Insights by Author: Tracey Solomon

Your Year-End 401(k) Compliance Roadmap: A Strategic Planning Guide

December 30, 2025

As we approach year-end, many plan sponsors find themselves scrambling to meet 401(k) compliance deadlines. But successful retirement plan management isn’t about last-minute fixes—it’s about strategic, year-round planning that ensures your plan stays compliant while serving your employees’ best interests.

At Bartlett, Pringle & Wolf, we’ve guided countless Santa Barbara and Central Coast businesses through the complexities of 401(k) compliance for over seven decades. Here’s your roadmap to year-end success and how to build a sustainable compliance framework.

New Benefit Plan Auditing Standards Effective Date Extended

February 17, 2021

Another pandemic-powered delay is pushing the effective date back for new standards related to audits of…

SBA Stimulus Funding May Prompt Single Audit

June 20, 2020

In a rapid emergency response to the global pandemic, the federal government rolled out the Coronavirus…

Effective Fixed Asset Management

December 20, 2016

Fixed asset management is not something that companies generally have at the top of their priority…

Converged Standard on Revenue Recognition Released by FASB and IASB

June 24, 2014

After many years of collaboration, the Financial Accounting Standards Board (FASB) and the International Accounting Standards…

Proposed Changes to U.S. GAAP Could Reduce Burden on Private Companies

June 7, 2013

The Private Company Council (PCC) was established last year by the Financial Accounting Foundation (FAF) to…

Key Provisions of the JOBS Act

April 23, 2012

On April 5, President Obama signed into law the Jumpstart Our Business Startups Act (JOBS Act),…

Recent Developments in Private Company Financial Reporting

November 28, 2011

Over the last six years the topic of private company financial reporting and the need for…

The SECURE Act: Key Takeaways and Strategies to Consider

Over the past few years, we have seen some of the greatest shifts in tax legislation. ...
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Tax Tips for Law Firms

Whether you're a partner or an associate in a law firm, the IRS has rules that ...
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Tax Deductions from Land Donations Under Scrutiny

The IRS announced that they will be keeping a watchful eye on certain land donation deals ...
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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 ...
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Team Member Spotlight

Congratulations to Ana Cook for completing the Insurance Academy Series with OneDigital! Ana wears many hats ...
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How to Leave Your Digital Legacy

As we continue to expand our digital footprint, it is important to incorporate our digital lives ...
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Year-End Tax Planning for Individuals

As we closed out the 2018 tax filing season, we saw significant changes over the last ...
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Year-End Tax Planning for Businesses

The first year of filing under the new Tax Cuts and Jobs Act (TCJA) is in ...
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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 ...
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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 ...
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Expanded Sec. 152 for Dependents

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