Strict rules govern the timing of retirement account withdrawals. These rules may change in the near future with a new bill moving through Congress, but meanwhile, here’s what you need to know. With a series of recent changes, and some possible future modifications, it can be difficult to keep pace with the withdrawal rules on… Read more

Bartlett, Pringle & Wolf, LLP (BPW) is excited to share that the firm was recently named one of the “Top Regional Leaders” by Accounting Today for the seventh year in a row! Each year, Accounting Today releases rankings of top performing accounting firms across the United States and categorizes them within 10 regions. BPW is… Read more

Cryptocurrency has been in the news a lot lately as it continues to gain traction as an alternative currency. Many are considering whether this is the time to invest in cryptocurrency. After all, the IRS has taken notice and has instituted measures to ensure income from cryptocurrency is accurately reported. Recently, Ernst & Young’s “2022… Read more

The Spousal Lifetime Access Trust is not one of the better-known trusts but has become a popular estate planning strategy for families. A spousal lifetime access trust (SLAT) is an irrevocable trust that authorizes the trustee to make distributions to a spouse if a need arises. It can be designed to benefit one’s children, grandchildren,… Read more