Accounting Today’s 2022 Top Regional Leaders

Bartlett, Pringle & Wolf, LLP (BPW) is excited to share that the firm was recently named ...
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Is Now the Right Time to Invest in Cryptocurrency?

Cryptocurrency has been in the news a lot lately as it continues to gain traction as ...
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The Spousal Lifetime Access Trust: A Near-Perfect Tool?

The Spousal Lifetime Access Trust is not one of the better-known trusts but has become a ...
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