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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Recent Court of Appeals Decision Highlights Loophole in California’s Prop 13

California's Proposition 13 was originally billed as a way to keep elderly fixed-income homeowners in their ...
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BPW Named doc-link for Dynamics Partner of the Year by Altec

We are proud to announce that Altec Products, Inc. has named BPW as their doc-link for Dynamics Partner of ...
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The Pros and Cons of Investing in Publicly Traded Partnerships

In recent years, Bartlett, Pringle & Wolf, LLP has seen an influx of clients who are ...
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Highlights of the 2014 Tax Extender Package

On December 19, 2014, the President signed into law the Tax Increase Prevention Act of 2014 ...
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Bookkeeping Tasks to Prepare for Year-End

With the end of the year quickly approaching, have you taken the necessary steps in order to close out the ...
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Scott Hadley and Bridget Foreman Named Who’s Who in Professional Services

The Pacific Coast Business Times recently named BPW Partners Scott Hadley and Bridget Foreman as two of the 2014 ...
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New Bill Requires California Employers to Provide Paid Sick Days

With the recent close of the 2014 legislative session, Sacramento has been in a flurry with ...
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