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...Tax Court Denial of Charitable Deductions
The Tax Court recently ruled that a married couple's significant amount of charitable contributions were not ...
Read this insight New Tax on Investment Income to Support Medicare
The recent Supreme Court ruling on the healthcare law upheld the Patient Protection and Affordable Care ...
Read this insight IRS Audits Foreseeable for Ultra-Wealthy
The Internal Revenue Service (IRS) has ramped up its efforts in recent years by expanding its ...
Read this insight Regulatory Changes to Pension Plans – Upcoming Deadlines
In an effort to clarify the general ambiguity that looms over pension plans and fees paid ...
Read this insight A Trust That Keeps on Giving
With a properly executed estate plan, your wealth can be enjoyed by your children and even ...
Read this insight Business Vehicle Depreciation Limits Released for 2012
The IRS recently released the updated version of allowable depreciation limits for business passenger vehicles and ...
Read this insight Social Security Statements Available Online
As of May 1, the Social Security Administration now provides workers, ages 18 and over, with ...
Read this insight Key Provisions of the JOBS Act
On April 5, President Obama signed into law the Jumpstart Our Business Startups Act (JOBS Act), ...
Read this insight Planning a Successful CRM Project
"Plan the work and work the plan." That's what my grandfather always used to tell me. ...
Read this insight Bridget Foreman Named Among Top 50 Women in Business
Santa Barbara, CA – Partner Bridget Foreman was named one of the 2012 Top Women in Business ...
Read this insight Three BPW Team Members Receive CPA License
Santa Barbara, CA – Jason Van Reken, Stacey Foley and Jorge Melgoza of Bartlett, Pringle & ...
Read this insight BOE Targeting Local Businesses for Sales and Use Tax Payments
The State Board of Equalization (BOE) is taking a new approach to collect California sales and ...
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