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Stefania L. Bartlett

Associate, CliftonLarsonAllen, LLP

Stefania L. Bartlett is a Tax Director at CliftonLarsonAllen, LLP in Shelton, CT.

Stefania’s Recent activity

Payday Mayday–Compensation Rules for Private Foundations and Public Charities

Sep 18, 2023

Avoiding excise taxes before it’s too late.

Taxpayers Denied $5.2M Charitable Deduction

Jul 26, 2023

They didn’t meet documentation requirements, and their appraisals contained valuation misstatements.

Innocent Mistakes Can Lead to Heavy Tax Losses

Jul 20, 2022

A couple's charitable deduction was derailed due to assignment of income and minor paperwork errors.

Splitting Up is Hard to Do

Jan 25, 2022

Options for terminating a private foundation when it’s run its course.

Philanthropic Tax Planning for Family Members and Charities

Nov 02, 2020

Strategies for fat and skinny cat clients.

Charitable Tax Planning in an Uncertain Coronavirus and Tax World

Sep 24, 2020

Walking-around knowledge on the basics and the new stuff.

Timing Is Everything When It Comes to Self-Dealing Rules

Jun 03, 2020

Private letter ruling should provide comfort to fiduciaries interacting with private foundations.

How to Handle Gifts From 'Tainted' Donors

Oct 08, 2019

Charities may need to 'return to sender.'

Creating and Operating Charitable Entities

Sep 20, 2019

Help clients choose their philanthropic paths through a private foundation or donor-advised fund.

Charitable Deductions for Gifts by Individuals, Partnerships and Corporations

Sep 21, 2018

A primer on a plethora of philanthropic provisions.

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