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 Developments in Private Company Financial Reporting

Over the last six years the topic of private company financial reporting and the need for ...
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Obtaining the Medical Care You Deserve

What happens when your insurance company rejects the procedures you need? There are options available to ...
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The Power of Integration

Myth: Accounting systems are for the accountants and CRM is for the sales people. Isn't that ...
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2011 Year-End Tax Planning for Businesses

While some businesses may still be sorting through all the legislative changes from 2010, it is ...
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Generating Interest with Intrafamily Loans

Lending money to family members may be personal, but it pays to treat loans like business. ...
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Bartlett, Pringle & Wolf, LLP Named One of the 2010 Best Accounting Firms to Work for

Bartlett, Pringle & Wolf, LLP (BPW) was named as one of the 2010 Best Accounting Firms ...
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