A Major Change in the Rules of IRA Rollovers
With a recent ruling by the United States Tax Court (the Court), there is now a…
Read this Insight...BOE Targeting Local Businesses for Sales and Use Tax Payments
The State Board of Equalization (BOE) is taking a new approach to collect California sales and…
Read this Insight...What Every Taxpayer Should Know About Identity Theft
We are hearing more and more about cases of identity theft. In the 2011 Identity Fraud…
Read this Insight...
A Fresh Look at Retirement Withdrawal Rules
Strict rules govern the timing of retirement account withdrawals. These rules may change in the near ...
Read this insight 
BPW Named Among Accounting Today’s 2022 Top Regional Leaders
Bartlett, Pringle & Wolf, LLP (BPW) is excited to share that the firm was recently named ...
Read this insight 
Is Now the Right Time to Invest in Cryptocurrency?
Cryptocurrency has been in the news a lot lately as it continues to gain traction as ...
Read this insight 
The Spousal Lifetime Access Trust: A Near-Perfect Tool?
The Spousal Lifetime Access Trust is not one of the better-known trusts but has become a ...
Read this insight 
Advantages of a Cost Segregation Study
Whether putting up a new building or renovating an existing one, companies are discovering that they ...
Read this insight 
Pass-Through Entity Updates Webinar
We have been closely following the new filing requirements being issued from the IRS, as well ...
Read this insight 
Tax Alert Webinar: Find Out What the New IRS Guidance and CA Tax Law Changes Mean for Your Business
Thursday, March 3 1:00pmLive Webinar  SIGN UP NOW  Are you curious about…how California's recently ...
Read this insight 
Important Changes to California’s Elective Pass-Through Entity Tax
California recently revised its SALT cap workaround to be more appealing for qualifying owners of S ...
Read this insight 
What You Need to Know About the Child Tax Credit and Economic Impact Payment Notices
Many taxpayers have already received IRS Letters 6419 and 6475 containing details about their 2021 advance ...
Read this insight 
Employees in Other States? Here are the Top Tax Implications to Consider
Return-to-office plans remain in a state of limbo as some employers find that a remote work ...
Read this insight 
How are Trusts Taxed?
three generation happy asian family walking outdoors in park A trust can be a powerful estate-planning ...
Read this insight 
Tax Breaks for the Elderly
Getting older has its perks, including tax breaks. Your income threshold for filing a tax return ...
Read this insight