What CPAs Should Know About Controlled Groups (Christine Roberts, CA CPA Magazine)

Mullen and Henzell Law Firm Santa Barbara

Christine Roberts published an article in January/February edition of California CPA magazine:  “What CPAs Should Know About Controlled Groups”  — Click here to view article:  http://californiacpa.calcpa.org/?issueID=79&pageID=24

IRS Gifts Large Employers an ACA Reporting Extension

Under the ACA, Applicable Large Employers (ALEs) must comply with annual reporting and disclosure duties. This falls under Section 6056 of the Internal Revenue Code (“Code”). These include filing, with the IRS, a Form 1094-C transmittal form, together with copies of Form 1095-C. These individual statements must also be furnished to full-time employees (and to part-time… Read more »

Santa Barbara Women Lawyers Foundation Donor of the Year

Mullen & Henzell was chosen as 2017 Donor of the Year by Santa Barbara Women Layers Foundation.  The firm received this award at the Onward & Upward Donor Reception on Wednesday, October 18 at Carr Winery at 5:30pm. Each fall, Santa Barbara Women Lawyers Foundation recognizes key supporters of the organization who have championed SBWLF’s mission… Read more »

IRA Wealth Transfers: 5 Common Mistakes (Christine Roberts)

Christine Roberts will be presenting at the August 18, 2017 meeting of the Financial Planning Association of Ventura County on the  5 Most Common Mistakes in IRA Wealth Transfers (link to flyer below). View event flier here:  https://fpavc.memberclicks.net/assets/docs/mtg-flyers/2017%2008.18.pdf

Deborah Boswell is now a Partner (Estate Planning)

We are pleased to announce that Deborah K. Boswell became a Partner of the firm on January 1, 2017.