Insights & News

10 Smart Moves for Real Estate Investors and Operators at Year’s End

By RSM US LLP | November 21, 2022

As we close the books on 2022, RSM’s real estate senior analyst Scott Helberg shares 10 important year-end resolutions for real estate investors to consider

Read more →

2022 Year-End Tax Planning for Individuals

By Crystal Knepler, CPA | November 11, 2022

While 2022 started out with some uncertainty about potential tax law changes, very few of the…

Read more →

2022 Year-End Tax Planning for Businesses

By Jacob Sheffield, CPA, MST | November 9, 2022

It’s the time of year when we’re immersing ourselves in fall sports, thinking about the holiday…

Read more →

Fed Raises Its Policy Rate by 75 Basis Points as It Prepares to Slow Pace of Hikes

By RSM US LLP | November 2, 2022

The Federal Reserve increased its policy rate by 75 basis points on Wednesday to a range between 3.75% and 4% as it hinted at slowing the pace of its hikes.

Read more →

What Is an S-Corp Election?

By RSM US LLP | October 27, 2022

Business owners often struggle with determining the optimal legal structure and tax treatment for their business. This video will explain an S-Corp tax election and how it may benefit you and your business.

Read more →

Accounting Today Names BPW a ‘2022 Best Midsized Firm to Work For’ 10 Years Running

By BPW | September 15, 2022

SANTA BARBARA, CA – September 15, 2022 – Bartlett, Pringle, & Wolf, LLP (BPW) was recently…

Read more →

The Inflation Reduction Act and What It Means for You

By Jacob Sheffield, CPA, MST | September 9, 2022

The Inflation Reduction Act (the Act) was recently signed into law on Aug. 16 and contains…

Read more →

Crystal A. Knepler Named Partner

By BPW | September 1, 2022

SANTA BARBARA, CA – September 1, 2022 – Bartlett, Pringle & Wolf, LLP (BPW), a leading…

Read more →

IRS Grants Failure to File Penalty Relief for 2019 and 2020 Returns

By RSM US LLP | August 30, 2022

Executive Summary The IRS released Notice 2022-36 providing relief for certain taxpayers from certain failure to…

Read more →

IRS Extends Time to Make Portability Election

By Eileen Sheridan | July 29, 2022

Portability is often an effective, go-to estate planning strategy that could make a considerable difference for…

Read more →

Gifts-in-Kind: New Reporting Requirements for Nonprofits

By Stacey Gumley | June 27, 2022

Nonprofits that receive contributions of nonfinancial assets are subject to new financial reporting rules. Because of…

Read more →

The Price of War: Risks Around the Inflation Outlook

By RSM US LLP | May 10, 2022

While we expect the annual inflation rate to peak this quarter as comparisons to the lower…

Read more →