IRS Extends Time to Make Portability Election
Portability is often an effective, go-to estate planning strategy that could make a considerable difference for…
May 7 Deadline for Big Businesses
The Treasury Department is granting safe harbor to large and public companies that voluntarily return stimulus…
Is a Donor-Advised Fund Right for You?
Donor-advised funds (DAFs) have grown in popularity over the past decade. According to the National Philanthropic Trust…
Uncertain Future for CA Estate Tax
California is currently among 30 states that do not impose a state estate tax. State legislature,…
Generating Interest with Intrafamily Loans
Lending money to family members may be personal, but it pays to treat loans like business.…
INSIDE Public Accounting Ranks BPW Among Top 300 Firms in US
SANTA BARBARA, CA – INSIDE Public Accounting (IPA) recently ranked Bartlett, Pringle & Wolf, LLP No. 300 ...
Read this insight 
IRS Releases Final Regulations on RMDs and the 10-Year Rule
Download our Whitepaper Click below to view our in-depth whitepaper. Contact Us We are always interested ...
Read this insight 
BPW Named a 2024 Top Regional Leader of the West by Accounting Today
SANTA BARBARA, CA – Bartlett, Pringle & Wolf, LLP (BPW) is proud to announce that the ...
Read this insight 
Key Tax Considerations for Real Estate Investors in 2024
Amid the backdrop of market realignment, higher interest rates, and shifting workplace habits, investors remain cautiously ...
Read this insight 
Bartlett, Pringle & Wolf, LLP Announces Newest Partner Gisela A. Rodriguez, CPA
SANTA BARBARA, CA – Bartlett, Pringle & Wolf, LLP is pleased to welcome its newest named ...
Read this insight 
Welcome to Tax Season 2024
As we turn the corner on another year, it's time to shift gears into Tax Season ...
Read this insight 
Corporate Transparency Act: What Small Businesses and Trusts Need to Know About New Reporting Requirements
Effective January 1, 2024, millions of privately-owned non-exempt corporations, limited liability companies and limited partnerships will ...
Read this insight 
2023 Year-End Tax Planning for Businesses
As businesses work to rebound after a challenging few years, strategic year-end tax planning has never ...
Read this insight 
2023 Year-End Tax Planning for Individuals
As the 2023 tax season winds down, it’s time to take a closer look at year-end ...
Read this insight 
Solomon and Sheffield Recognized as Top Professional Service Leaders in Tri-Counties
Bartlett, Pringle & Wolf, LLP is pleased to announce that Tracey A. Solomon, CPA and Jacob ...
Read this insight 
Danna McGrew Named one of the 2023 Top 50 Women in Business by PCBT
Bartlett, Pringle, & Wolf, LLP (BPW) congratulates Partner Danna McGrew, CPA on being recognized by the ...
Read this insight 
Charting Her Course Podcast Featuring Bridget Foreman, CPA
 New Episode: Partner Bridget Foreman, CPA joins Veronica Kusmuk on a new episode of Charting ...
Read this insight