Insights by Author: BPW

How are Trusts Taxed?

February 8, 2022

A trust can be a powerful estate-planning tool, but contrary to popular belief, trusts do not…

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Tax Breaks for the Elderly

January 27, 2022

Getting older has its perks, including tax breaks. Your income threshold for filing a tax return…

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IRS Announces 2022 Limits for Retirement Plans

January 6, 2022

The IRS has announced the new retirement plan numbers for 2022. Retirement limits for 401(k) and…

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What Papers do You Need to Save?

December 17, 2021

Sometimes it feels good to get rid of clutter, especially this time of year when the…

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DOL Reveals Key Change for Tipped Workers

December 7, 2021

Employees in occupations where gratuities are common, such as restaurant waitstaff, have long fallen into a…

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What To Know About the New Lease Accounting Standard

October 7, 2021

Every day that passes marks less time for private companies to get ready for ASC 842,…

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Credit for Other Dependents: A CTC Alternative

September 21, 2021

The IRS is reminding families about the Credit for Other Dependents, a tax credit available to taxpayers for…

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Document Management and Recordkeeping for Nonprofits

September 8, 2021

If you work for a nonprofit that’s funded by grants or donations, you need to keep…

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Estate Planning for High-Net-Worth Individuals

August 26, 2021

President Biden’s proposed infrastructure plan does not explicitly raise estate taxes. Instead, it ends the step-up…

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The Future of Global Minimum Tax and Multinational Corporations

August 10, 2021

The “race to the bottom” of international tax rates may soon come to an end. The…

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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 â€“ 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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