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.…
Update: Tax Reform Moving Through Congress
In last month’s newsletter, we gave a brief overview of the Trump administration’s tax reform proposal, ...
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Team Member Spotlight
Congratulations to our team members on their recent promotions! We are proud to announce that six ...
Read this insight Bridget Foreman and Danna McGrew named Who’s Who in Professional Services
The Pacific Coast Business Times recently named BPW Partners, Bridget Foreman and Danna McGrew as two ...
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Year-End Tax Planning for Businesses
With the release of the Trump administration’s tax reform proposal, new legislation and traditional year-end opportunities ...
Read this insight Year-End Tax Planning for Individuals
As we gear up for year-end tax planning, we take a look at Trump’s recently-released tax ...
Read this insight A New Twist on an Old Scam
As many are aware, tax scams are on the uptick. What you may not know is ...
Read this insight Employer Absolved from Income Tax Liability After Granted IRS Records
In a unanimous ruling, the Tax Court has made it easier for employers to absolve income ...
Read this insight Court Decision Favors Assessor Over Owner in Land vs. Building Valuation
The U.S. Tax Court recently ruled in support of the Los Angeles County Tax Assessor’s valuation ...
Read this insight Happy Retirement
A heartfelt tribute and our best wishes go out to retiring BPW Partner Elizabeth Boscacci. Liz has left an ...
Read this insight Social Security Changes in 2017
The Social Security Administration released a few changes to the program making an impact in 2017. ...
Read this insight Construction Companies Go Green
The construction industry has discovered that greening its energy sources with renewable energy initiatives is good ...
Read this insight New Option for Claiming Research Credit
The IRS recently provided interim guidance to qualified small businesses on a new option for claiming ...
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