Insights by Author: Julia Walther

New Overtime Rule May Impact Your Business

July 28, 2016

In 2014, President Obama instructed the Secretary of Labor to update the overtime regulations under the…

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California Franchise Tax Board Launches New Version of MyFTB

February 26, 2016

This January the California Franchise Tax Board (FTB) launched a new and improved version of MyFTB.…

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The Risks of Debt-Forgiveness Programs

January 5, 2016

With the ever-rising cost of education, students are forced to take on more and more debt.…

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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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BOE Targeting Local Businesses for Sales and Use Tax Payments

The State Board of Equalization (BOE) is taking a new approach to collect California sales and ...
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