Insights by Author: Gisela Rodriguez

Child Tax Credit Advances Start July 15

July 9, 2021

On July 15, 2021, the IRS will start sending monthly child tax credit payments to qualifying…

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When is My Capital Gains Rate 0%?

July 16, 2020

With a tax planning opportunity for just about everything, seeking to pay 0% on capital gains…

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The CARES Act: An Overview for Individuals

April 2, 2020

The CARES Act provides some big wins for individual taxpayers who are in need of an…

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Corporations Receive Tax Clarity for Offshore Profits

July 25, 2019

The IRS released highly-anticipated clarity for multinational corporations on how U.S. tax will be calculated on…

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DOL Revisits Overtime Rule in Proposal

April 23, 2019

On March 7, the Department of Labor (DOL) released a proposed rule that would raise the…

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Top 7 Last-Minute Tax Strategies

December 21, 2018

There’s still time left in the year to make some last-minute tax moves. If you are…

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Blended Federal Income Tax Rate for Corporations with Fiscal Year

June 17, 2018

In a recent release by the Internal Revenue Service, corporations operating on a fiscal year that…

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Tax Relief in a Federally-Declared Disaster Area

January 22, 2018

On January 2, the President declared a major natural disaster for those areas affected by the…

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Social Security Changes in 2017

July 17, 2017

The Social Security Administration released a few changes to the program making an impact in 2017.…

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New Overtime Rule Put On Hold by Federal Injunction

January 11, 2017

A recent ruling by U.S. District Judge Mazzant has put a nationwide hold on the Department…

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Team Member Spotlight

Congratulations to our team members on their recent accomplishments! BPW Partner Danna McGrew was recently named ...
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Decrypting Cryptocurrencies

What are cryptocurrencies? The news is teeming with excitement about cryptocurrencies, whether it be Bitcoin, Ethereum ...
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BPW Celebrates Its 70th Anniversary

Bartlett, Pringle & Wolf, LLP, the largest full-service accounting firm on the Central Coast, is celebrating ...
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Safe Harbor for R&D Costs on Audited Financial Statements

Determining the correct research and development costs (R&D) can be a complex process for both taxpayers ...
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Tax Relief in a Federally-Declared Disaster Area

On January 2, the President declared a major natural disaster for those areas affected by the ...
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Tax Reform Bill Signed into Law

President Trump signed the sweeping 2018 tax reform bill into law last Friday, with most provisions ...
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IRS Releases 2018 Pension Plan Contribution Limits

A new year brings new changes. The Internal Revenue Service recently announced updated pension plan contribution ...
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Update: Tax Reform Moving Through Congress

In last month’s newsletter, we gave a brief overview of the Trump administration’s tax reform proposal, ...
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Team Member Spotlight

Congratulations to our team members on their recent promotions! We are proud to announce that six ...
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Bridget Foreman and Danna McGrew named Who’s Who in Professional Services

The Pacific Coast Business Times recently named BPW Partners, Bridget Foreman and Danna McGrew as two ...
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Year-End Tax Planning for Businesses

With the release of the Trump administration’s tax reform proposal, new legislation and traditional year-end opportunities ...
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Year-End Tax Planning for Individuals

As we gear up for year-end tax planning, we take a look at Trump’s recently-released tax ...
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