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…

Partner Spotlight

The Pacific Coast Business Times recently named BPW Partner Eileen Sheridan as one of the 2017 ...
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529 Plans: Saving for College

Now's the time to start saving for your child's higher education, and a 529 plan, named ...
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New Accounting Standard Brings Big Changes to Not-for-Profit Financial Reporting

Not-for-profit organizations will see big changes coming soon to their financial reporting. After years of discussion, ...
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Team Member Spotlight

Congratulations to our team members on their recent promotions! We had three team members receive promotions ...
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New Regulations for Internal-Use Software and R&D Credit

Due to recently finalized regulations, companies that develop software for their own internal use may now ...
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New Overtime Rule Put On Hold by Federal Injunction

A recent ruling by U.S. District Judge Mazzant has put a nationwide hold on the Department ...
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Effective Fixed Asset Management

Fixed asset management is not something that companies generally have at the top of their priority ...
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New Deadline and Increased Penalties for Forms 1099 and W-2

The IRS is getting stricter on filing deadlines for information returns and have increased penalties for ...
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Proposition 55 Approved by Voters

Voters in California recently elected to extend increased personal income taxes on higher-earning taxpayers. With 62% ...
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Eileen Sheridan and John Britton Named Who’s Who in Professional Services

The Pacific Coast Business Times recently named BPW Partners, Eileen Sheridan and John Britton as two ...
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Year-End Tax Planning for Businesses

The end of 2015 introduced changes to the tax code that may affect your business this year. While planning ...
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Year-End Tax Planning for Individuals

With changes in the political landscape on the horizon, prospects for tax reform in 2017 and ...
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