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…

Retirement Plan Options for Self-Employed Business Owners

Owning your own business gives you a great deal of freedom to make your own choices. ...
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5 New Updates on Economic Impact Payments

New information continues to unfold as Congress provides clarity on several aspects of the economic impact ...
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How To Use a CPA as an Expert Witness

A CPA may be called upon as an expert witness to render a professional opinion, whether ...
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10 Ways to Improve Your Cash Flow

Cash flow is king. It is the lifeblood of any business. Often referred to as “working ...
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Tips for a Quicker End to Your Mortgage

If you're serious about paying off your mortgage quickly, realize that every dollar you add to ...
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Can I Claim a Home Office Deduction During COVID?

Many of us have rearranged, redecorated, or reimagined our homes to convert them into office spaces ...
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Annuities: Know the Pros and Cons

Some love annuities, some hate them, but there's no denying that many find them useful, and ...
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Is It Time to Move Off of QuickBooks?

QuickBooks is an excellent and cost-effective solution for small businesses, maybe even midsize businesses. But your ...
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When is My Capital Gains Rate 0%?

With a tax planning opportunity for just about everything, seeking to pay 0% on capital gains ...
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Tax Considerations for Today’s Mergers & Acquisitions

In the midst of continued uncertainty oscillating in the global market, opportunities emerge in times of ...
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SBA Stimulus Funding May Prompt Single Audit

In a rapid emergency response to the global pandemic, the federal government rolled out the Coronavirus ...
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FASB Grants Delay for Revenue Recognition and Leases Standard

In a recent and welcomed move, the Financial Accounting Standards Board (FASB) approved a one-year deferment ...
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