Insights by Author: Kathleen Donelan-Maher

5 New Updates on Economic Impact Payments

September 28, 2020

New information continues to unfold as Congress provides clarity on several aspects of the economic impact…

The CARES Act: Big Changes to Retirement Plans

May 6, 2020

Let’s talk retirement planning. How should retirement accounts be handled after the big changes seen in…

The SECURE Act: Key Takeaways and Strategies to Consider

February 21, 2020

Over the past few years, we have seen some of the greatest shifts in tax legislation.…

IRS Establishes No Clawback Rule on Gifts and Estates

December 23, 2019

‘Tis the season for giving! In a recent announcement, the IRS presented the highly-anticipated final regulations…

How to Leave Your Digital Legacy

December 19, 2019

As we continue to expand our digital footprint, it is important to incorporate our digital lives…

How Tax Reform Affects Fringe Benefits

The Tax Cuts and Jobs Act (the Act) cut tax rates for both individuals and businesses, ...
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Best Place to Work for the 2nd Year in a Row

We are honored to be named among the Central Coast Best Places to Work by the Pacific Coast Business ...
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Partner Spotlight

Congratulations to BPW Partner Ellyn Cole on being named one of the 2018 Top 50 Women ...
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New Bill Delays Three Taxes

The president signed a “continuing resolution” on January 22, delaying three health-related taxes: the medical device ...
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Team Member Spotlight

Congratulations to our team members on their recent accomplishments! BPW Partner Danna McGrew was recently named ...
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Decrypting Cryptocurrencies

What are cryptocurrencies? The news is teeming with excitement about cryptocurrencies, whether it be Bitcoin, Ethereum ...
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BPW Celebrates Its 70th Anniversary

Bartlett, Pringle & Wolf, LLP, the largest full-service accounting firm on the Central Coast, is celebrating ...
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Safe Harbor for R&D Costs on Audited Financial Statements

Determining the correct research and development costs (R&D) can be a complex process for both taxpayers ...
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Tax Relief in a Federally-Declared Disaster Area

On January 2, the President declared a major natural disaster for those areas affected by the ...
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Tax Reform Bill Signed into Law

President Trump signed the sweeping 2018 tax reform bill into law last Friday, with most provisions ...
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IRS Releases 2018 Pension Plan Contribution Limits

A new year brings new changes. The Internal Revenue Service recently announced updated pension plan contribution ...
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Update: Tax Reform Moving Through Congress

In last month’s newsletter, we gave a brief overview of the Trump administration’s tax reform proposal, ...
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