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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December 14, 2011

Tax-Exempt Filing Deadline Extended

The IRS released news that they will be temporarily extending the January and February filing deadlines ...
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December 9, 2011

BPW Provides a Day of Play to Local Nonprofits

Bartlett, Pringle & Wolf, LLP (BPW) donated 500 tickets to local children-focused nonprofits to attend the ...
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December 9, 2011

President Obama Signs Form 1099 Repeal

President Obama signed the Comprehensive 1099 Taxpayer Protection and Repayment of Exchange Subsidy Overpayments Act on ...
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December 8, 2011

CalCPA Presents Bartlett, Pringle & Wolf with Public Service Award

For services to the community, the California Society of CPAs (CalCPA) has presented its 2011 Public ...
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November 28, 2011

Recent Developments in Private Company Financial Reporting

Over the last six years the topic of private company financial reporting and the need for ...
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November 4, 2011

Obtaining the Medical Care You Deserve

What happens when your insurance company rejects the procedures you need? There are options available to ...
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October 12, 2011

The Power of Integration

Myth: Accounting systems are for the accountants and CRM is for the sales people. Isn't that ...
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September 27, 2011

2011 Year-End Tax Planning for Businesses

While some businesses may still be sorting through all the legislative changes from 2010, it is ...
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August 22, 2011

Generating Interest with Intrafamily Loans

Lending money to family members may be personal, but it pays to treat loans like business. ...
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December 10, 2010

Bartlett, Pringle & Wolf, LLP Named One of the 2010 Best Accounting Firms to Work for

Bartlett, Pringle & Wolf, LLP (BPW) was named as one of the 2010 Best Accounting Firms ...
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