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 Nonprofits Can Fight Fraud

Given the recent economic downturn, is it any wonder that fraud is a hot topic in ...
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IRS Allows $500 Carryover for Unused Healthcare FSAs

The IRS just announced a new exception to the longstanding "use or lose" rule for healthcare ...
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BPW Helps Spread Holiday Cheer at Junior League’s Festival of Trees

Santa Barbara, CA – BPW sponsored a Christmas tree at the first annual Festival of Trees to support ...
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Deducting Charity-Related Expenses

Most people are aware of deducting charitable contributions, but did you know that you may also ...
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The Buzz on Benefit Corporations & B Corps

Ben & Jerry's, Etsy, Seventh Generation and our very own local icon, Patagonia, are a few ...
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Record Retention Guidelines and Policy Development

Although the topic of recordkeeping, including retention and destruction of records, may appear to be straightforward, ...
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IRS Debuts Final Repair Regs

To expense or capitalize? That is the question companies face when they acquire, produce or improve ...
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Ellyn Cole Named One of the 40 Under 40

Congratulations to Ellyn Cole, who was recently named one of the 40 Under 40 by the Pacific ...
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IRS Changes How Tips & Service Charges are Handled

As you may recall from a previous article, the new IRS rule on classifying tips and ...
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John Britton Honored by Rotary Club of Santa Barbara North

Santa Barbara, CA – BPW Partner, John Britton, was recently honored with the Vocational Service Award ...
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2013 Year-End Tax Planning for Businesses

I hope that you had the opportunity to read Elizabeth's blog article, where she discussed tax ...
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2013 Year-End Tax Planning for Individuals

As we near the end of 2013, now is an excellent time of year to review ...
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