Insights by Author: Eileen Sheridan

IRS Extends Time to Make Portability Election

July 29, 2022

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

May 4, 2020

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?

March 3, 2020

Donor-advised funds (DAFs) have grown in popularity over the past decade. According to the National Philanthropic Trust…

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Uncertain Future for CA Estate Tax

August 16, 2019

California is currently among 30 states that do not impose a state estate tax. State legislature,…

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Generating Interest with Intrafamily Loans

August 22, 2011

Lending money to family members may be personal, but it pays to treat loans like business.…

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Recent Court of Appeals Decision Highlights Loophole in California’s Prop 13

California's Proposition 13 was originally billed as a way to keep elderly fixed-income homeowners in their ...
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BPW Named doc-link for Dynamics Partner of the Year by Altec

We are proud to announce that Altec Products, Inc. has named BPW as their doc-link for Dynamics Partner of ...
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The Pros and Cons of Investing in Publicly Traded Partnerships

In recent years, Bartlett, Pringle & Wolf, LLP has seen an influx of clients who are ...
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Highlights of the 2014 Tax Extender Package

On December 19, 2014, the President signed into law the Tax Increase Prevention Act of 2014 ...
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Bookkeeping Tasks to Prepare for Year-End

With the end of the year quickly approaching, have you taken the necessary steps in order to close out the ...
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Scott Hadley and Bridget Foreman Named Who’s Who in Professional Services

The Pacific Coast Business Times recently named BPW Partners Scott Hadley and Bridget Foreman as two of the 2014 ...
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New Bill Requires California Employers to Provide Paid Sick Days

With the recent close of the 2014 legislative session, Sacramento has been in a flurry with ...
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