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...

10 Ways to Improve Your Cash Flow

Cash flow is king. It is the lifeblood of any business. Often referred to as “working ...
Read this insight

Tips for a Quicker End to Your Mortgage

If you're serious about paying off your mortgage quickly, realize that every dollar you add to ...
Read this insight

Can I Claim a Home Office Deduction During COVID?

Many of us have rearranged, redecorated, or reimagined our homes to convert them into office spaces ...
Read this insight

Annuities: Know the Pros and Cons

Some love annuities, some hate them, but there's no denying that many find them useful, and ...
Read this insight

Is It Time to Move Off of QuickBooks?

QuickBooks is an excellent and cost-effective solution for small businesses, maybe even midsize businesses. But your ...
Read this insight

When is My Capital Gains Rate 0%?

With a tax planning opportunity for just about everything, seeking to pay 0% on capital gains ...
Read this insight

Tax Considerations for Today’s Mergers & Acquisitions

In the midst of continued uncertainty oscillating in the global market, opportunities emerge in times of ...
Read this insight

SBA Stimulus Funding May Prompt Single Audit

In a rapid emergency response to the global pandemic, the federal government rolled out the Coronavirus ...
Read this insight

FASB Grants Delay for Revenue Recognition and Leases Standard

In a recent and welcomed move, the Financial Accounting Standards Board (FASB) approved a one-year deferment ...
Read this insight

Congress Loosens PPP Loan Restrictions

Congress recently passed legislation to loosen some of the restrictions that came with the popular Payroll ...
Read this insight

Stimulus Payments Being Sent as Visa Debit Cards

The Internal Revenue Service has been distributing Economic Impact Payments to taxpayers across the nation since ...
Read this insight

Do You Need a Will and a Trust?

Everyone wants to protect their families, even after they pass from this world. That’s the purpose ...
Read this insight