5 New Updates on Economic Impact Payments
New information continues to unfold as Congress provides clarity on several aspects of the economic impact…
Read this Insight...The CARES Act: Big Changes to Retirement Plans
Let’s talk retirement planning. How should retirement accounts be handled after the big changes seen in…
Read this Insight...The SECURE Act: Key Takeaways and Strategies to Consider
Over the past few years, we have seen some of the greatest shifts in tax legislation.…
Read this Insight...IRS Establishes No Clawback Rule on Gifts and Estates
‘Tis the season for giving! In a recent announcement, the IRS presented the highly-anticipated final regulations…
Read this Insight...How to Leave Your Digital Legacy
As we continue to expand our digital footprint, it is important to incorporate our digital lives…
Read this Insight...BPW Celebrates Its 70th Anniversary
Bartlett, Pringle & Wolf, LLP, the largest full-service accounting firm on the Central Coast, is celebrating ...
Read this insight Safe Harbor for R&D Costs on Audited Financial Statements
Determining the correct research and development costs (R&D) can be a complex process for both taxpayers ...
Read this insight Tax Relief in a Federally-Declared Disaster Area
On January 2, the President declared a major natural disaster for those areas affected by the ...
Read this insight Tax Reform Bill Signed into Law
President Trump signed the sweeping 2018 tax reform bill into law last Friday, with most provisions ...
Read this insight IRS Releases 2018 Pension Plan Contribution Limits
A new year brings new changes. The Internal Revenue Service recently announced updated pension plan contribution ...
Read this insight Update: Tax Reform Moving Through Congress
In last month’s newsletter, we gave a brief overview of the Trump administration’s tax reform proposal, ...
Read this insight Team Member Spotlight
Congratulations to our team members on their recent promotions! We are proud to announce that six ...
Read this insight Bridget Foreman and Danna McGrew named Who’s Who in Professional Services
The Pacific Coast Business Times recently named BPW Partners, Bridget Foreman and Danna McGrew as two ...
Read this insight Year-End Tax Planning for Businesses
With the release of the Trump administration’s tax reform proposal, new legislation and traditional year-end opportunities ...
Read this insight Year-End Tax Planning for Individuals
As we gear up for year-end tax planning, we take a look at Trump’s recently-released tax ...
Read this insight A New Twist on an Old Scam
As many are aware, tax scams are on the uptick. What you may not know is ...
Read this insight Employer Absolved from Income Tax Liability After Granted IRS Records
In a unanimous ruling, the Tax Court has made it easier for employers to absolve income ...
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