Insights by Author: Jacob Sheffield, CPA, MST

2022 Year-End Tax Planning for Businesses

November 9, 2022

It’s the time of year when we’re immersing ourselves in fall sports, thinking about the holiday…

Read this Insight...

The Inflation Reduction Act and What It Means for You

September 9, 2022

The Inflation Reduction Act (the Act) was recently signed into law on Aug. 16 and contains…

Read this Insight...

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

February 23, 2022

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

Read this Insight...

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

February 16, 2022

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

Read this Insight...

Year-End Tax Planning for Businesses

November 15, 2021

2021 brought a wave of new tax changes for businesses, and 2022 could bring yet another…

Read this Insight...

On Your Mark, Small Businesses: Get Set to Reserve the 2021 Main Street Hiring Credit

October 28, 2021

The Main Street Hiring Credit has been reenacted for 2021, bringing financial relief to small businesses…

Read this Insight...

How to Claim the Employee Retention Tax Credit

July 16, 2021

Congress created an employee retention tax credit to retain employees on their payroll during the pandemic.…

Read this Insight...

Erroneous Notices from the IRS and States

February 26, 2021

Many clients have received CP59 Notices notifying them about missing Forms 1040 for the tax year 2019. In…

Read this Insight...

Year-End Tax Planning for Businesses

October 29, 2020

Many businesses remain steeped in financial, operational, and HR challenges related to the COVID-19 crisis, but…

Read this Insight...

Tax Considerations for Today’s Mergers & Acquisitions

July 10, 2020

In the midst of continued uncertainty oscillating in the global market, opportunities emerge in times of…

Read this Insight...

10 Smart Moves for Real Estate Investors and Operators at Year’s End

In the past year, commercial real estate has seen a dramatic rise in interest rates and ...
Read this insight

2022 Year-End Tax Planning for Individuals

While 2022 started out with some uncertainty about potential tax law changes, very few of the ...
Read this insight

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 ...
Read this insight

Fed Raises Its Policy Rate by 75 Basis Points as It Prepares to Slow Pace of Hikes

The Federal Reserve increased its policy rate by 75 basis points on Wednesday to a range ...
Read this insight

What Is an S-Corp Election?

Download our Whitepaper Click below to view our in-depth whitepaper. Contact Us We are always interested ...
Read this insight

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 ...
Read this insight

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 ...
Read this insight

Crystal A. Knepler Named Partner

SANTA BARBARA, CA – September 1, 2022 – Bartlett, Pringle & Wolf, LLP (BPW), a leading ...
Read this insight

IRS Grants Failure to File Penalty Relief for 2019 and 2020 Returns

Executive Summary The IRS released Notice 2022-36 providing relief for certain taxpayers from certain failure to ...
Read this insight

IRS Extends Time to Make Portability Election

Portability is often an effective, go-to estate planning strategy that could make a considerable difference for ...
Read this insight

Gifts-in-Kind: New Reporting Requirements for Nonprofits

Nonprofits that receive contributions of nonfinancial assets are subject to new financial reporting rules. Because of ...
Read this insight

The Price of War: Risks Around the Inflation Outlook

While we expect the annual inflation rate to peak this quarter as comparisons to the lower ...
Read this insight