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…

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…

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…

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,…

Generating Interest with Intrafamily Loans

August 22, 2011

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

2014 Year-End Tax Planning for Businesses

It is that time of year to start thinking about your year-end tax planning. Let's dive into a ...
Read this insight

2014 Year-End Tax Planning for Individuals

It's hard to believe that we are getting towards the end of another year, but with ...
Read this insight

Bonnie Zappacosta Receives 40 Under 40 Award

Congratulations to BPW's Marketing Manager, Bonnie Zappacosta, who was recently named one of the 2014 40 ...
Read this insight

The Tax Reform Act of 2014’s Effect on Nonprofits

In early 2014, Dave Camp, U.S. Congressman and Chairman of the Ways and Means Committee, unveiled ...
Read this insight

Phone Scams Continue

It is important to us at BPW to keep our clients and community apprised of not only important industry ...
Read this insight

CA Partial Sales and Use Tax Exemption

As a way to encourage economic growth in California, a new tax law recently went into ...
Read this insight