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…

How Nonprofits Can Fight Fraud

Given the recent economic downturn, is it any wonder that fraud is a hot topic in ...
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IRS Allows $500 Carryover for Unused Healthcare FSAs

The IRS just announced a new exception to the longstanding "use or lose" rule for healthcare ...
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BPW Helps Spread Holiday Cheer at Junior League’s Festival of Trees

Santa Barbara, CA – BPW sponsored a Christmas tree at the first annual Festival of Trees to support ...
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Deducting Charity-Related Expenses

Most people are aware of deducting charitable contributions, but did you know that you may also ...
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The Buzz on Benefit Corporations & B Corps

Ben & Jerry's, Etsy, Seventh Generation and our very own local icon, Patagonia, are a few ...
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Record Retention Guidelines and Policy Development

Although the topic of recordkeeping, including retention and destruction of records, may appear to be straightforward, ...
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IRS Debuts Final Repair Regs

To expense or capitalize? That is the question companies face when they acquire, produce or improve ...
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Ellyn Cole Named One of the 40 Under 40

Congratulations to Ellyn Cole, who was recently named one of the 40 Under 40 by the Pacific ...
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IRS Changes How Tips & Service Charges are Handled

As you may recall from a previous article, the new IRS rule on classifying tips and ...
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John Britton Honored by Rotary Club of Santa Barbara North

Santa Barbara, CA – BPW Partner, John Britton, was recently honored with the Vocational Service Award ...
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2013 Year-End Tax Planning for Businesses

I hope that you had the opportunity to read Elizabeth's blog article, where she discussed tax ...
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2013 Year-End Tax Planning for Individuals

As we near the end of 2013, now is an excellent time of year to review ...
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