Insights by Author: BPW

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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Advantages of a Cost Segregation Study

March 14, 2022

Whether putting up a new building or renovating an existing one, companies are discovering that they…

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Pass-Through Entity Updates Webinar

March 9, 2022

Learn about the pass-through entity updates in this recorded webinar.

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Tax Alert Webinar: Find Out What the New IRS Guidance and CA Tax Law Changes Mean for Your Business

February 24, 2022

Thursday, March 3 1:00pmLive Webinar Are you curious about…how California’s recently passed SALT workaround provisions expanded…

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How are Trusts Taxed?

February 8, 2022

A trust can be a powerful estate-planning tool, but contrary to popular belief, trusts do not…

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Eileen Sheridan Named a 2024 Managing Partner Elite by Accounting Today

SANTA BARBARA, CA – Accounting Today magazine recently named Eileen Sheridan, CPA a 2024 MP Elite, ...
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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 ...
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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 ...
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California Suspends NOLs and Caps Credit Usage for Three Years

Executive Summary California makes several important tax changes as it looks to increase revenue. In late ...
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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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