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…

Nina Pisani Named One of the 40 Under 40

Congratulations to Nina Pisani for being named one of the 2016 40 Under 40 by the Pacific ...
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Double Deduction for Unmarried Homeowners

The IRS has recently complied with the Ninth Circuit’s 2015 decision to allow two unmarried co-owners ...
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IRS Lowers Fees for Tax-Exempt Charity Application

Now there’s a headline you don’t see too often: “IRS Lowers Fees…” It’s true. Effective July ...
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Team Member Spotlight

Congratulations to our team members on their recent promotions! Ten team members have been promoted to ...
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BPW Named Best Accounting Firm to Work For

We are excited to announce that Bartlett, Pringle & Wolf, LLP was recently named one of the ...
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Top 10 New Trends in Document Management Systems

Attention Accounts Payable Managers and CFOs: Keep these new document management trends on your radar. These ...
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New Overtime Rule May Impact Your Business

In 2014, President Obama instructed the Secretary of Labor to update the overtime regulations under the ...
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Safe Harbor Benefits Restaurant and Retail Industry

There has been a lot of discussion surrounding Tangible Property Regulations—from implementing the new regulations to ...
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Danna McGrew Named to the Board of Directors for the Scholarship Foundation of Santa Barbara

BPW Partner, Danna McGrew, was recently named to the Scholarship Foundation of Santa Barbara’s Board of ...
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Bridget Foreman Named One of the Top 50 Women in Business

Congratulations to BPW Partner, Bridget Foreman, who was named one of the Top 50 Women in ...
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Reporting Requirements When Hiring Independent Contractors

Does your business hire independent contractors? If so, are you filing all that you need to ...
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California Franchise Tax Board Launches New Version of MyFTB

This January the California Franchise Tax Board (FTB) launched a new and improved version of MyFTB. ...
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