Insights & News

Crystal A. Knepler Named Partner

By BPW | September 1, 2022

SANTA BARBARA, CA – September 1, 2022 – Bartlett, Pringle & Wolf, LLP (BPW), a leading…

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IRS Grants Failure to File Penalty Relief for 2019 and 2020 Returns

By RSM US LLP | August 30, 2022

Executive Summary The IRS released Notice 2022-36 providing relief for certain taxpayers from certain failure to…

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IRS Extends Time to Make Portability Election

By Eileen Sheridan | July 29, 2022

Portability is often an effective, go-to estate planning strategy that could make a considerable difference for…

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Gifts-in-Kind: New Reporting Requirements for Nonprofits

By Stacey Gumley | June 27, 2022

Nonprofits that receive contributions of nonfinancial assets are subject to new financial reporting rules. Because of…

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The Price of War: Risks Around the Inflation Outlook

By RSM US LLP | May 10, 2022

While we expect the annual inflation rate to peak this quarter as comparisons to the lower…

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A Fresh Look at Retirement Withdrawal Rules

By BPW | April 7, 2022

Strict rules govern the timing of retirement account withdrawals. These rules may change in the near…

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BPW Named Among Accounting Today’s 2022 Top Regional Leaders

By BPW | April 5, 2022

Bartlett, Pringle & Wolf, LLP (BPW) is excited to share that the firm was recently named…

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Is Now the Right Time to Invest in Cryptocurrency?

By BPW | March 31, 2022

Cryptocurrency has been in the news a lot lately as it continues to gain traction as…

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The Spousal Lifetime Access Trust: A Near-Perfect Tool?

By BPW | March 23, 2022

The Spousal Lifetime Access Trust is not one of the better-known trusts but has become a…

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Advantages of a Cost Segregation Study

By BPW | March 14, 2022

Whether putting up a new building or renovating an existing one, companies are discovering that they…

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Pass-Through Entity Updates Webinar

By BPW | March 9, 2022

Learn about the pass-through entity updates in this recorded webinar.

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Tax Alert Webinar: Find Out What the New IRS Guidance and CA Tax Law Changes Mean for Your Business

By BPW | February 24, 2022

Thursday, March 3 1:00pmLive Webinar Are you curious about…how California’s recently passed SALT workaround provisions expanded…

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