Certified Public Accountants

Author Archives: bpwc-admin

Matt Doxtator, CPA, CIA, CFE

MDoxtator@bpwccpa.com Matt is a manager in the BPW&C Audit and Assurance service line. Matt has a diverse background in both public and management accounting including extensive experience as an internal auditor for a publicly traded company.  Matt holds a BA in Accounting … Continue reading

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BPW&C Promotes Stephanie Melton to Principal

BPW&C is pleased to announce the promotion of Stephanie Melton, CPA to the position of principal effective June 1, 2015. Stephanie began her career in public accounting in 1998 and joined BPW&C in 2005. Stephanie focuses on providing tax and … Continue reading

One on One With Tom Broderick – Albuquerque Journal Business Page Article

The following link is a One on One article with Tom Broderick published in the Albuquerque Journal Business section. Tom Broderick Article – Albuquerque Journal Business

BPW&C Promotes Marvin Kiesow to Principal

BPW&C is pleased to announce the promotion of Marvin Kiesow, CPA, CCIFP to the position of principal effective January 1, 2015. Marvin began his career in public accounting in 1988 and joined BPW&C, through a predecessor firm, in 2002. He … Continue reading

BPW&C Promotes Nick Hoffman to Manager

BPW&C is pleased to announce the promotion of Nick Hoffman, CPA to the position of manager effective January 1, 2015. Nick is a native of Los Alamos, New Mexico and joined BPW&C, through a predecessor firm in 2006. He focuses … Continue reading

Welcome Jason Belitz

BPW&C is pleased to announce that Jason Belitz, CPA has joined the firm as an associate in the Audit and Accounting Division. Jason received his Bachelor’s degree from the University of New Mexico and completed his post-graduate accounting studies at … Continue reading

Overview of 2014 Tax Increase Prevention Act

Overview of the 2014 Tax Increase Prevention Act In the recently enacted “Tax Increase Prevention Act of 2014,” Congress has once again extended a package of expired or expiring individual, business, and energy provisions known as “extenders.” The extenders are … Continue reading

Health Care Reform and You

Please click the link below: Health Care Reform and You

Health Care Reform and Your Business

Please click the link below: Health Care Reform and Your Business

2014 W-2 Reporting for Selected Employee Benefits

December 31st is fast approaching and we would like to remind you of items that are included on W-2’s for 2014. Are any of the items below applicable to your business? Auto Allowance: As in past years, individuals who use … Continue reading

Key Estate and Gift Figures for 2015

IRS Announces Key Estate and Gift Tax Figures for 2015 The unified estate and gift exclusion amount for gifts made in 2015 and decedents dying in 2015 has increased to $5,430,000 (up from $5,340,000 in 2014). The unified estate and … Continue reading

Charles “Skip” Phillippi Wins Lifetime Achievement Award

BPW&C is pleased to announce that Charles “Skip” Phillippi has won the Lifetime Achievement Award of the New Mexico Society of CPAs for 2014. Skip is a founding principal of the Firm and continues to be an active member of … Continue reading

IRA Rollovers

IRA Rollovers – 2014 Developments Earlier this year, the Tax Court ruled contrary to a 20 year history of guidance from the IRS regarding IRA Rollovers. Under IRS guidance in effect until this recent Decision, a taxpayer could make one … Continue reading

Reporting Foreign Financial Accounts

Reporting Foreign Financial Accounts U. S. persons, including U. S. citizens, resident aliens, trusts, estates and domestic entities that have an interest of at least $10,000 at any time during the calendar year in foreign financial accounts, are required to … Continue reading

Congratulations to Tom Broderick

We are excited to announce that Tom Broderick, our managing partner, has been nominated to the board of directors of the 400,000-member AICPA. His nomination will be formally submitted to the AICPA Council for approval in October and his three-year … Continue reading

About BPW&C

BPW&C, a certified public accounting and consulting firm located in Albuquerque, New Mexico, helps businesses and individuals reach their financial goals. The firm was formed in August, 2011 by the merger of Phillippi Wright & Company, LLC and Broderick & … Continue reading

New Sec of State Filing Requirements

The New Mexico Secretary of State has issued new filing requirements for; For Profit Corporations and Not-For Profit Corporations, Domestic Profit Corporate Biennial Reports, and Domestic Nonprofit Corporate Annual Reports. Click here for the information, new-sos-filing-requirements. If you have any … Continue reading

Eric M. Herrera, CPA, CGMA

eherrera@bpwccpa.com EXPERIENCE Eric Herrera, a Principal at BPW&C, grew up in Albuquerque. He has a broad background in both private industry and public accounting. His 18 years of experience covers real estate and construction taxation, mergers and acquisitions, tax planning … Continue reading

Jason M. Belitz, CPA

JBelitz@bpwccpa.com Jason received his Bachelors degree from the University of New Mexico and completed his post-graduate accounting studies at Central New Mexico Community College. Prior to joining the firm, Jason worked at various local accounting firms. He is a member … Continue reading