Insights by Author: Robert Maloy

A Major Change in the Rules of IRA Rollovers

May 7, 2014

With a recent ruling by the United States Tax Court (the Court), there is now a…

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BOE Targeting Local Businesses for Sales and Use Tax Payments

March 5, 2012

The State Board of Equalization (BOE) is taking a new approach to collect California sales and…

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What Every Taxpayer Should Know About Identity Theft

February 2, 2012

We are hearing more and more about cases of identity theft. In the 2011 Identity Fraud…

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Team Member Spotlight

Congratulations to our team members on their recent accomplishments! BPW Partner Danna McGrew was recently named ...
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Decrypting Cryptocurrencies

What are cryptocurrencies? The news is teeming with excitement about cryptocurrencies, whether it be Bitcoin, Ethereum ...
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BPW Celebrates Its 70th Anniversary

Bartlett, Pringle & Wolf, LLP, the largest full-service accounting firm on the Central Coast, is celebrating ...
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Safe Harbor for R&D Costs on Audited Financial Statements

Determining the correct research and development costs (R&D) can be a complex process for both taxpayers ...
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Tax Relief in a Federally-Declared Disaster Area

On January 2, the President declared a major natural disaster for those areas affected by the ...
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Tax Reform Bill Signed into Law

President Trump signed the sweeping 2018 tax reform bill into law last Friday, with most provisions ...
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IRS Releases 2018 Pension Plan Contribution Limits

A new year brings new changes. The Internal Revenue Service recently announced updated pension plan contribution ...
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Update: Tax Reform Moving Through Congress

In last month’s newsletter, we gave a brief overview of the Trump administration’s tax reform proposal, ...
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Team Member Spotlight

Congratulations to our team members on their recent promotions! We are proud to announce that six ...
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Bridget Foreman and Danna McGrew named Who’s Who in Professional Services

The Pacific Coast Business Times recently named BPW Partners, Bridget Foreman and Danna McGrew as two ...
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Year-End Tax Planning for Businesses

With the release of the Trump administration’s tax reform proposal, new legislation and traditional year-end opportunities ...
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Year-End Tax Planning for Individuals

As we gear up for year-end tax planning, we take a look at Trump’s recently-released tax ...
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