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…

Welcome to Tax Season 2023

Tax Season 2023 officially begins on Monday, January 23, 2023 when the IRS will begin accepting ...
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2022 Year-End Tax Planning for Individuals

While 2022 started out with some uncertainty about potential tax law changes, very few of the ...
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2022 Year-End Tax Planning for Businesses

It’s the time of year when we’re immersing ourselves in fall sports, thinking about the holiday ...
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Accounting Today Names BPW a ‘2022 Best Midsized Firm to Work For’ 10 Years Running

SANTA BARBARA, CA – September 15, 2022 – Bartlett, Pringle, & Wolf, LLP (BPW) was recently ...
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The Inflation Reduction Act and What It Means for You

The Inflation Reduction Act (the Act) was recently signed into law on Aug. 16 and contains ...
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Crystal A. Knepler Named Partner

SANTA BARBARA, CA – September 1, 2022 – Bartlett, Pringle & Wolf, LLP (BPW), a leading ...
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IRS Extends Time to Make Portability Election

Portability is often an effective, go-to estate planning strategy that could make a considerable difference for ...
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Gifts-in-Kind: New Reporting Requirements for Nonprofits

Nonprofits that receive contributions of nonfinancial assets are subject to new financial reporting rules. Because of ...
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A Fresh Look at Retirement Withdrawal Rules

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

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?

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?

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