Insights by Author: Tiffany Ann Goodall

To Port or Not to Port: Is Filing for Portability Right for You?

February 11, 2021

The option of portability when planning your estate could make a substantial difference come tax time,…

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When Does a Gift Require a Gift Tax Return, and Gift Tax?

December 23, 2020

With lifetime gift and estate tax exemptions at an all-time high in 2020, not as many…

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Retirement Plan Options for Self-Employed Business Owners

October 6, 2020

Owning your own business gives you a great deal of freedom to make your own choices.…

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IRS Sends Warning Letter to Cryptocurrency Users About Reporting

August 27, 2019

Taxpayers who exchange cryptocurrency may receive a letter this month from the IRS regarding reporting issues.…

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Tax-Savvy Retirement Planning

March 29, 2019

With over 70 million baby boomers in the United States, how many are celebrating their 65th…

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Decrypting Cryptocurrencies

March 20, 2018

What are cryptocurrencies? The news is teeming with excitement about cryptocurrencies, whether it be Bitcoin, Ethereum…

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Tax Benefits of Vacation Rentals

December 2, 2015

In light of recent news on the regulation of vacation rentals, it is important to know…

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Student Scholarships – Free Money or Taxable Income?

April 3, 2015

The taxability of student scholarship funds has been an issue for many years. In any student…

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2022 Year-End Tax Planning for Individuals

While 2022 started out with some uncertainty about potential tax law changes, very few of the ...
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2022 Year-End Tax Planning for Businesses

It’s the time of year when we’re immersing ourselves in fall sports, thinking about the holiday ...
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Fed Raises Its Policy Rate by 75 Basis Points as It Prepares to Slow Pace of Hikes

The Federal Reserve increased its policy rate by 75 basis points on Wednesday to a range ...
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What Is an S-Corp Election?

Download our Whitepaper Click below to view our in-depth whitepaper. Contact Us We are always interested ...
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Accounting Today Names BPW a ‘2022 Best Midsized Firm to Work For’ 10 Years Running

SANTA BARBARA, CA – September 15, 2022 – Bartlett, Pringle, & Wolf, LLP (BPW) was recently ...
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The Inflation Reduction Act and What It Means for You

The Inflation Reduction Act (the Act) was recently signed into law on Aug. 16 and contains ...
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Crystal A. Knepler Named Partner

SANTA BARBARA, CA – September 1, 2022 – Bartlett, Pringle & Wolf, LLP (BPW), a leading ...
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IRS Grants Failure to File Penalty Relief for 2019 and 2020 Returns

Executive Summary The IRS released Notice 2022-36 providing relief for certain taxpayers from certain failure to ...
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IRS Extends Time to Make Portability Election

Portability is often an effective, go-to estate planning strategy that could make a considerable difference for ...
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Gifts-in-Kind: New Reporting Requirements for Nonprofits

Nonprofits that receive contributions of nonfinancial assets are subject to new financial reporting rules. Because of ...
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The Price of War: Risks Around the Inflation Outlook

While we expect the annual inflation rate to peak this quarter as comparisons to the lower ...
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A Fresh Look at Retirement Withdrawal Rules

Strict rules govern the timing of retirement account withdrawals. These rules may change in the near ...
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