5 New Updates on Economic Impact Payments
New information continues to unfold as Congress provides clarity on several aspects of the economic impact…
The CARES Act: Big Changes to Retirement Plans
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
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
‘Tis the season for giving! In a recent announcement, the IRS presented the highly-anticipated final regulations…
How to Leave Your Digital Legacy
As we continue to expand our digital footprint, it is important to incorporate our digital lives…
2015 Year-End Tax Planning for Individuals
The first day of Fall is our signal to begin year-end tax planning. While the 2015 ...
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Team Member Spotlight
Congratulations to our team members on their recent promotions! 2015 proved to be a successful year ...
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Make Green ($) by Going Green with doc-link, Document Imaging Software
Have you noticed how the Accounts Payable world is starting to move from the hard copy ...
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Stacey Gumley Named One of the 40 Under 40
Congratulations to BPW Audit Manager, Stacey Gumley, who was recently named one of the 2015 40 ...
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Rules on Deducting Business Start-Up Expenses
A recent U.S. Tax Court decision drives home the important point that current deductions aren't allowed ...
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Tangible Asset and Repair Regulations Reminder
Reminder: September 15th and October 15th are the deadlines to file Forms 3115 to proactively comply ...
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Being Skeptical: Is it Really a Bad Thing?
We have all met people who we would consider a "Debbie Downer" or a "Doubting Thomas." ...
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Your Documents: Where You Need Them, When You Need Them
When you think about what the biggest bottlenecks are in your organization, there's a good chance ...
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Preventing and Detecting Fraud in Your Organization
According to the Association of Certified Fraud Examiners' 2014 Fraud Study, Report to the Nations on ...
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Tax Deadline Reminder: FBARs Due by June 30
The deadline is fast approaching for certain taxpayers to report accounts they hold in foreign banks ...
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Eileen Sheridan Featured in CalCPA Magazine
We are pleased to spotlight Partner Eileen Sheridan on the cover of last month’s California CPA ...
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Small Business Reprieve on Health Premium Reimbursement Plans
Historically, companies that wanted their employees to be protected with health coverage, but didn't want the ...
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