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…

Year-End Tax Planning for Individuals

The Tax Cuts and Jobs Act introduced over 130 new provisions affecting both individuals and businesses ...
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Eileen Sheridan & Jacob Sheffield Named Who’s Who in Professional Services

Congratulations to Managing Partner Eileen Sheridan and Partner Jacob Sheffield on being named two of the ...
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Cost Segregation Now More Important in New Tax Reform Landscape

With changes to bonus depreciation in the Tax Cuts and Jobs Act (the Act), cost segregation ...
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Team Member Spotlight

Congratulations to our team members on their recent accomplishments! Andreas Nitsche was inducted into this year's ...
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How to Avoid Common Errors on Nonprofit Financial Statements

‘Tis the season for nonprofit financial audits. During audit season, it is common to see organizations ...
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Best Accounting Firm to Work For

Happy and grateful to share our fourth win with you! BPW has been named to Accounting Today's list ...
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The Impact of Tax Reform on Alimony

The Tax Cuts and Jobs Act has turned the tax code upside down on alimony, especially ...
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Teach Them Young – How to Leverage Summer Job Salaries

If you want to teach your child the value of a dollar this summer, take a ...
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Danna McGrew Featured in Leading From Within “Stories From Our Network”

We are proud to spotlight BPW Partner Danna McGrew, who was recently featured in Leading From ...
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Court Overturns Physical Presence Standard in Sales Tax Decision

With the surge of online shopping dominating the retail space, a recent U.S. Supreme Court 5-4 ...
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Passing the Torch

As Managing Partner Scott Hadley retires and rides off into the sunset, we celebrated his 21 ...
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Blended Federal Income Tax Rate for Corporations with Fiscal Year

In a recent release by the Internal Revenue Service, corporations operating on a fiscal year that ...
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