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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Corporate Transparency Act: What Small Businesses and Trusts Need to Know About New Reporting Requirements

Effective January 1, 2024, millions of privately-owned non-exempt corporations, limited liability companies and limited partnerships will ...
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2023 Year-End Tax Planning for Businesses

As businesses work to rebound after a challenging few years, strategic year-end tax planning has never ...
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2023 Year-End Tax Planning for Individuals

As the 2023 tax season winds down, it’s time to take a closer look at year-end ...
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IRS Releases 2024 Retirement Plan Limitations

The IRS issued Notice 2023-75, which made modifications to the annual limits for retirement plans. These ...
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Solomon and Sheffield Recognized as Top Professional Service Leaders in Tri-Counties

Bartlett, Pringle & Wolf, LLP is pleased to announce that Tracey A. Solomon, CPA and Jacob ...
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Revenue Recognition for Franchisors

In 2014, the Financial Accounting Standards Board (FASB) issued Accounting Standards Update (ASU) 2014-09, Revenue from ...
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Danna McGrew Named one of the 2023 Top 50 Women in Business by PCBT

Bartlett, Pringle, & Wolf, LLP (BPW) congratulates Partner Danna McGrew, CPA on being recognized by the ...
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What does SECURE 2.0 mean for small employers?

The SECURE 2.0 Act of 2022 (SECURE 2.0 or the Act), enacted on Dec. 29, 2022, ...
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Charting Her Course Podcast Featuring Bridget Foreman, CPA

 New Episode: Partner Bridget Foreman, CPA joins Veronica Kusmuk on a new episode of Charting ...
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Key Tax Considerations for Real Estate Investors in 2023

Real estate investors should weigh important issues and changes in real estate taxation to strategically position ...
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Welcome to Tax Season 2023

Tax Season 2023 officially begins on Monday, January 23, 2023 when the IRS will begin accepting ...
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10 smart moves for real estate investors and operators at year’s end

In the past year, commercial real estate has seen a dramatic rise in interest rates and ...
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