Insights by Author: Eileen Sheridan

IRS Extends Time to Make Portability Election

July 29, 2022

Portability is often an effective, go-to estate planning strategy that could make a considerable difference for…

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May 7 Deadline for Big Businesses

May 4, 2020

The Treasury Department is granting safe harbor to large and public companies that voluntarily return stimulus…

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Is a Donor-Advised Fund Right for You?

March 3, 2020

Donor-advised funds (DAFs) have grown in popularity over the past decade. According to the National Philanthropic Trust…

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Uncertain Future for CA Estate Tax

August 16, 2019

California is currently among 30 states that do not impose a state estate tax. State legislature,…

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Generating Interest with Intrafamily Loans

August 22, 2011

Lending money to family members may be personal, but it pays to treat loans like business.…

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Planning a Successful CRM Project

"Plan the work and work the plan." That's what my grandfather always used to tell me. ...
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Bridget Foreman Named Among Top 50 Women in Business

Santa Barbara, CA – Partner Bridget Foreman was named one of the 2012 Top Women in Business ...
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Three BPW Team Members Receive CPA License

Santa Barbara, CA – Jason Van Reken, Stacey Foley and Jorge Melgoza of Bartlett, Pringle & ...
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BOE Targeting Local Businesses for Sales and Use Tax Payments

The State Board of Equalization (BOE) is taking a new approach to collect California sales and ...
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Payroll Tax Cut Extended with a Creative Solution

On February 22, 2012, President Obama signed into law a bill extending payroll tax cuts and ...
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Make Your Medical Practice More Healthy

"If you can't measure it, you can't manage it." This well-known quotation can be applied to ...
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What Every Taxpayer Should Know About Identity Theft

We are hearing more and more about cases of identity theft. In the 2011 Identity Fraud ...
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BPW is More Than Just an Accounting Firm

On Tuesday, January 17, 2013 we held our annual Tax Season Kick Off Breakfast to ring ...
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Eileen Sheridan Named to Board of Directors for Music Academy of the West

Santa Barbara, CA – BPW Partner, Eileen Sheridan, was recently elected to the Board of Directors ...
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BPW Takes the Day to Volunteer at Local Nonprofit

Santa Barbara, CA – Bartlett, Pringle & Wolf, LLP (BPW) held its 3rd Annual "BPW Day ...
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Compliance Complexities

Although we have not seen major changes from 2010 on how your 2011 personal income taxes ...
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Bartlett, Pringle & Wolf, LLP Promotes within the Firm

Santa Barbara, CA – Bartlett, Pringle & Wolf, LLP (BPW), Santa Barbara-based accounting and consulting firm, ...
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