IRS Extends Time to Make Portability Election
Portability is often an effective, go-to estate planning strategy that could make a considerable difference for…
May 7 Deadline for Big Businesses
The Treasury Department is granting safe harbor to large and public companies that voluntarily return stimulus…
Is a Donor-Advised Fund Right for You?
Donor-advised funds (DAFs) have grown in popularity over the past decade. According to the National Philanthropic Trust…
Uncertain Future for CA Estate Tax
California is currently among 30 states that do not impose a state estate tax. State legislature,…
Generating Interest with Intrafamily Loans
Lending money to family members may be personal, but it pays to treat loans like business.…
Navigating the 2026 Real Estate Market: Key Insights for Investors
As we begin 2026, real estate investors are facing a dynamic landscape shaped by rapid technological ...
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Your Year-End 401(k) Compliance Roadmap: A Strategic Planning Guide
Your Year-End 401(k) Compliance Roadmap: A Strategic Planning Guide Authored by Tracey Solomon As we approach ...
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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 ...
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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 ...
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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 ...
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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 ...
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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 ...
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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, ...
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Year-End Tax Planning for Individuals
As we approach 2025, future tax policy is bracing for change in the coming years. With ...
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Year-End Tax Planning for Businesses
After a few years of relatively mild tax changes for most businesses, post-election results provide more ...
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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, ...
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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, ...
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