Insights by Author: Kathleen Donelan-Maher

5 New Updates on Economic Impact Payments

September 28, 2020

New information continues to unfold as Congress provides clarity on several aspects of the economic impact…

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The CARES Act: Big Changes to Retirement Plans

May 6, 2020

Let’s talk retirement planning. How should retirement accounts be handled after the big changes seen in…

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The SECURE Act: Key Takeaways and Strategies to Consider

February 21, 2020

Over the past few years, we have seen some of the greatest shifts in tax legislation.…

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IRS Establishes No Clawback Rule on Gifts and Estates

December 23, 2019

‘Tis the season for giving! In a recent announcement, the IRS presented the highly-anticipated final regulations…

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How to Leave Your Digital Legacy

December 19, 2019

As we continue to expand our digital footprint, it is important to incorporate our digital lives…

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The Impact of Tax Reform on Alimony

The Tax Cuts and Jobs Act has turned the tax code upside down on alimony, especially ...
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Teach Them Young – How to Leverage Summer Job Salaries

If you want to teach your child the value of a dollar this summer, take a ...
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Danna McGrew Featured in Leading From Within “Stories From Our Network”

We are proud to spotlight BPW Partner Danna McGrew, who was recently featured in Leading From ...
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Court Overturns Physical Presence Standard in Sales Tax Decision

With the surge of online shopping dominating the retail space, a recent U.S. Supreme Court 5-4 ...
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Passing the Torch

As Managing Partner Scott Hadley retires and rides off into the sunset, we celebrated his 21 ...
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Blended Federal Income Tax Rate for Corporations with Fiscal Year

In a recent release by the Internal Revenue Service, corporations operating on a fiscal year that ...
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How Tax Reform Affects Fringe Benefits

The Tax Cuts and Jobs Act (the Act) cut tax rates for both individuals and businesses, ...
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Best Place to Work for the 2nd Year in a Row

We are honored to be named among the Central Coast Best Places to Work by the Pacific Coast Business ...
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Partner Spotlight

Congratulations to BPW Partner Ellyn Cole on being named one of the 2018 Top 50 Women ...
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New Bill Delays Three Taxes

The president signed a “continuing resolution” on January 22, delaying three health-related taxes: the medical device ...
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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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