To Port or Not to Port: Is Filing for Portability Right for You?
The option of portability when planning your estate could make a substantial difference come tax time,…
When Does a Gift Require a Gift Tax Return, and Gift Tax?
With lifetime gift and estate tax exemptions at an all-time high in 2020, not as many…
Retirement Plan Options for Self-Employed Business Owners
Owning your own business gives you a great deal of freedom to make your own choices.…
IRS Sends Warning Letter to Cryptocurrency Users About Reporting
Taxpayers who exchange cryptocurrency may receive a letter this month from the IRS regarding reporting issues.…
Tax-Savvy Retirement Planning
With over 70 million baby boomers in the United States, how many are celebrating their 65th…
Decrypting Cryptocurrencies
What are cryptocurrencies? The news is teeming with excitement about cryptocurrencies, whether it be Bitcoin, Ethereum…
Tax Benefits of Vacation Rentals
In light of recent news on the regulation of vacation rentals, it is important to know…
Student Scholarships – Free Money or Taxable Income?
The taxability of student scholarship funds has been an issue for many years. In any student…
Your Year-End 401(k) Compliance Roadmap: A Strategic Planning Guide
Why 2025 Year-End Tax Planning Matters More Than Ever
40 Under 40 Honoree: How Michael Shaner is Shaping the Future of Business
Forbes Names Eileen Sheridan 2025 Best in State CPAs
Strategic Tax Planning: How the OBBBA Influences Future Business Decisions
Bartlett, Pringle & Wolf, LLP Named One of California’s Best Workplaces for 2025 by Best Companies Group
Update on the Corporate Transparency Act: Court Suspends Reporting Requirements for Businesses
Year-End Tax Planning for Individuals
Year-End Tax Planning for Businesses
Britton and Schmoller Recognized as Top Professional Service Leaders on Central Coast
Eileen Sheridan Named a 2024 Managing Partner Elite by Accounting Today
