Insights by Author: Bonnie Zappacosta

Retirement Withdrawal Strategies

June 25, 2019

Are you retired or thinking about it? That probably means you are preparing to transition from…

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October 26, 2014
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October 25, 2014
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October 24, 2014
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October 24, 2014
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October 23, 2014
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October 22, 2014
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The Buzz on Benefit Corporations & B Corps

November 8, 2013

Ben & Jerry’s, Etsy, Seventh Generation and our very own local icon, Patagonia, are a few…

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BPW is More Than Just an Accounting Firm

January 21, 2012

On Tuesday, January 17, 2013 we held our annual Tax Season Kick Off Breakfast to ring…

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Danna McGrew Named one of the Top Women in Business

Congratulations to BPW Partner Danna McGrew, who was named one of the Top 50 Women in ...
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Reduced Restrictions on In-Plan Roth Rollovers

Among the changes and extensions in the recently enacted American Taxpayer Relief Act of 2012 ("Act"), ...
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New Option for Home Office Deductions

In an effort to make things easier for owners of home-based businesses and for some home-based ...
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2013 Community Appointments

Santa Barbara, CA â€“ Bartlett, Pringle & Wolf's team members announce their 2013 community appointments on various nonprofit boards. As ...
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The American Taxpayer Relief Act and How It Affects You

On January 1, 2013, by a vote of 89-8, the Senate passed H.R. 8, the American ...
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IRS Questioning Under-Reporting on Business Returns and 1099-K Matching

The Internal Revenue Service is now using information statements to look for under-reporting on business returns. ...
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Proposition 30 Imposes Additional Taxes Retroactively & Increases Sales Tax

On the November 2012 Ballot, 55.3% of Californians voted YES on California Proposition 30. It is ...
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BPW Named Among 2012 Best Accounting Firms to Work For

Santa Barbara, CA – We are very excited to announce that for the second time Bartlett, ...
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2012 Year-End Tax Planning for Individuals and Businesses

As 2012 is coming to a close, now is an ideal time to start preparing for ...
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Jacob Sheffield Receives 40 Under 40 Award

Santa Barbara, CA – Congratulations to Jacob Sheffield who was recently named one of the 40 ...
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Three Strategies That Add Flexibility to Your Estate Plan

In recent years, estate planning has been complicated by uncertainty over the future of the federal ...
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Understanding and Utilizing Financial Statements of Nonprofit Organizations

Financial statements provide a wealth of financial information about a nonprofit organization's most recent month, quarter ...
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