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…

Moving Forward with SSARS 21

December 15, 2015 marked an important date in accounting and review standards history. One of the ...
Read this insight

Scott Hadley Named Who’s Who in Business Leadership

 The Pacific Coast Business Times named BPW Managing Partner, Scott Hadley, as one of the 2016 ...
Read this insight

New Year Brings New Partners & Promotions

With the New Year brings exciting news at BPW. Not only did three team members receive ...
Read this insight

The Risks of Debt-Forgiveness Programs

With the ever-rising cost of education, students are forced to take on more and more debt. ...
Read this insight

IRS Announces Various Tax Benefit Increases for 2016

For tax year 2016, the IRS recently announced many annual inflation adjustments. IRS Revenue Procedure 2015-53 ...
Read this insight

2015 Tax Extenders Passed

On December 18, the Senate passed — and the President signed into law — the Protecting ...
Read this insight

IRS Increases Tangible Property Expensing Threshold for Small Businesses

Good news for small businesses: On November 24, 2015, the IRS announced an increase in the ...
Read this insight

Tax Benefits of Vacation Rentals

In light of recent news on the regulation of vacation rentals, it is important to know ...
Read this insight

Danna McGrew and Jacob Sheffield Named Who’s Who in Professional Services

The Pacific Coast Business Times just named BPW Partner, Danna McGrew, and Senior Manager, Jacob Sheffield, ...
Read this insight

How doc-link Document Management Saves You Time and Money in the Audit Process

October is here and that means lots of trick and/or treats, year-end audits, bowls full of ...
Read this insight

Homeowner Tax Deductions – A Housewarming Gift from Your Accountant

Purchasing a new home can be an exciting time, especially if it is your first. It ...
Read this insight

2015 Year-End Tax Planning for Businesses

With the end of 2015 in sight, businesses have already started to gear up for next ...
Read this insight