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…

The IC-DISC: How Your Foreign Sales Can Save You Tax

If your business exports goods that are made or grown in the United States or performs ...
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Regulations Released for Estate and Trust Deductions

The IRS has issued final regulations as to which costs incurred by non-grantor trusts and estates ...
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Converged Standard on Revenue Recognition Released by FASB and IASB

After many years of collaboration, the Financial Accounting Standards Board (FASB) and the International Accounting Standards ...
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A Major Change in the Rules of IRA Rollovers

With a recent ruling by the United States Tax Court (the Court), there is now a ...
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The Magic of AP Automation

Somewhere in an office not so far from here, there is a company that gets all their ...
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Form 990: How a Nonprofit Can Survive an IRS Audit

"Death, taxes and childbirth! There's never any convenient time for any of them." (Margaret Mitchell, Gone ...
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California Competes Credit Offers an Incentive to Keep Businesses in the State

Are you looking to start a business in California or considering whether or not to keep your ...
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Abel Barragan Recognized as CalCPA YEP of the Year

Congratulations to Abel Barragan on being named...twice! Abel was named Young and Emerging Professional by the ...
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Electric Cars: Good for Your Tax Return!

In the beginning, the only purpose of the United States income tax was to raise revenue ...
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Santa Barbara Chamber Nominates BPW as Large Business of the Year

BPW is honored to have been nominated as Large Business of the Year by the Santa ...
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BPW Introduces New Online Bill Pay Service

Please welcome our new online bill pay service—gotoBilling! In our continued efforts to enhance our clients' experience, Bartlett, ...
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New Year…New Company? The Differences Between LLCs, C Corps and S Corps

As we continue making plans for the New Year, you may be looking at your business with a fresh eye and ...
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