Insights by Author: Gisela Rodriguez

Child Tax Credit Advances Start July 15

July 9, 2021

On July 15, 2021, the IRS will start sending monthly child tax credit payments to qualifying…

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When is My Capital Gains Rate 0%?

July 16, 2020

With a tax planning opportunity for just about everything, seeking to pay 0% on capital gains…

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The CARES Act: An Overview for Individuals

April 2, 2020

The CARES Act provides some big wins for individual taxpayers who are in need of an…

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Corporations Receive Tax Clarity for Offshore Profits

July 25, 2019

The IRS released highly-anticipated clarity for multinational corporations on how U.S. tax will be calculated on…

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DOL Revisits Overtime Rule in Proposal

April 23, 2019

On March 7, the Department of Labor (DOL) released a proposed rule that would raise the…

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Top 7 Last-Minute Tax Strategies

December 21, 2018

There’s still time left in the year to make some last-minute tax moves. If you are…

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Blended Federal Income Tax Rate for Corporations with Fiscal Year

June 17, 2018

In a recent release by the Internal Revenue Service, corporations operating on a fiscal year that…

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Tax Relief in a Federally-Declared Disaster Area

January 22, 2018

On January 2, the President declared a major natural disaster for those areas affected by the…

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Social Security Changes in 2017

July 17, 2017

The Social Security Administration released a few changes to the program making an impact in 2017.…

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New Overtime Rule Put On Hold by Federal Injunction

January 11, 2017

A recent ruling by U.S. District Judge Mazzant has put a nationwide hold on the Department…

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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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The Future of the SALT Cap: Ways You Can Prepare Now for Potential Scenarios

The state and local tax deduction limitation (SALT cap) has become a focal point of tax ...
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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 – INSIDE Public Accounting (IPA) recently ranked Bartlett, Pringle & Wolf, LLP No. 300 ...
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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 ...
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California Suspends NOLs and Caps Credit Usage for Three Years

Executive Summary California makes several important tax changes as it looks to increase revenue. In late ...
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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 ...
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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 ...
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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 ...
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