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.…
Year-End Tax Planning for Individuals
With changes in the political landscape on the horizon, prospects for tax reform in 2017 and ...
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Nina Pisani Named One of the 40 Under 40
Congratulations to Nina Pisani for being named one of the 2016 40 Under 40 by the Pacific ...
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Double Deduction for Unmarried Homeowners
The IRS has recently complied with the Ninth Circuit’s 2015 decision to allow two unmarried co-owners ...
Read this insight IRS Lowers Fees for Tax-Exempt Charity Application
Now there’s a headline you don’t see too often: “IRS Lowers Fees…” It’s true. Effective July ...
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Team Member Spotlight
Congratulations to our team members on their recent promotions! Ten team members have been promoted to ...
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BPW Named Best Accounting Firm to Work For
We are excited to announce that Bartlett, Pringle & Wolf, LLP was recently named one of the ...
Read this insight Top 10 New Trends in Document Management Systems
Attention Accounts Payable Managers and CFOs: Keep these new document management trends on your radar. These ...
Read this insight New Overtime Rule May Impact Your Business
In 2014, President Obama instructed the Secretary of Labor to update the overtime regulations under the ...
Read this insight Safe Harbor Benefits Restaurant and Retail Industry
There has been a lot of discussion surrounding Tangible Property Regulations—from implementing the new regulations to ...
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Danna McGrew Named to the Board of Directors for the Scholarship Foundation of Santa Barbara
BPW Partner, Danna McGrew, was recently named to the Scholarship Foundation of Santa Barbara’s Board of ...
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Bridget Foreman Named One of the Top 50 Women in Business
Congratulations to BPW Partner, Bridget Foreman, who was named one of the Top 50 Women in ...
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Reporting Requirements When Hiring Independent Contractors
Does your business hire independent contractors? If so, are you filing all that you need to ...
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