Insights by Author: Bridget Foreman, CPA

2023 Year-End Tax Planning for Businesses

November 13, 2023

As businesses work to rebound after a challenging few years, strategic year-end tax planning has never…

Key Tax Considerations for Real Estate Investors in 2023

February 8, 2023

Real estate investors should weigh important issues and changes in real estate taxation to strategically position…

Year-End Tax Planning for Individuals

November 15, 2021

As we near the end of another turbulent year, it’s time to discuss the steps you…

Proposed Tax Increases on the Horizon

May 14, 2021

President Biden presented the American Families Plan in an April 28, 2021 address to Congress, which…

COVID-19 Resource Guide: Everything You Need in One Place

March 22, 2021

Office Updates While BPW is categorized as an essential business due to the importance of tax…

BPW Moves Forward with April 15 Deadline

March 19, 2021

The IRS and California Franchise Tax Board recently announced that the income tax filing deadline for…

New Stimulus Package: What You Need to Know

March 14, 2021

The third stimulus package valued at $1.9 trillion made its debut last week after President Biden…

Update on Coronavirus Relief Programs

January 8, 2021

New Tax Relief & Grants will Support Businesses Impacted by COVID-19 As businesses and taxpayers continue to feel…

Year-End Tax Planning for Individuals

October 27, 2020

We recognize the impact this unimaginable year has had on all of us. There have been…

Income Tax Relief in Response to COVID-19 Outbreak

March 20, 2020

On March 20, 2020, the IRS extended the federal tax filing deadline to July 15, 2020,…

Welcome to Tax Season 2023

Tax Season 2023 officially begins on Monday, January 23, 2023 when the IRS will begin accepting ...
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2022 Year-End Tax Planning for Individuals

While 2022 started out with some uncertainty about potential tax law changes, very few of the ...
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2022 Year-End Tax Planning for Businesses

It’s the time of year when we’re immersing ourselves in fall sports, thinking about the holiday ...
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Accounting Today Names BPW a ‘2022 Best Midsized Firm to Work For’ 10 Years Running

SANTA BARBARA, CA – September 15, 2022 – Bartlett, Pringle, & Wolf, LLP (BPW) was recently ...
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The Inflation Reduction Act and What It Means for You

The Inflation Reduction Act (the Act) was recently signed into law on Aug. 16 and contains ...
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Crystal A. Knepler Named Partner

SANTA BARBARA, CA – September 1, 2022 – Bartlett, Pringle & Wolf, LLP (BPW), a leading ...
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IRS Extends Time to Make Portability Election

Portability is often an effective, go-to estate planning strategy that could make a considerable difference for ...
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Gifts-in-Kind: New Reporting Requirements for Nonprofits

Nonprofits that receive contributions of nonfinancial assets are subject to new financial reporting rules. Because of ...
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A Fresh Look at Retirement Withdrawal Rules

Strict rules govern the timing of retirement account withdrawals. These rules may change in the near ...
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BPW Named Among Accounting Today’s 2022 Top Regional Leaders

Bartlett, Pringle & Wolf, LLP (BPW) is excited to share that the firm was recently named ...
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Is Now the Right Time to Invest in Cryptocurrency?

Cryptocurrency has been in the news a lot lately as it continues to gain traction as ...
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The Spousal Lifetime Access Trust: A Near-Perfect Tool?

The Spousal Lifetime Access Trust is not one of the better-known trusts but has become a ...
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