IRS Extends Time to Make Portability Election
Portability is often an effective, go-to estate planning strategy that could make a considerable difference for…
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May 7 Deadline for Big Businesses
The Treasury Department is granting safe harbor to large and public companies that voluntarily return stimulus…
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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…
Read this Insight...Uncertain Future for CA Estate Tax
California is currently among 30 states that do not impose a state estate tax. State legislature,…
Read this Insight...Generating Interest with Intrafamily Loans
Lending money to family members may be personal, but it pays to treat loans like business.…
Read this Insight...Corporations Receive Tax Clarity for Offshore Profits
The IRS released highly-anticipated clarity for multinational corporations on how U.S. tax will be calculated on ...
Read this insight President Signs IRS Reform Bill
On July 1, President Trump signed into law the bipartisan IRS reform bill, the Taxpayer First ...
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Not-for-Profits Now Benefit from GAAP Alternatives
The Financial Accounting Standards Board (FASB) recently announced that it will now extend two of its ...
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Retirement Withdrawal Strategies
Are you retired or thinking about it? That probably means you are preparing to transition from ...
Read this insight Cloud-Based Versus On-Premise Software
Last month we announced our newest partnership with Acumatica to offer cloud-based ERP software services. But ...
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Lingering Uncertainties Post Tax Season
Now that April 15 has come and gone, have all of our tax reform questions been ...
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Team Member Spotlight
Congratulations to BPW Partner Tracey Solomon and BPW Supervisor Tiffany Ann Goodall on their recent awards ...
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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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