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…

Bartlett, Pringle & Wolf, LLP Promotes within the Firm

Santa Barbara, CA – Bartlett, Pringle & Wolf, LLP (BPW), Santa Barbara-based accounting and consulting firm, ...
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Tax-Exempt Filing Deadline Extended

The IRS released news that they will be temporarily extending the January and February filing deadlines ...
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BPW Provides a Day of Play to Local Nonprofits

Bartlett, Pringle & Wolf, LLP (BPW) donated 500 tickets to local children-focused nonprofits to attend the ...
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President Obama Signs Form 1099 Repeal

President Obama signed the Comprehensive 1099 Taxpayer Protection and Repayment of Exchange Subsidy Overpayments Act on ...
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CalCPA Presents Bartlett, Pringle & Wolf with Public Service Award

For services to the community, the California Society of CPAs (CalCPA) has presented its 2011 Public ...
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Recent Developments in Private Company Financial Reporting

Over the last six years the topic of private company financial reporting and the need for ...
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Obtaining the Medical Care You Deserve

What happens when your insurance company rejects the procedures you need? There are options available to ...
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The Power of Integration

Myth: Accounting systems are for the accountants and CRM is for the sales people. Isn't that ...
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2011 Year-End Tax Planning for Businesses

While some businesses may still be sorting through all the legislative changes from 2010, it is ...
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Generating Interest with Intrafamily Loans

Lending money to family members may be personal, but it pays to treat loans like business. ...
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Bartlett, Pringle & Wolf, LLP Named One of the 2010 Best Accounting Firms to Work for

Bartlett, Pringle & Wolf, LLP (BPW) was named as one of the 2010 Best Accounting Firms ...
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