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…

The IC-DISC: How Your Foreign Sales Can Save You Tax

If your business exports goods that are made or grown in the United States or performs ...
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Regulations Released for Estate and Trust Deductions

The IRS has issued final regulations as to which costs incurred by non-grantor trusts and estates ...
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Converged Standard on Revenue Recognition Released by FASB and IASB

After many years of collaboration, the Financial Accounting Standards Board (FASB) and the International Accounting Standards ...
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A Major Change in the Rules of IRA Rollovers

With a recent ruling by the United States Tax Court (the Court), there is now a ...
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The Magic of AP Automation

Somewhere in an office not so far from here, there is a company that gets all their ...
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Form 990: How a Nonprofit Can Survive an IRS Audit

"Death, taxes and childbirth! There's never any convenient time for any of them." (Margaret Mitchell, Gone ...
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California Competes Credit Offers an Incentive to Keep Businesses in the State

Are you looking to start a business in California or considering whether or not to keep your ...
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Abel Barragan Recognized as CalCPA YEP of the Year

Congratulations to Abel Barragan on being named...twice! Abel was named Young and Emerging Professional by the ...
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Electric Cars: Good for Your Tax Return!

In the beginning, the only purpose of the United States income tax was to raise revenue ...
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Santa Barbara Chamber Nominates BPW as Large Business of the Year

BPW is honored to have been nominated as Large Business of the Year by the Santa ...
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BPW Introduces New Online Bill Pay Service

Please welcome our new online bill pay service—gotoBilling! In our continued efforts to enhance our clients' experience, Bartlett, ...
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New Year…New Company? The Differences Between LLCs, C Corps and S Corps

As we continue making plans for the New Year, you may be looking at your business with a fresh eye and ...
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