IRS Extends Time to Make Portability Election
Portability is often an effective, go-to estate planning strategy that could make a considerable difference for…
May 7 Deadline for Big Businesses
The Treasury Department is granting safe harbor to large and public companies that voluntarily return stimulus…
Is a Donor-Advised Fund Right for You?
Donor-advised funds (DAFs) have grown in popularity over the past decade. According to the National Philanthropic Trust…
Uncertain Future for CA Estate Tax
California is currently among 30 states that do not impose a state estate tax. State legislature,…
Generating Interest with Intrafamily Loans
Lending money to family members may be personal, but it pays to treat loans like business.…
BPW Named Best Place to Work
We are proud to have earned the recognition of Central Coast Best Places to Work by ...
Read this insight IRS Audits Decline for Millionaires and Large Businesses
IRS audits of wealthy taxpayers and big business are on the downtick, reaching record lows in ...
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DOL Revisits Overtime Rule in Proposal
On March 7, the Department of Labor (DOL) released a proposed rule that would raise the ...
Read this insight IRS Released Safe Harbor Guidance for Vehicle Deductions
The IRS recently released a safe harbor method that harmonizes 100% bonus depreciation with the annual ...
Read this insight Tax-Savvy Retirement Planning
With over 70 million baby boomers in the United States, how many are celebrating their 65th ...
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What is Acumatica?
Nearly everyone has their head in the cloud these days—and for a good reason. Cloud-based ERP ...
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IRS Issued Final Guidance on 199A Deduction for Pass-Through Entities
Forecasting, Finance, Calculator, Budget, Home Finances, Coffee, In a highly-anticipated release, the IRS provided a final ...
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Team Member Spotlight
Congratulations to Joanie Hardy and Linda Laramee on their recent promotions to the management team! Joanie ...
Read this insight Tracey Solomon Joins Partner Group
BPW is happy to announce the continued growth of the firm by welcoming Tracey Solomon to ...
Read this insight CA Implements Wayfair Sales Tax Decision
Another important deadline will make an entrance in April next year. Effective April 1, 2019, the ...
Read this insight 70+ Acts of Kindness in 2018
As 2018 comes to a close, and we look back on this past year celebrating our ...
Read this insight Top 7 Last-Minute Tax Strategies
There’s still time left in the year to make some last-minute tax moves. If you are ...
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