Insights by Author: Jacob Sheffield, CPA, MST

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…

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The CARES Act: An Overview for Businesses

April 2, 2020

The Coronavirus Aid, Relief, and Economic Security (CARES) Act was signed into law on Friday, March…

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IRS Released Guidance on Meal and Entertainment Expense Deductions

March 11, 2020

In recently-proposed regulations, the IRS states that, in general, taxpayers can deduct 50% of the ordinary food…

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IRS Issued Final Guidance on 199A Deduction for Pass-Through Entities

March 16, 2019

In a highly-anticipated release, the IRS provided a final set of guidelines for a complex area…

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Year-End Tax Update for Businesses

October 30, 2018

As we look at taxes through a new lens this year, the Tax Cuts and Jobs…

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How Tax Reform Affects Fringe Benefits

May 31, 2018

The Tax Cuts and Jobs Act (the Act) cut tax rates for both individuals and businesses,…

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Safe Harbor for R&D Costs on Audited Financial Statements

February 15, 2018

Determining the correct research and development costs (R&D) can be a complex process for both taxpayers…

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Year-End Tax Planning for Businesses

October 23, 2017

With the release of the Trump administration’s tax reform proposal, new legislation and traditional year-end opportunities…

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Employer Absolved from Income Tax Liability After Granted IRS Records

September 12, 2017

In a unanimous ruling, the Tax Court has made it easier for employers to absolve income…

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New Regulations for Internal-Use Software and R&D Credit

January 27, 2017

Due to recently finalized regulations, companies that develop software for their own internal use may now…

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BPW Named a 2024 Top Regional Leader of the West by Accounting Today

SANTA BARBARA, CA – Bartlett, Pringle & Wolf, LLP (BPW) is proud to announce that the ...
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Key Tax Considerations for Real Estate Investors in 2024

Amid the backdrop of market realignment, higher interest rates, and shifting workplace habits, investors remain cautiously ...
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Bartlett, Pringle & Wolf, LLP Announces Newest Partner Gisela A. Rodriguez, CPA

SANTA BARBARA, CA – Bartlett, Pringle & Wolf, LLP is pleased to welcome its newest named ...
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Welcome to Tax Season 2024

As we turn the corner on another year, it's time to shift gears into Tax Season ...
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Corporate Transparency Act: What Small Businesses and Trusts Need to Know About New Reporting Requirements

Effective January 1, 2024, millions of privately-owned non-exempt corporations, limited liability companies and limited partnerships will ...
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2023 Year-End Tax Planning for Businesses

As businesses work to rebound after a challenging few years, strategic year-end tax planning has never ...
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2023 Year-End Tax Planning for Individuals

As the 2023 tax season winds down, it’s time to take a closer look at year-end ...
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IRS Releases 2024 Retirement Plan Limitations

The IRS issued Notice 2023-75, which made modifications to the annual limits for retirement plans. These ...
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Solomon and Sheffield Recognized as Top Professional Service Leaders in Tri-Counties

Bartlett, Pringle & Wolf, LLP is pleased to announce that Tracey A. Solomon, CPA and Jacob ...
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Revenue Recognition for Franchisors

In 2014, the Financial Accounting Standards Board (FASB) issued Accounting Standards Update (ASU) 2014-09, Revenue from ...
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Danna McGrew Named one of the 2023 Top 50 Women in Business by PCBT

Bartlett, Pringle, & Wolf, LLP (BPW) congratulates Partner Danna McGrew, CPA on being recognized by the ...
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What does SECURE 2.0 mean for small employers?

The SECURE 2.0 Act of 2022 (SECURE 2.0 or the Act), enacted on Dec. 29, 2022, ...
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