Insights by Author: BPW

Tips for a Quicker End to Your Mortgage

August 20, 2020

If you’re serious about paying off your mortgage quickly, realize that every dollar you add to…

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Annuities: Know the Pros and Cons

July 29, 2020

Some love annuities, some hate them, but there’s no denying that many find them useful, and…

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Congress Loosens PPP Loan Restrictions

June 9, 2020

Congress recently passed legislation to loosen some of the restrictions that came with the popular Payroll…

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Do You Need a Will and a Trust?

May 22, 2020

Everyone wants to protect their families, even after they pass from this world. That’s the purpose…

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Team Member Spotlight

December 23, 2019

Congratulations to Ana Cook for completing the Insurance Academy Series with OneDigital! Ana wears many hats…

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Crystal Knepler Named One of the 2019 40 Under 40

October 9, 2019

Congratulations to BPW Tax Manager Crystal Knepler on being named one of the 2019 40 Under…

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Team Member Spotlight

August 23, 2019

Congratulations to our team members on their recent promotions! A total of 13 team members took…

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Team Member Spotlight

May 10, 2019

Congratulations to BPW Partner Tracey Solomon and BPW Supervisor Tiffany Ann Goodall on their recent awards…

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BPW Named Best Place to Work

May 3, 2019

We are proud to have earned the recognition of Central Coast Best Places to Work by…

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Team Member Spotlight

March 16, 2019

Congratulations to Joanie Hardy and Linda Laramee on their recent promotions to the management team! Joanie…

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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 ...
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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 ...
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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 ...
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Welcome to Tax Season 2024

As we turn the corner on another year, it's time to shift gears into Tax Season ...
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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 ...
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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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