Insights by Author: Bridget Foreman, CPA

2023 Year-End Tax Planning for Businesses

November 13, 2023

As businesses work to rebound after a challenging few years, strategic year-end tax planning has never…

Read this Insight...

Key Tax Considerations for Real Estate Investors in 2023

February 8, 2023

Real estate investors should weigh important issues and changes in real estate taxation to strategically position…

Read this Insight...

Year-End Tax Planning for Individuals

November 15, 2021

As we near the end of another turbulent year, it’s time to discuss the steps you…

Read this Insight...

Proposed Tax Increases on the Horizon

May 14, 2021

President Biden presented the American Families Plan in an April 28, 2021 address to Congress, which…

Read this Insight...

COVID-19 Resource Guide: Everything You Need in One Place

March 22, 2021

Office Updates While BPW is categorized as an essential business due to the importance of tax…

Read this Insight...

BPW Moves Forward with April 15 Deadline

March 19, 2021

The IRS and California Franchise Tax Board recently announced that the income tax filing deadline for…

Read this Insight...

New Stimulus Package: What You Need to Know

March 14, 2021

The third stimulus package valued at $1.9 trillion made its debut last week after President Biden…

Read this Insight...

Update on Coronavirus Relief Programs

January 8, 2021

New Tax Relief & Grants will Support Businesses Impacted by COVID-19 As businesses and taxpayers continue to feel…

Read this Insight...

Year-End Tax Planning for Individuals

October 27, 2020

We recognize the impact this unimaginable year has had on all of us. There have been…

Read this Insight...

Income Tax Relief in Response to COVID-19 Outbreak

March 20, 2020

On March 20, 2020, the IRS extended the federal tax filing deadline to July 15, 2020,…

Read this Insight...

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 this insight

Jacob Sheffield Receives 40 Under 40 Award

Santa Barbara, CA – Congratulations to Jacob Sheffield who was recently named one of the 40 ...
Read this insight

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 this insight

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 this insight

Tax Court Denial of Charitable Deductions

The Tax Court recently ruled that a married couple's significant amount of charitable contributions were not ...
Read this insight

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 this insight

IRS Audits Foreseeable for Ultra-Wealthy

The Internal Revenue Service (IRS) has ramped up its efforts in recent years by expanding its ...
Read this insight

Regulatory Changes to Pension Plans – Upcoming Deadlines

In an effort to clarify the general ambiguity that looms over pension plans and fees paid ...
Read this insight

A Trust That Keeps on Giving

With a properly executed estate plan, your wealth can be enjoyed by your children and even ...
Read this insight

Business Vehicle Depreciation Limits Released for 2012

The IRS recently released the updated version of allowable depreciation limits for business passenger vehicles and ...
Read this insight

Social Security Statements Available Online

As of May 1, the Social Security Administration now provides workers, ages 18 and over, with ...
Read this insight

Key Provisions of the JOBS Act

On April 5, President Obama signed into law the Jumpstart Our Business Startups Act (JOBS Act), ...
Read this insight