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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Court Decision Favors Assessor Over Owner in Land vs. Building Valuation

The U.S. Tax Court recently ruled in support of the Los Angeles County Tax Assessor’s valuation ...
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Happy Retirement

A heartfelt tribute and our best wishes go out to retiring BPW Partner Elizabeth Boscacci. Liz has left an ...
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Social Security Changes in 2017

The Social Security Administration released a few changes to the program making an impact in 2017. ...
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Construction Companies Go Green

The construction industry has discovered that greening its energy sources with renewable energy initiatives is good ...
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New Option for Claiming Research Credit

The IRS recently provided interim guidance to qualified small businesses on a new option for claiming ...
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BPW Among Top 5 Best Places to Work

We are honored to be named in the Top 5 of the inaugural Central Coast Best ...
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Partner Spotlight

The Pacific Coast Business Times recently named BPW Partner Eileen Sheridan as one of the 2017 ...
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529 Plans: Saving for College

Now's the time to start saving for your child's higher education, and a 529 plan, named ...
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New Accounting Standard Brings Big Changes to Not-for-Profit Financial Reporting

Not-for-profit organizations will see big changes coming soon to their financial reporting. After years of discussion, ...
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Team Member Spotlight

Congratulations to our team members on their recent promotions! We had three team members receive promotions ...
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New Regulations for Internal-Use Software and R&D Credit

Due to recently finalized regulations, companies that develop software for their own internal use may now ...
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New Overtime Rule Put On Hold by Federal Injunction

A recent ruling by U.S. District Judge Mazzant has put a nationwide hold on the Department ...
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