Retirement Withdrawal Strategies
Are you retired or thinking about it? That probably means you are preparing to transition from…
Read this Insight...The Buzz on Benefit Corporations & B Corps
Ben & Jerry’s, Etsy, Seventh Generation and our very own local icon, Patagonia, are a few…
Read this Insight...BPW is More Than Just an Accounting Firm
On Tuesday, January 17, 2013 we held our annual Tax Season Kick Off Breakfast to ring…
Read this Insight...Tax Court Denial of Charitable Deductions
The Tax Court recently ruled that a married couple's significant amount of charitable contributions were not ...
Read this insight New Tax on Investment Income to Support Medicare
The recent Supreme Court ruling on the healthcare law upheld the Patient Protection and Affordable Care ...
Read this insight IRS Audits Foreseeable for Ultra-Wealthy
The Internal Revenue Service (IRS) has ramped up its efforts in recent years by expanding its ...
Read this insight Regulatory Changes to Pension Plans – Upcoming Deadlines
In an effort to clarify the general ambiguity that looms over pension plans and fees paid ...
Read this insight A Trust That Keeps on Giving
With a properly executed estate plan, your wealth can be enjoyed by your children and even ...
Read this insight Business Vehicle Depreciation Limits Released for 2012
The IRS recently released the updated version of allowable depreciation limits for business passenger vehicles and ...
Read this insight Social Security Statements Available Online
As of May 1, the Social Security Administration now provides workers, ages 18 and over, with ...
Read this insight Key Provisions of the JOBS Act
On April 5, President Obama signed into law the Jumpstart Our Business Startups Act (JOBS Act), ...
Read this insight Planning a Successful CRM Project
"Plan the work and work the plan." That's what my grandfather always used to tell me. ...
Read this insight Bridget Foreman Named Among Top 50 Women in Business
Santa Barbara, CA – Partner Bridget Foreman was named one of the 2012 Top Women in Business ...
Read this insight Three BPW Team Members Receive CPA License
Santa Barbara, CA – Jason Van Reken, Stacey Foley and Jorge Melgoza of Bartlett, Pringle & ...
Read this insight BOE Targeting Local Businesses for Sales and Use Tax Payments
The State Board of Equalization (BOE) is taking a new approach to collect California sales and ...
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