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…
BPW Named Among 2012 Best Accounting Firms to Work For
Santa Barbara, CA – We are very excited to announce that for the second time Bartlett, ...
Read this insight 2012 Year-End Tax Planning for Individuals and Businesses
As 2012 is coming to a close, now is an ideal time to start preparing for ...
Read this insight Jacob Sheffield Receives 40 Under 40 Award
Santa Barbara, CA – Congratulations to Jacob Sheffield who was recently named one of the 40 ...
Read this insight Three Strategies That Add Flexibility to Your Estate Plan
In recent years, estate planning has been complicated by uncertainty over the future of the federal ...
Read this insight Understanding and Utilizing Financial Statements of Nonprofit Organizations
Financial statements provide a wealth of financial information about a nonprofit organization's most recent month, quarter ...
Read this insight Tax Court Denial of Charitable Deductions
The Tax Court recently ruled that a married couple's significant amount of charitable contributions were not ...
Read this insight New Tax on Investment Income to Support Medicare
The recent Supreme Court ruling on the healthcare law upheld the Patient Protection and Affordable Care ...
Read this insight IRS Audits Foreseeable for Ultra-Wealthy
The Internal Revenue Service (IRS) has ramped up its efforts in recent years by expanding its ...
Read this insight Regulatory Changes to Pension Plans – Upcoming Deadlines
In an effort to clarify the general ambiguity that looms over pension plans and fees paid ...
Read this insight A Trust That Keeps on Giving
With a properly executed estate plan, your wealth can be enjoyed by your children and even ...
Read this insight Business Vehicle Depreciation Limits Released for 2012
The IRS recently released the updated version of allowable depreciation limits for business passenger vehicles and ...
Read this insight Social Security Statements Available Online
As of May 1, the Social Security Administration now provides workers, ages 18 and over, with ...
Read this insight