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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California Franchise Tax Board Strikes Again

One of the few benefits that entrepreneurs and investors were able to take advantage of in ...
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Danna McGrew Named one of the Top Women in Business

Congratulations to BPW Partner Danna McGrew, who was named one of the Top 50 Women in ...
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Reduced Restrictions on In-Plan Roth Rollovers

Among the changes and extensions in the recently enacted American Taxpayer Relief Act of 2012 ("Act"), ...
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New Option for Home Office Deductions

In an effort to make things easier for owners of home-based businesses and for some home-based ...
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2013 Community Appointments

Santa Barbara, CA â€“ Bartlett, Pringle & Wolf's team members announce their 2013 community appointments on various nonprofit boards. As ...
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The American Taxpayer Relief Act and How It Affects You

On January 1, 2013, by a vote of 89-8, the Senate passed H.R. 8, the American ...
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IRS Questioning Under-Reporting on Business Returns and 1099-K Matching

The Internal Revenue Service is now using information statements to look for under-reporting on business returns. ...
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Proposition 30 Imposes Additional Taxes Retroactively & Increases Sales Tax

On the November 2012 Ballot, 55.3% of Californians voted YES on California Proposition 30. It is ...
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BPW Named Among 2012 Best Accounting Firms to Work For

Santa Barbara, CA – We are very excited to announce that for the second time Bartlett, ...
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2012 Year-End Tax Planning for Individuals and Businesses

As 2012 is coming to a close, now is an ideal time to start preparing for ...
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Jacob Sheffield Receives 40 Under 40 Award

Santa Barbara, CA – Congratulations to Jacob Sheffield who was recently named one of the 40 ...
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Three Strategies That Add Flexibility to Your Estate Plan

In recent years, estate planning has been complicated by uncertainty over the future of the federal ...
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