Insights by Author: BPW

BPW Named a 2024 Top Regional Leader of the West by Accounting Today

March 21, 2024

SANTA BARBARA, CA – Bartlett, Pringle & Wolf, LLP (BPW) is proud to announce that the…

Read this Insight...

Bartlett, Pringle & Wolf, LLP Announces Newest Partner Gisela A. Rodriguez, CPA

March 7, 2024

SANTA BARBARA, CA – Bartlett, Pringle & Wolf, LLP is pleased to welcome its newest named…

Read this Insight...

Welcome to Tax Season 2024

January 29, 2024

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

Read this Insight...

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…

Read this Insight...

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…

Read this Insight...

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…

Read this Insight...

Welcome to Tax Season 2023

January 16, 2023

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

Read this Insight...

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…

Read this Insight...

Crystal A. Knepler Named Partner

September 1, 2022

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

Read this Insight...

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…

Read this Insight...

Employees in Other States? Here are the Top Tax Implications to Consider

Return-to-office plans remain in a state of limbo as some employers find that a remote work ...
Read this insight

How are Trusts Taxed?

three generation happy asian family walking outdoors in park A trust can be a powerful estate-planning ...
Read this insight

Tax Breaks for the Elderly

Getting older has its perks, including tax breaks. Your income threshold for filing a tax return ...
Read this insight

Congress Open to Considering a Pause on Automated Tax Notices

National Taxpayer advocate, Erin Collins, mentioned at a recent virtual seminar last Thursday that Congress may ...
Read this insight

IRS Announces 2022 Limits for Retirement Plans

The IRS has announced the new retirement plan numbers for 2022.Retirement limits for 401(k) and similar ...
Read this insight

What Papers do You Need to Save?

Sometimes it feels good to get rid of clutter, especially this time of year when the ...
Read this insight

Tax Policy Update: How the Build Back Better Act Affects Individuals

RECORDED WEBCAST  |  December 16, 2021 Download webcast slides The Senate Finance Committee’s release this past ...
Read this insight

DOL Reveals Key Change for Tipped Workers

Employees in occupations where gratuities are common, such as restaurant waitstaff, have long fallen into a ...
Read this insight

IRS Clarifies Temporary Deductibility of Per Diem Meal Expenses

The IRS has issued Notice 2021-63, clarifying previous guidance issued under Notice 2021-25 pertaining to the ...
Read this insight

Section 174 Research Deduction Changes for 2022

Have you been deducting your R&D expenses as they occur? Starting in the new year, that ...
Read this insight

Year-End Tax Planning for Individuals

As we near the end of another turbulent year, it’s time to discuss the steps you ...
Read this insight

Year-End Tax Planning for Businesses

2021 brought a wave of new tax changes for businesses, and 2022 could bring yet another ...
Read this insight