5 New Updates on Economic Impact Payments
New information continues to unfold as Congress provides clarity on several aspects of the economic impact…
The CARES Act: Big Changes to Retirement Plans
Let’s talk retirement planning. How should retirement accounts be handled after the big changes seen in…
The SECURE Act: Key Takeaways and Strategies to Consider
Over the past few years, we have seen some of the greatest shifts in tax legislation.…
IRS Establishes No Clawback Rule on Gifts and Estates
‘Tis the season for giving! In a recent announcement, the IRS presented the highly-anticipated final regulations…
How to Leave Your Digital Legacy
As we continue to expand our digital footprint, it is important to incorporate our digital lives…
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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