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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Understanding and Utilizing Financial Statements of Nonprofit Organizations

Financial statements provide a wealth of financial information about a nonprofit organization's most recent month, quarter ...
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Tax Court Denial of Charitable Deductions

The Tax Court recently ruled that a married couple's significant amount of charitable contributions were not ...
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New Tax on Investment Income to Support Medicare

The recent Supreme Court ruling on the healthcare law upheld the Patient Protection and Affordable Care ...
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IRS Audits Foreseeable for Ultra-Wealthy

The Internal Revenue Service (IRS) has ramped up its efforts in recent years by expanding its ...
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Regulatory Changes to Pension Plans – Upcoming Deadlines

In an effort to clarify the general ambiguity that looms over pension plans and fees paid ...
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A Trust That Keeps on Giving

With a properly executed estate plan, your wealth can be enjoyed by your children and even ...
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Business Vehicle Depreciation Limits Released for 2012

The IRS recently released the updated version of allowable depreciation limits for business passenger vehicles and ...
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Social Security Statements Available Online

As of May 1, the Social Security Administration now provides workers, ages 18 and over, with ...
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Key Provisions of the JOBS Act

On April 5, President Obama signed into law the Jumpstart Our Business Startups Act (JOBS Act), ...
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Planning a Successful CRM Project

"Plan the work and work the plan." That's what my grandfather always used to tell me. ...
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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 ...
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Three BPW Team Members Receive CPA License

Santa Barbara, CA – Jason Van Reken, Stacey Foley and Jorge Melgoza of Bartlett, Pringle & ...
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