Insights & News

A Fresh Look at Retirement Withdrawal Rules

By BPW | April 7, 2022

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

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BPW Named Among Accounting Today’s 2022 Top Regional Leaders

By BPW | April 5, 2022

Bartlett, Pringle & Wolf, LLP (BPW) is excited to share that the firm was recently named…

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Is Now the Right Time to Invest in Cryptocurrency?

By BPW | March 31, 2022

Cryptocurrency has been in the news a lot lately as it continues to gain traction as…

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The Spousal Lifetime Access Trust: A Near-Perfect Tool?

By BPW | March 23, 2022

The Spousal Lifetime Access Trust is not one of the better-known trusts but has become a…

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Advantages of a Cost Segregation Study

By BPW | March 14, 2022

Whether putting up a new building or renovating an existing one, companies are discovering that they…

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Pass-Through Entity Updates Webinar

By BPW | March 9, 2022

Learn about the pass-through entity updates in this recorded webinar.

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Tax Alert Webinar: Find Out What the New IRS Guidance and CA Tax Law Changes Mean for Your Business

By BPW | February 24, 2022

Thursday, March 3 1:00pmLive Webinar Are you curious about…how California’s recently passed SALT workaround provisions expanded…

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Important Changes to California’s Elective Pass-Through Entity Tax

By Jacob Sheffield, CPA, MST | February 23, 2022

California recently revised its SALT cap workaround to be more appealing for qualifying owners of S…

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What You Need to Know About the Child Tax Credit and Economic Impact Payment Notices

By Debbie Mathieu | February 21, 2022

Many taxpayers have already received IRS Letters 6419 and 6475 containing details about their 2021 advance…

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Employees in Other States? Here are the Top Tax Implications to Consider

By Jacob Sheffield, CPA, MST | February 16, 2022

Return-to-office plans remain in a state of limbo as some employers find that a remote work…

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How are Trusts Taxed?

By BPW | February 8, 2022

A trust can be a powerful estate-planning tool, but contrary to popular belief, trusts do not…

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Tax Breaks for the Elderly

By BPW | January 27, 2022

Getting older has its perks, including tax breaks. Your income threshold for filing a tax return…

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