Insights by Author: Ellyn Cole

CA Implements Wayfair Sales Tax Decision

January 17, 2019

Another important deadline will make an entrance in April next year. Effective April 1, 2019, the…

Court Overturns Physical Presence Standard in Sales Tax Decision

July 11, 2018

With the surge of online shopping dominating the retail space, a recent U.S. Supreme Court 5-4…

Update: Tax Reform Moving Through Congress

November 22, 2017

In last month’s newsletter, we gave a brief overview of the Trump administration’s tax reform proposal,…

Safe Harbor Benefits Restaurant and Retail Industry

July 22, 2016

There has been a lot of discussion surrounding Tangible Property Regulations—from implementing the new regulations to…

Tax Deadline Reminder: FBARs Due by June 30

June 3, 2015

The deadline is fast approaching for certain taxpayers to report accounts they hold in foreign banks…

Reduced Restrictions on In-Plan Roth Rollovers

March 25, 2013

Among the changes and extensions in the recently enacted American Taxpayer Relief Act of 2012 (“Act”),…

Three Strategies That Add Flexibility to Your Estate Plan

September 24, 2012

In recent years, estate planning has been complicated by uncertainty over the future of the federal…

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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INSIDE Public Accounting Ranks BPW Among Top 300 Firms in US

SANTA BARBARA, CA â€“ INSIDE Public Accounting (IPA) recently ranked Bartlett, Pringle & Wolf, LLP No. 300 ...
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