Monthly Walpole & Co., LLP Newsletter with Key Tax Updates
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Point of View

Recently, I was fortunate to spend time with a gentleman named George Kinder, who has written many books on the subject of exploring your passions. He came up with three questions ... read on to find out more! 

 

Focusing on our Clients: Bio SB - Bioscience for the world

Walpole interviews Dr. Alfonso Heras, Bio SB President and CEO

 

Team Talk

What an interesting year it has been! 

Walpole is excited to introduce these great additions to our team.  

 

Tax Updates

In response to the economic downturn due to the global pandemic, the Coronavirus Aid, Relief, and  Economic Security (CARES) Act contains noteworthy provisions aimed at providing relief to individuals and businesses. This summary highlights the income tax provisions of the CARES Act.

Trust Taxes 101

We are in the midst of uncertain times and many of our clients have reviewed their estate plans with their advisors and already realize the benefits of having their assets held in trusts.  Here are some of the major nuances involved in reporting trust taxable income each year.

Audit procedures tailored for you!

Walpole & Co., LLP provides audit and attestation services to small, medium and large private companies and non-profit organizations. This type of service can be appealing for those that may not require an audit but would like independent verification of certain transactions or accounts, or to provide key information to third parties. Walpole can work with you to determine whether an agreed-upon procedures engagement could meet your needs.

 

Grab a Pencil (and jot this down)

I know we have all seen workbooks that have similar Get Your Affairs in Order themes, but this is the deal.  People do not want to do this to begin with – at all.  So any excuse to turn left or right off the road to getting it done is going to be taken.  By making a process easy and a little spontaneous, so that you can literally use a pencil and a binder makes the barrier to entry much less difficult.

With gratitude to Holly Cramer, Partner (who is retiring December 2020)

Holly, thank you from all of us – it has been a real pleasure and an honor to work side by side with you all these years.  Congratulations on your retirement!

Future-Forward Manufacturing

The economy has taken a tremendous hit as a result of the Covid-19 pandemic, and many small manufacturers are feeling an impact. But some manufacturers have pivoted to meet customer demand, and more may be able to do so if they can take advantage of (1) increased access to market trends and (2) technology. Even more opportunities may exist for manufacturers than are apparent at first glance.

Mark Your Calendar

Key tax deadlines, scheduling information, and more! 

Walpole & Co., LLP
Walpole & Co., LLP
(805) 569-9864
info@walpolecpa.com
70 Santa Felicia Drive
Goleta, CA 93117
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Our firm provides the information in this e-newsletter for general guidance only, and does not constitute the provision of legal advice, tax advice, accounting services, investment advice, or professional consulting of any kind. The information provided herein should not be used as a substitute for consultation with professional tax, accounting, legal, or other competent advisers. Before making any decision or taking any action, you should consult a professional adviser who has been provided with all pertinent facts relevant to your particular situation. Tax articles in this e-newsletter are not intended to be used, and cannot be used by any taxpayer, for the purpose of avoiding accuracy-related penalties that may be imposed on the taxpayer. The information is provided "as is," with no assurance or guarantee of completeness, accuracy, or timeliness of the information, and without warranty of any kind, express or implied, including but not limited to warranties of performance, merchantability, and fitness for a particular purpose.
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