Insights by Author: BPW

Forbes Names Eileen Sheridan 2025 Best in State CPAs

August 13, 2025

Bartlett, Pringle & Wolf, LLP proudly announces that Managing Partner Eileen Sheridan has been named to Forbes’ 2025 Best-in-State CPAs list, recognizing her exceptional expertise, innovation, and dedication to client success. Selected through a rigorous national vetting process, Sheridan’s leadership in estate, trust, and charitable tax planning, combined with her commitment to mentorship and community service, reflects the firm’s mission to deliver excellence and drive long-term financial success for clients across Santa Barbara and the Central Coast.

Read this Insight...

Strategic Tax Planning: How the OBBBA Influences Future Business Decisions

August 6, 2025

The One Big Beautiful Bill Act (OBBBA) of 2025 marks the largest U.S. tax overhaul since 2017, introducing significant changes for individuals and businesses. Discover how this legislation impacts SALT deductions, R&E expenses, bonus depreciation, and international tax rules, and learn how proactive planning can help you navigate the new tax landscape effectively.

Read this Insight...

Bartlett, Pringle & Wolf, LLP Named One of California’s Best Workplaces for 2025 by Best Companies Group

June 24, 2025

Curious how a local accounting firm beat out hundreds of competitors to earn top workplace honors? Read the story behind BPW’s big win.

Read this Insight...

Britton and Schmoller Recognized as Top Professional Service Leaders on Central Coast

October 30, 2024

Bartlett, Pringle & Wolf, LLP is pleased to announce that John Britton, CPA and Rosemary Schmoller,…

Read this Insight...

Eileen Sheridan Named a 2024 Managing Partner Elite by Accounting Today

September 9, 2024

SANTA BARBARA, CA – Accounting Today magazine recently named Eileen Sheridan, CPA a 2024 MP Elite,…

Read this Insight...

INSIDE Public Accounting Ranks BPW Among Top 300 Firms in US

August 15, 2024

SANTA BARBARA, CA â€“ INSIDE Public Accounting (IPA) recently ranked Bartlett, Pringle & Wolf, LLP No. 300…

Read this Insight...

IRS Releases Final Regulations on RMDs and the 10-Year Rule

July 29, 2024

The IRS released final regulations on required minimum distributions and the ten-year rule. This video provides an overview of the new regulations and how they may impact you or your heirs.

Read this Insight...

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...

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 ...
Read this insight

Team Member Spotlight

Congratulations to Ana Cook for completing the Insurance Academy Series with OneDigital! Ana wears many hats ...
Read this insight

How to Leave Your Digital Legacy

As we continue to expand our digital footprint, it is important to incorporate our digital lives ...
Read this insight

Year-End Tax Planning for Individuals

As we closed out the 2018 tax filing season, we saw significant changes over the last ...
Read this insight

Year-End Tax Planning for Businesses

The first year of filing under the new Tax Cuts and Jobs Act (TCJA) is in ...
Read this insight

Crystal Knepler Named One of the 2019 40 Under 40

Congratulations to BPW Tax Manager Crystal Knepler on being named one of the 2019 40 Under ...
Read this insight

Required Reporting on Cooperative Commissions in Real Estate Transactions

If you are a real estate broker or agent, you may not be aware of the ...
Read this insight

Expanded Sec. 152 for Dependents

The Tax Cuts and Jobs Act broadened the Child Tax Credit and introduced some big changes ...
Read this insight

IRS Sends Warning Letter to Cryptocurrency Users About Reporting

Taxpayers who exchange cryptocurrency may receive a letter this month from the IRS regarding reporting issues. ...
Read this insight

Team Member Spotlight

Congratulations to our team members on their recent promotions! A total of 13 team members took ...
Read this insight

Uncertain Future for CA Estate Tax

California is currently among 30 states that do not impose a state estate tax. State legislature, ...
Read this insight

Top 5 Real Estate Accounting Mistakes

Even some of the savviest real estate brokers can get trapped in the most common accounting ...
Read this insight