Insights by Author: Debbie Mathieu

What You Need to Know About the Child Tax Credit and Economic Impact Payment Notices

February 21, 2022

Many taxpayers have already received IRS Letters 6419 and 6475 containing details about their 2021 advance…

Read this Insight...

2022 Year-End Tax Planning for Individuals

While 2022 started out with some uncertainty about potential tax law changes, very few of the ...
Read this insight

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 ...
Read this insight

Fed Raises Its Policy Rate by 75 Basis Points as It Prepares to Slow Pace of Hikes

The Federal Reserve increased its policy rate by 75 basis points on Wednesday to a range ...
Read this insight

What Is an S-Corp Election?

Download our Whitepaper Click below to view our in-depth whitepaper. Contact Us We are always interested ...
Read this insight

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 ...
Read this insight

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 ...
Read this insight

Crystal A. Knepler Named Partner

SANTA BARBARA, CA – September 1, 2022 – Bartlett, Pringle & Wolf, LLP (BPW), a leading ...
Read this insight

IRS Grants Failure to File Penalty Relief for 2019 and 2020 Returns

Executive Summary The IRS released Notice 2022-36 providing relief for certain taxpayers from certain failure to ...
Read this insight

IRS Extends Time to Make Portability Election

Portability is often an effective, go-to estate planning strategy that could make a considerable difference for ...
Read this insight

Gifts-in-Kind: New Reporting Requirements for Nonprofits

Nonprofits that receive contributions of nonfinancial assets are subject to new financial reporting rules. Because of ...
Read this insight

The Price of War: Risks Around the Inflation Outlook

While we expect the annual inflation rate to peak this quarter as comparisons to the lower ...
Read this insight

A Fresh Look at Retirement Withdrawal Rules

Strict rules govern the timing of retirement account withdrawals. These rules may change in the near ...
Read this insight