Insights by Author: BPW

Solomon and Sheffield Recognized as Top Professional Service Leaders in Tri-Counties

November 2, 2023

Bartlett, Pringle & Wolf, LLP is pleased to announce that Tracey A. Solomon, CPA and Jacob…

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Danna McGrew Named one of the 2023 Top 50 Women in Business by PCBT

March 24, 2023

Bartlett, Pringle, & Wolf, LLP (BPW) congratulates Partner Danna McGrew, CPA on being recognized by the…

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Charting Her Course Podcast Featuring Bridget Foreman, CPA

February 23, 2023

 New Episode: Partner Bridget Foreman, CPA joins Veronica Kusmuk on a new episode of Charting…

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Welcome to Tax Season 2023

January 16, 2023

Tax Season 2023 officially begins on Monday, January 23, 2023 when the IRS will begin accepting…

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Accounting Today Names BPW a ‘2022 Best Midsized Firm to Work For’ 10 Years Running

September 15, 2022

SANTA BARBARA, CA – September 15, 2022 – Bartlett, Pringle, & Wolf, LLP (BPW) was recently…

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Crystal A. Knepler Named Partner

September 1, 2022

SANTA BARBARA, CA – September 1, 2022 – Bartlett, Pringle & Wolf, LLP (BPW), a leading…

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A Fresh Look at Retirement Withdrawal Rules

April 7, 2022

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

April 5, 2022

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?

March 31, 2022

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?

March 23, 2022

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

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2023 Year-End Tax Planning for Businesses

As businesses work to rebound after a challenging few years, strategic year-end tax planning has never ...
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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 ...
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IRS Releases 2024 Retirement Plan Limitations

The IRS issued Notice 2023-75, which made modifications to the annual limits for retirement plans. These ...
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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 ...
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Revenue Recognition for Franchisors

In 2014, the Financial Accounting Standards Board (FASB) issued Accounting Standards Update (ASU) 2014-09, Revenue from ...
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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 ...
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What does SECURE 2.0 mean for small employers?

The SECURE 2.0 Act of 2022 (SECURE 2.0 or the Act), enacted on Dec. 29, 2022, ...
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Charting Her Course Podcast Featuring Bridget Foreman, CPA

 New Episode: Partner Bridget Foreman, CPA joins Veronica Kusmuk on a new episode of Charting ...
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Key Tax Considerations for Real Estate Investors in 2023

Real estate investors should weigh important issues and changes in real estate taxation to strategically position ...
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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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10 smart moves for real estate investors and operators at year’s end

In the past year, commercial real estate has seen a dramatic rise in interest rates and ...
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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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