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 Developments in Private Company Financial Reporting

Over the last six years the topic of private company financial reporting and the need for ...
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Obtaining the Medical Care You Deserve

What happens when your insurance company rejects the procedures you need? There are options available to ...
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The Power of Integration

Myth: Accounting systems are for the accountants and CRM is for the sales people. Isn't that ...
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2011 Year-End Tax Planning for Businesses

While some businesses may still be sorting through all the legislative changes from 2010, it is ...
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Generating Interest with Intrafamily Loans

Lending money to family members may be personal, but it pays to treat loans like business. ...
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Bartlett, Pringle & Wolf, LLP Named One of the 2010 Best Accounting Firms to Work for

Bartlett, Pringle & Wolf, LLP (BPW) was named as one of the 2010 Best Accounting Firms ...
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