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…

Team Member Spotlight

Congratulations to our team members on their recent promotions! A total of 13 team members took ...
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Uncertain Future for CA Estate Tax

California is currently among 30 states that do not impose a state estate tax. State legislature, ...
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Top 5 Real Estate Accounting Mistakes

Even some of the savviest real estate brokers can get trapped in the most common accounting ...
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CA, You’re Not Alone – Treasury Bans All SALT Deduction Workarounds

The Treasury Department and the IRS recently issued final regulations blocking all states from trying to ...
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Corporations Receive Tax Clarity for Offshore Profits

The IRS released highly-anticipated clarity for multinational corporations on how U.S. tax will be calculated on ...
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President Signs IRS Reform Bill

On July 1, President Trump signed into law the bipartisan IRS reform bill, the Taxpayer First ...
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Not-for-Profits Now Benefit from GAAP Alternatives

The Financial Accounting Standards Board (FASB) recently announced that it will now extend two of its ...
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Retirement Withdrawal Strategies

Are you retired or thinking about it? That probably means you are preparing to transition from ...
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Cloud-Based Versus On-Premise Software

Last month we announced our newest partnership with Acumatica to offer cloud-based ERP software services. But ...
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Lingering Uncertainties Post Tax Season

Now that April 15 has come and gone, have all of our tax reform questions been ...
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Team Member Spotlight

Congratulations to BPW Partner Tracey Solomon and BPW Supervisor Tiffany Ann Goodall on their recent awards ...
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BPW Named Best Place to Work

We are proud to have earned the recognition of Central Coast Best Places to Work by ...
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