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…

Key Provisions of the JOBS Act

On April 5, President Obama signed into law the Jumpstart Our Business Startups Act (JOBS Act), ...
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Planning a Successful CRM Project

"Plan the work and work the plan." That's what my grandfather always used to tell me. ...
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Bridget Foreman Named Among Top 50 Women in Business

Santa Barbara, CA – Partner Bridget Foreman was named one of the 2012 Top Women in Business ...
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Three BPW Team Members Receive CPA License

Santa Barbara, CA – Jason Van Reken, Stacey Foley and Jorge Melgoza of Bartlett, Pringle & ...
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BOE Targeting Local Businesses for Sales and Use Tax Payments

The State Board of Equalization (BOE) is taking a new approach to collect California sales and ...
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Payroll Tax Cut Extended with a Creative Solution

On February 22, 2012, President Obama signed into law a bill extending payroll tax cuts and ...
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Make Your Medical Practice More Healthy

"If you can't measure it, you can't manage it." This well-known quotation can be applied to ...
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What Every Taxpayer Should Know About Identity Theft

We are hearing more and more about cases of identity theft. In the 2011 Identity Fraud ...
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BPW is More Than Just an Accounting Firm

On Tuesday, January 17, 2013 we held our annual Tax Season Kick Off Breakfast to ring ...
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Eileen Sheridan Named to Board of Directors for Music Academy of the West

Santa Barbara, CA – BPW Partner, Eileen Sheridan, was recently elected to the Board of Directors ...
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BPW Takes the Day to Volunteer at Local Nonprofit

Santa Barbara, CA – Bartlett, Pringle & Wolf, LLP (BPW) held its 3rd Annual "BPW Day ...
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Compliance Complexities

Although we have not seen major changes from 2010 on how your 2011 personal income taxes ...
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