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Bartlett, Pringle and Wolf, Key Tax Considerations for Real Estate Investors in 2025
Introduction and Context In a rapidly changing marketplace, major shifts in tax legislation, real estate, and investment management are shaping how organizations and private...
Your Year-End 401(k) Compliance Roadmap: A Strategic Planning Guide
As we approach year-end, now is the ideal time for plan sponsors to begin preparing for 401(k) compliance requirements. Successful retirement plan management goes beyond...
Why 2025 Year-End Tax Planning Matters More Than Ever
As 2025 draws to a close, businesses and individuals face a tax planning environment unlike any in recent years. The complexity of today's tax landscape...
40 Under 40 Honoree: How Michael Shaner is Shaping the Future of Business
In the competitive world of accounting and advisory services, it takes more than technical expertise to truly stand out. When a young professional brings both...
Forbes Names Eileen Sheridan 2025 Best in State CPAs
Sheridan honored among top CPAs in California in Forbes’ inaugural Best-In-State list As a leading accounting and business consulting firm serving Santa Barbara and the...
Strategic Tax Planning: How the OBBBA Influences Future Business Decisions
The One Big Beautiful Bill Act (OBBBA), signed into law on July 4, 2025, ushers in myriad changes to the U.S. tax code and stands...
Bartlett, Pringle & Wolf, LLP Named One of California’s Best Workplaces for 2025 by Best Companies Group
Santa Barbara, CA- Best Companies Group recently recognized Bartlett, Pringle & Wolf, LLP (BPW) as one of California’s Best Workplaces for 2025—a honor that highlights organizations...
Update on the Corporate Transparency Act: Court Suspends Reporting Requirements for Businesses
Less than one month before the Corporate Transparency Act’s (CTA) Beneficial Ownership Information (BOI) reporting deadline, a U.S. District Court ruled that requirements exceed Congress’s...
Year-End Tax Planning for Individuals
As we approach 2025, future tax policy is bracing for change in the coming years. With election results now in the rearview, the road ahead...
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