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…

Read this Insight...

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…

Read this Insight...

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.…

Read this Insight...

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…

Read this Insight...

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…

Read this Insight...

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 ...
Read this insight

Effective Fixed Asset Management

Fixed asset management is not something that companies generally have at the top of their priority ...
Read this insight

New Deadline and Increased Penalties for Forms 1099 and W-2

The IRS is getting stricter on filing deadlines for information returns and have increased penalties for ...
Read this insight

Proposition 55 Approved by Voters

Voters in California recently elected to extend increased personal income taxes on higher-earning taxpayers. With 62% ...
Read this insight

Eileen Sheridan and John Britton Named Who’s Who in Professional Services

The Pacific Coast Business Times recently named BPW Partners, Eileen Sheridan and John Britton as two ...
Read this insight

Year-End Tax Planning for Businesses

The end of 2015 introduced changes to the tax code that may affect your business this year. While planning ...
Read this insight

Year-End Tax Planning for Individuals

With changes in the political landscape on the horizon, prospects for tax reform in 2017 and ...
Read this insight

Nina Pisani Named One of the 40 Under 40

Congratulations to Nina Pisani for being named one of the 2016 40 Under 40 by the Pacific ...
Read this insight

Double Deduction for Unmarried Homeowners

The IRS has recently complied with the Ninth Circuit’s 2015 decision to allow two unmarried co-owners ...
Read this insight

IRS Lowers Fees for Tax-Exempt Charity Application

Now there’s a headline you don’t see too often: “IRS Lowers Fees…” It’s true. Effective July ...
Read this insight

Team Member Spotlight

Congratulations to our team members on their recent promotions! Ten team members have been promoted to ...
Read this insight

BPW Named Best Accounting Firm to Work For

We are excited to announce that Bartlett, Pringle & Wolf, LLP was recently named one of the ...
Read this insight