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Years in Business
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Santa Barbara’s Premier Estate Planning Team
We tailor our estate, trust and charitable planning advice to align with your passions and purpose. With your needs top of mind, our approach incorporates collaborative solutions with your other professional advisors to ensure a successful and effective plan.
Estate planning involves the strategic management of your assets, with arrangements for the eventual transfer of those assets to your chosen heirs or selected beneficiaries with the least amount of tax and probate fees. Without a defined and regularly-reviewed estate plan, you risk losing a large share of what you have spent a lifetime building.
Quality-driven Estate Planning Solutions
Our team of experts, in collaboration with your attorney, coordinates your estate planning needs, whether simple or complex. Protect what means most to you and ensure a seamless plan for your future. Give yourself the gift of peace of mind today and tomorrow.
Featured Resource
Donor-Advised Funds: Giving with a Tax Advantage
Download our free guide to learn more about donor-advised funds.
Industry Insights
Tax & Accounting News
Bartlett, Pringle & Wolf, LLP Joins the BDO Alliance USA
Bartlett, Pringle & Wolf, LLP is proud to announce that we have joined the BDO Alliance USA, a nationwide association of independently owned local...
Danna McGrew, CPA Named Pacific Coast Business Times Top Women in Business
We are proud to announce that Danna McGrew has been named a Top Women in Business honoree by the Pacific Coast Business Times. Danna is...
John Britton Named Managing Partner at Bartlett, Pringle & Wolf, LLP
Longtime Partner and Santa Barbara Native to Lead Firm’s Next Chapter of Growth and Impact Bartlett, Pringle & Wolf, LLP (BPW), a leading accounting and...
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...
Year-End Tax Planning for Businesses
After a few years of relatively mild tax changes for most businesses, post-election results provide more clarity on the direction of future policy—with a confluence...
Britton and Schmoller Recognized as Top Professional Service Leaders on Central Coast
Bartlett, Pringle & Wolf, LLP is pleased to announce that John Britton, CPA and Rosemary Schmoller, CPA have been named among the 2024 Who's Who...
Eileen Sheridan Named a 2024 Managing Partner Elite by Accounting Today
SANTA BARBARA, CA – Accounting Today magazine recently named Eileen Sheridan, CPA a 2024 MP Elite, an annual award recognizing top managing partners in the...
INSIDE Public Accounting Ranks BPW Among Top 300 Firms in US
SANTA BARBARA, CA – INSIDE Public Accounting (IPA) recently ranked Bartlett, Pringle & Wolf, LLP No. 300 on the IPA Top 500, an annual list of...
IRS Releases Final Regulations on RMDs and the 10-Year Rule
Download our Whitepaper Click below to view our in-depth whitepaper. Contact Us We are always interested to hear from you. Please call (805) 963-7811 or...
BPW Named a 2024 Top Regional Leader of the West by Accounting Today
SANTA BARBARA, CA – Bartlett, Pringle & Wolf, LLP (BPW) is proud to announce that the firm was recently named one of the “Top Regional...
Key Tax Considerations for Real Estate Investors in 2024
Amid the backdrop of market realignment, higher interest rates, and shifting workplace habits, investors remain cautiously optimistic about their real estate allocations heading into 2024....
Bartlett, Pringle & Wolf, LLP Announces Newest Partner Gisela A. Rodriguez, CPA
SANTA BARBARA, CA – Bartlett, Pringle & Wolf, LLP is pleased to welcome its newest named partner to the firm for 2024, Gisela A. Rodriguez,...
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