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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Payroll Tax Cut Extended with a Creative Solution

On February 22, 2012, President Obama signed into law a bill extending payroll tax cuts and ...
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Make Your Medical Practice More Healthy

"If you can't measure it, you can't manage it." This well-known quotation can be applied to ...
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What Every Taxpayer Should Know About Identity Theft

We are hearing more and more about cases of identity theft. In the 2011 Identity Fraud ...
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BPW is More Than Just an Accounting Firm

On Tuesday, January 17, 2013 we held our annual Tax Season Kick Off Breakfast to ring ...
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Eileen Sheridan Named to Board of Directors for Music Academy of the West

Santa Barbara, CA – BPW Partner, Eileen Sheridan, was recently elected to the Board of Directors ...
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BPW Takes the Day to Volunteer at Local Nonprofit

Santa Barbara, CA – Bartlett, Pringle & Wolf, LLP (BPW) held its 3rd Annual "BPW Day ...
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Compliance Complexities

Although we have not seen major changes from 2010 on how your 2011 personal income taxes ...
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Bartlett, Pringle & Wolf, LLP Promotes within the Firm

Santa Barbara, CA – Bartlett, Pringle & Wolf, LLP (BPW), Santa Barbara-based accounting and consulting firm, ...
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Tax-Exempt Filing Deadline Extended

The IRS released news that they will be temporarily extending the January and February filing deadlines ...
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BPW Provides a Day of Play to Local Nonprofits

Bartlett, Pringle & Wolf, LLP (BPW) donated 500 tickets to local children-focused nonprofits to attend the ...
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President Obama Signs Form 1099 Repeal

President Obama signed the Comprehensive 1099 Taxpayer Protection and Repayment of Exchange Subsidy Overpayments Act on ...
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CalCPA Presents Bartlett, Pringle & Wolf with Public Service Award

For services to the community, the California Society of CPAs (CalCPA) has presented its 2011 Public ...
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