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 – 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...

Proposed Tax Increases on the Horizon

President Biden presented the American Families Plan in an April 28, 2021 address to Congress, which ...
Read this insight

DOL Withdraws Independent Contractor Rule

The Department of Labor recently withdrew the “Independent Contractor Status Under the Fair Labor Standards Act” ...
Read this insight

IRS Relaxes FSA and DCAP Rules

The IRS is providing some leeway to employee benefit plans offering health flexible spending accounts (FSAs) ...
Read this insight

How Nonprofits Should Handle Tax Form 990

Form 990, Return of Organization Exempt From Income Tax, is the IRS’ method of evaluation to ...
Read this insight

Hidden Tax Break: Meal Deductions Get a Boost

The Consolidated Appropriations Act, 2021 contained a provision designed to give a boost to the restaurant ...
Read this insight

COVID-19 Resource Guide: Everything You Need in One Place

Office Updates While BPW is categorized as an essential business due to the importance of tax ...
Read this insight

BPW Moves Forward with April 15 Deadline

The IRS and California Franchise Tax Board recently announced that the income tax filing deadline for ...
Read this insight

New Stimulus Package: What You Need to Know

The third stimulus package valued at $1.9 trillion made its debut last week after President Biden ...
Read this insight

Erroneous Notices from the IRS and States

Many clients have received CP59 Notices notifying them about missing Forms 1040 for the tax year 2019. In ...
Read this insight

New Benefit Plan Auditing Standards Effective Date Extended

Another pandemic-powered delay is pushing the effective date back for new standards related to audits of ...
Read this insight

To Port or Not to Port: Is Filing for Portability Right for You?

The option of portability when planning your estate could make a substantial difference come tax time, ...
Read this insight

Top 10 Ways Accounting Services Can Grow Your Business

Any successful business will tell you that having excellent accounting is the secret ingredient to growing ...
Read this insight