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…

2014 Year-End Tax Planning for Businesses

It is that time of year to start thinking about your year-end tax planning. Let's dive into a ...
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2014 Year-End Tax Planning for Individuals

It's hard to believe that we are getting towards the end of another year, but with ...
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Bonnie Zappacosta Receives 40 Under 40 Award

Congratulations to BPW's Marketing Manager, Bonnie Zappacosta, who was recently named one of the 2014 40 ...
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The Tax Reform Act of 2014’s Effect on Nonprofits

In early 2014, Dave Camp, U.S. Congressman and Chairman of the Ways and Means Committee, unveiled ...
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Phone Scams Continue

It is important to us at BPW to keep our clients and community apprised of not only important industry ...
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CA Partial Sales and Use Tax Exemption

As a way to encourage economic growth in California, a new tax law recently went into ...
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Targeted Partnership Allocations on the Rise

When working with partnership formation agreements for traditional partnerships and Limited Liability Companies, it has become ...
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