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.

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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.

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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.

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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,…

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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,…

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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…

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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.

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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…

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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…

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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…

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Three Strategies That Add Flexibility to Your Estate Plan

In recent years, estate planning has been complicated by uncertainty over the future of the federal ...
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Understanding and Utilizing Financial Statements of Nonprofit Organizations

Financial statements provide a wealth of financial information about a nonprofit organization's most recent month, quarter ...
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Tax Court Denial of Charitable Deductions

The Tax Court recently ruled that a married couple's significant amount of charitable contributions were not ...
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New Tax on Investment Income to Support Medicare

The recent Supreme Court ruling on the healthcare law upheld the Patient Protection and Affordable Care ...
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IRS Audits Foreseeable for Ultra-Wealthy

The Internal Revenue Service (IRS) has ramped up its efforts in recent years by expanding its ...
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Regulatory Changes to Pension Plans – Upcoming Deadlines

In an effort to clarify the general ambiguity that looms over pension plans and fees paid ...
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A Trust That Keeps on Giving

With a properly executed estate plan, your wealth can be enjoyed by your children and even ...
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Business Vehicle Depreciation Limits Released for 2012

The IRS recently released the updated version of allowable depreciation limits for business passenger vehicles and ...
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Social Security Statements Available Online

As of May 1, the Social Security Administration now provides workers, ages 18 and over, with ...
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Key Provisions of the JOBS Act

On April 5, President Obama signed into law the Jumpstart Our Business Startups Act (JOBS Act), ...
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Planning a Successful CRM Project

"Plan the work and work the plan." That's what my grandfather always used to tell me. ...
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Bridget Foreman Named Among Top 50 Women in Business

Santa Barbara, CA – Partner Bridget Foreman was named one of the 2012 Top Women in Business ...
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