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Saved Articles

  • What Do You Need To Save for Tax Time?

    Tax season is winding down for this year, but it's not too early to start planning for next year! Click through to find out how to reduce difficulties by saving information and keeping it at your fingertips.

    Saved on 04-20-2021 - Remove
  • What Consumers Need to Know About HIPAA

    Keeping patient information private is the basic idea behind the Health Insurance Portability and Accountability Act (HIPAA), and the pandemic has once again highlighted this important rule. Click through to learn its privacy and security requirements.

    Saved on 04-20-2021 - Remove
  • Steps to Business Profitability

    Profitability determines whether your business stays in business. That seems obvious, but it's more complicated than it seems. Click through to learn about the different ways to analyze profitability.

    Saved on 04-20-2021 - Remove
  • How To Handle Cash Payments

    There's nothing wrong with dealing in cash, but you do need to know that cash transactions of more than $10,000 need to be reported to the IRS. Click through to get facts about reporting such payments.

    Saved on 04-20-2021 - Remove
  • Worried About Recordkeeping at Your Manufacturing Company?

    Partner, Tom Wahlquist, discusses the importance of proper record keeping and how the right system can enhance your business. 

    Saved on 07-15-2021 - Remove
  • Focusing on our Clients: Bio SB - Bioscience for the world

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

     

    Saved on 01-18-2021 - Remove
  • 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! 

     

    Saved on 01-25-2021 - Remove
  • 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!

    Saved on 01-25-2021 - Remove
  • Team Talk

    What an interesting year it has been! 

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

     

    Saved on 01-25-2021 - Remove
  • 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.

    Saved on 01-25-2021 - Remove
  • 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.

    Saved on 01-25-2021 - Remove
  • 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.

    Saved on 01-25-2021 - Remove
  • 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.

     

    Saved on 01-25-2021 - Remove
  • 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.

    Saved on 01-25-2021 - Remove
  • Mark Your Calendar

    Key tax deadlines, scheduling information, and more! 

    Saved on 01-25-2021 - Remove
  • The IRS and Private Tax Debt Collection

    As we head into tax season, taxpayers should know that the IRS continues to use several private collection agencies. How may this affect you? Click through for the details on how the program works and what your rights are.

    Saved on 01-30-2021 - Remove
  • Noncompete Agreements: What's the Deal?

    Noncompete agreements are designed to keep confidential business information safe, and in this infotech world, that's essential. Click through to find out exactly what these entail and what they mean for someone's future employment prospects.

    Saved on 01-30-2021 - Remove
  • Opportunity Zones: Doing Well By Doing Good

    An opportunity zone, located in an economically distressed community, spurs investments via preferred tax treatment. Click through for an introduction to the specific conditions for this useful but complicated provision.

    Saved on 01-30-2021 - Remove
  • Property Taxes: How Are They Calculated?

    Understanding how property taxes are calculated is critical to making sure the appropriate rate is charged. Click through to determine whether you're paying the lowest taxes possible and maximizing your returns.

    Saved on 01-30-2021 - Remove
  • Tax Updates

    Find out what has and will change regarding the Federal tax system, including mileage rates, contribution limits, and more. 

    Saved on 02-10-2021 - Remove
  • Estate Planning: Don't Forget About the Property Taxes!

    Diana Lewis covers why estate planning is needed when purchasing property. 

    Saved on 02-10-2021 - Remove
  • A Tribute to Our Founder: Jean Smith

    Since 1974, Jean Smith has dedicated her time to serving clients. Now, we get to pay tribute to our founder for her years of hard work. 

    Saved on 02-10-2021 - Remove
  • How Will the New Standards for Revenue Recognition and Leases Affect Your Business?

    Colin Mak talks about the new revenue recognition and lease standards and how it might create a material impact on your financial statements as well as the accounting function of your company.

    Saved on 02-10-2021 - Remove
  • Artificial Intelligence: Has It Come to Accounting?

    Artificial intelligence has been much in the headlines recently, often in the context of self-driving cars or robots. But will it change accounting and finance? Click through to see how AI is already affecting your life and business.

    Saved on 02-10-2021 - Remove
  • How to Improve Your Credit Score

    Everyone talks about credit scores, and how they can make a huge difference in your life -- with home purchases, for example. But what really affects the numbers? Click through for some steps to take now to get on the path to a better score.

    Saved on 02-10-2021 - Remove
  • "I Am a Knight Now"

    Walpole client, Rutledge Mills, is awarded the French Legion of Honor Medal for his service in WWII. Click through to hear his story. 

    Saved on 02-10-2021 - Remove
  • Team Talk

    It's been a year of new additions for the Walpole Team - babies, certifications, retirements and more! 

    Saved on 02-10-2021 - Remove
  • Trusts: What You Need to Know

    A trust lets you distribute your assets to others, while minimizing estate, income and gift taxes. Trusts have scores of uses for a variety of families. Click through for a basic primer on this essential component of estate planning.

    Saved on 02-10-2021 - Remove
  • Ponies and Pennies

    WFA hosted their first Financial Literacy Workshop for children. Click here to learn more about the event. 

    Saved on 02-10-2021 - Remove
  • Congratulations to Connie on her Retirement!

    Thank you for your decades of service, Connie!

    Saved on 02-10-2021 - Remove
  • Point of View

    Partner, John Bostwick, takes life's unexpected problems and turns them into opportunity. 

    Saved on 02-10-2021 - Remove
  • Padding Your Tax Deductions? The Consequences Are Serious

    It can be a seductive trap: adding an item here or there to reduce your taxes. But even aside from the morality, it's illegal, and the penalties are steep. Click through to learn about the consequences of lying on your return.

    Saved on 02-10-2021 - Remove
  • 5 Steps to Better Forecasting

    No one can predict the future. But by planning what key performance metrics they monitor and how, business leaders can retain the agility they need in an uncertain world. Click through for tips on navigating through uncertain times.

    Saved on 06-27-2021 - Remove
  • Do You Need an Economic Injury Disaster Loan?

    There has been a lot of press surrounding the government's PPP loan, but that's not the only option. An EIDL can also help businesses, including nonprofits. Click through for an introduction to its provisions to see whether it's right for you.

    Saved on 06-27-2021 - Remove
  • Employers Get Tax Breaks for Vaccination Leave

    Washington wants everyone to get a COVID-19 shot, so it is giving a refundable tax credit to employers who grant paid time-off to staff to receive—or recover from—a vaccination. Click through for eligibility rules.

    Saved on 06-27-2021 - Remove
  • What Is the Role of Boards in a Post-Covid World?

    The pandemic has shifted corporate board meetings from in person to virtual, and that may become the new norm. What are the implications? Click through for a brief examination of how board operations, and perceptions, may change.

    Saved on 06-27-2021 - Remove
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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