Insights by Author: Jacob Sheffield, CPA, MST

Corporate Transparency Act: What Small Businesses and Trusts Need to Know About New Reporting Requirements

January 19, 2024

Effective January 1, 2024, millions of privately-owned non-exempt corporations, limited liability companies and limited partnerships will…

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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…

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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…

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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…

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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…

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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…

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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…

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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.…

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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…

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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…

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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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