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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2015 Tax Extenders Passed

On December 18, the Senate passed — and the President signed into law — the Protecting ...
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IRS Increases Tangible Property Expensing Threshold for Small Businesses

Good news for small businesses: On November 24, 2015, the IRS announced an increase in the ...
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Tax Benefits of Vacation Rentals

In light of recent news on the regulation of vacation rentals, it is important to know ...
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Danna McGrew and Jacob Sheffield Named Who’s Who in Professional Services

The Pacific Coast Business Times just named BPW Partner, Danna McGrew, and Senior Manager, Jacob Sheffield, ...
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How doc-link Document Management Saves You Time and Money in the Audit Process

October is here and that means lots of trick and/or treats, year-end audits, bowls full of ...
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Homeowner Tax Deductions – A Housewarming Gift from Your Accountant

Purchasing a new home can be an exciting time, especially if it is your first. It ...
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2015 Year-End Tax Planning for Businesses

With the end of 2015 in sight, businesses have already started to gear up for next ...
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2015 Year-End Tax Planning for Individuals

The first day of Fall is our signal to begin year-end tax planning. While the 2015 ...
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Team Member Spotlight

Congratulations to our team members on their recent promotions! 2015 proved to be a successful year ...
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Make Green ($) by Going Green with doc-link, Document Imaging Software

Have you noticed how the Accounts Payable world is starting to move from the hard copy ...
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Stacey Gumley Named One of the 40 Under 40

Congratulations to BPW Audit Manager, Stacey Gumley, who was recently named one of the 2015 40 ...
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Rules on Deducting Business Start-Up Expenses

A recent U.S. Tax Court decision drives home the important point that current deductions aren't allowed ...
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