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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Update on Coronavirus Relief Programs

New Tax Relief & Grants will Support Businesses Impacted by COVID-19 As businesses and taxpayers continue to feel ...
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IRS Introduces the New Form 1099-NEC

The IRS has introduced a new Form 1099-NEC, Nonemployee Compensation. It's a sibling to Form 1099-MISC ...
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When Does a Gift Require a Gift Tax Return, and Gift Tax?

With lifetime gift and estate tax exemptions at an all-time high in 2020, not as many ...
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Future-Forward Manufacturing

Many manufacturers are feeling the impact of the current crisis. But companies that are ready to retool and ...
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By the Numbers: The Key Adjustments for 2021

What will 2021 bring us? After a year of turmoil and surprises, no one has a ...
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Restructuring Debt as a Business Strategy

Many businesses are facing the financial effects of the Covid-19 pandemic. The loss of clients and ...
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Hobby or Business: The IRS Takes a Stand

From a tax perspective, the distinction between hobbies and businesses is important because businesses can deduct ...
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Year-End Tax Planning for Businesses

Many businesses remain steeped in financial, operational, and HR challenges related to the COVID-19 crisis, but ...
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Year-End Tax Planning for Individuals

We recognize the impact this unimaginable year has had on all of us. There have been ...
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Retirement Plan Options for Self-Employed Business Owners

Owning your own business gives you a great deal of freedom to make your own choices. ...
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5 New Updates on Economic Impact Payments

New information continues to unfold as Congress provides clarity on several aspects of the economic impact ...
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How To Use a CPA as an Expert Witness

A CPA may be called upon as an expert witness to render a professional opinion, whether ...
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