Insights & News

IRS Releases Final Regulations on RMDs and the 10-Year Rule

By BPW | July 29, 2024

The IRS released final regulations on required minimum distributions and the ten-year rule. This video provides an overview of the new regulations and how they may impact you or your heirs.

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California Suspends NOLs and Caps Credit Usage for Three Years

By RSM US LLP | July 2, 2024

California’s FY25 budget includes billions from limiting net operating losses and tax credits, as well as the reversal of the Microsoft decision.

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BPW Named a 2024 Top Regional Leader of the West by Accounting Today

By BPW | March 21, 2024

SANTA BARBARA, CA – Bartlett, Pringle & Wolf, LLP (BPW) is proud to announce that the…

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Key Tax Considerations for Real Estate Investors in 2024

By Crystal Knepler, CPA | March 11, 2024

Amid the backdrop of market realignment, higher interest rates, and shifting workplace habits, investors remain cautiously…

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Bartlett, Pringle & Wolf, LLP Announces Newest Partner Gisela A. Rodriguez, CPA

By BPW | March 7, 2024

SANTA BARBARA, CA – Bartlett, Pringle & Wolf, LLP is pleased to welcome its newest named…

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Welcome to Tax Season 2024

By BPW | January 29, 2024

As we turn the corner on another year, it’s time to shift gears into Tax Season…

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Corporate Transparency Act: What Small Businesses and Trusts Need to Know About New Reporting Requirements

By Jacob Sheffield, CPA, MST | January 19, 2024

Effective January 1, 2024, millions of privately-owned non-exempt corporations, limited liability companies and limited partnerships will…

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2023 Year-End Tax Planning for Businesses

By Bridget Foreman, CPA | November 13, 2023

As businesses work to rebound after a challenging few years, strategic year-end tax planning has never…

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2023 Year-End Tax Planning for Individuals

By Crystal Knepler, CPA | November 10, 2023

As the 2023 tax season winds down, it’s time to take a closer look at year-end…

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IRS releases 2024 retirement plan limitations

By RSM US LLP | November 3, 2023

Cost-of-living adjustments to retirement plan limits for 2024 have been issued by the IRS in Notice 2023-75.

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Solomon and Sheffield Recognized as Top Professional Service Leaders in Tri-Counties

By BPW | November 2, 2023

Bartlett, Pringle & Wolf, LLP is pleased to announce that Tracey A. Solomon, CPA and Jacob…

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Revenue recognition for franchisors

By RSM US LLP | September 15, 2023

In May 2014, the FASB issued new revenue recognition guidance that replaces most pre-existing revenue recognition guidance, including industry-specific guidance, in U.S. GAAP.

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