Insights by Author: Elizabeth Boscacci

Year-End Tax Planning for Individuals

October 28, 2016

With changes in the political landscape on the horizon, prospects for tax reform in 2017 and…

2015 Year-End Tax Planning for Individuals

October 9, 2015

The first day of Fall is our signal to begin year-end tax planning. While the 2015…

Small Business Reprieve on Health Premium Reimbursement Plans

May 15, 2015

Historically, companies that wanted their employees to be protected with health coverage, but didn’t want the…

Highlights of the 2014 Tax Extender Package

January 19, 2015

On December 19, 2014, the President signed into law the Tax Increase Prevention Act of 2014…

2014 Year-End Tax Planning for Individuals

October 7, 2014

It’s hard to believe that we are getting towards the end of another year, but with…

2013 Year-End Tax Planning for Individuals

September 25, 2013

As we near the end of 2013, now is an excellent time of year to review…

New Option for Home Office Deductions

March 5, 2013

In an effort to make things easier for owners of home-based businesses and for some home-based…

IRS Questioning Under-Reporting on Business Returns and 1099-K Matching

December 28, 2012

The Internal Revenue Service is now using information statements to look for under-reporting on business returns.…

Tax Court Denial of Charitable Deductions

August 14, 2012

The Tax Court recently ruled that a married couple’s significant amount of charitable contributions were not…

Social Security Statements Available Online

May 22, 2012

As of May 1, the Social Security Administration now provides workers, ages 18 and over, with…

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, ...
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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 ...
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Jacob Sheffield Receives 40 Under 40 Award

Santa Barbara, CA – Congratulations to Jacob Sheffield who was recently named one of the 40 ...
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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 ...
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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 ...
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Tax Court Denial of Charitable Deductions

The Tax Court recently ruled that a married couple's significant amount of charitable contributions were not ...
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New Tax on Investment Income to Support Medicare

The recent Supreme Court ruling on the healthcare law upheld the Patient Protection and Affordable Care ...
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IRS Audits Foreseeable for Ultra-Wealthy

The Internal Revenue Service (IRS) has ramped up its efforts in recent years by expanding its ...
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Regulatory Changes to Pension Plans – Upcoming Deadlines

In an effort to clarify the general ambiguity that looms over pension plans and fees paid ...
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A Trust That Keeps on Giving

With a properly executed estate plan, your wealth can be enjoyed by your children and even ...
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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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Social Security Statements Available Online

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