Insights & News
Proposition 30 Imposes Additional Taxes Retroactively & Increases Sales Tax
On the November 2012 Ballot, 55.3% of Californians voted YES on California Proposition 30. It is…
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BPW Named Among 2012 Best Accounting Firms to Work For
Santa Barbara, CA – We are very excited to announce that for the second time Bartlett,…
Read more →2012 Year-End Tax Planning for Individuals and Businesses
As 2012 is coming to a close, now is an ideal time to start preparing for…
Read more →Jacob Sheffield Receives 40 Under 40 Award
Santa Barbara, CA – Congratulations to Jacob Sheffield who was recently named one of the 40…
Read more →Three Strategies That Add Flexibility to Your Estate Plan
In recent years, estate planning has been complicated by uncertainty over the future of the federal…
Read more →Understanding and Utilizing Financial Statements of Nonprofit Organizations
Financial statements provide a wealth of financial information about a nonprofit organization’s most recent month, quarter…
Read more →Tax Court Denial of Charitable Deductions
The Tax Court recently ruled that a married couple’s significant amount of charitable contributions were not…
Read more →New Tax on Investment Income to Support Medicare
The recent Supreme Court ruling on the healthcare law upheld the Patient Protection and Affordable Care…
Read more →IRS Audits Foreseeable for Ultra-Wealthy
The Internal Revenue Service (IRS) has ramped up its efforts in recent years by expanding its…
Read more →Regulatory Changes to Pension Plans – Upcoming Deadlines
In an effort to clarify the general ambiguity that looms over pension plans and fees paid…
Read more →A Trust That Keeps on Giving
With a properly executed estate plan, your wealth can be enjoyed by your children and even…
Read more →Business Vehicle Depreciation Limits Released for 2012
The IRS recently released the updated version of allowable depreciation limits for business passenger vehicles and…
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