The Inflation Reduction Act and What It Means for You
The Inflation Reduction Act (the Act) was recently signed into law on Aug. 16 and contains…
Important Changes to California’s Elective Pass-Through Entity Tax
California recently revised its SALT cap workaround to be more appealing for qualifying owners of S…
Employees in Other States? Here are the Top Tax Implications to Consider
Return-to-office plans remain in a state of limbo as some employers find that a remote work…
Year-End Tax Planning for Businesses
2021 brought a wave of new tax changes for businesses, and 2022 could bring yet another…
On Your Mark, Small Businesses: Get Set to Reserve the 2021 Main Street Hiring Credit
The Main Street Hiring Credit has been reenacted for 2021, bringing financial relief to small businesses…
How to Claim the Employee Retention Tax Credit
Congress created an employee retention tax credit to retain employees on their payroll during the pandemic.…
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, ...
Read this insight 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 ...
Read this insight Jacob Sheffield Receives 40 Under 40 Award
Santa Barbara, CA – Congratulations to Jacob Sheffield who was recently named one of the 40 ...
Read this insight 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 ...
Read this insight 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 ...
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