A Fresh Look at Retirement Withdrawal Rules
Strict rules govern the timing of retirement account withdrawals. These rules may change in the near future with a new bill moving through Congress, but meanwhile, here's what you need...
BPW Named Among Accounting Today’s 2022 Top Regional Leaders
Bartlett, Pringle & Wolf, LLP (BPW) is excited to share that the firm was recently named one of the “Top Regional Leaders” by Accounting Today for the seventh year in...
Is Now the Right Time to Invest in Cryptocurrency?
Cryptocurrency has been in the news a lot lately as it continues to gain traction as an alternative currency. Many are considering whether this is the time to invest in...
The Spousal Lifetime Access Trust: A Near-Perfect Tool?
The Spousal Lifetime Access Trust is not one of the better-known trusts but has become a popular estate planning strategy for families. A spousal lifetime access trust (SLAT) is an...
Advantages of a Cost Segregation Study
Whether putting up a new building or renovating an existing one, companies are discovering that they can strengthen their balance sheets by doing a cost segregation study. A cost segregation...
Pass-Through Entity Updates Webinar
We have been closely following the new filing requirements being issued from the IRS, as well as recent California tax law changes. California legislators expanded the California elective pass-through...
Tax Alert Webinar: Find Out What the New IRS Guidance and CA Tax Law Changes Mean for Your Business
Thursday, March 3 1:00pmLive Webinar SIGN UP NOW Are you curious about…how California's recently passed SALT workaround provisions expanded tax-saving opportunities for partnerships and S Corps? Should your business...
How are Trusts Taxed?
three generation happy asian family walking outdoors in park A trust can be a powerful estate-planning tool, but contrary to popular belief, trusts do not make all taxes disappear. The...
Tax Breaks for the Elderly
Getting older has its perks, including tax breaks. Your income threshold for filing a tax return at all is higher, you get a bigger standard deduction and you can defer...
IRS Announces 2022 Limits for Retirement Plans
The IRS has announced the new retirement plan numbers for 2022.Retirement limits for 401(k) and similar plans are up. The contribution limit for employees who participate in 401(k), 403(b), most 457...
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 a Certified Public Accountant who...
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 consulting firm serving Santa Barbara...
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 investors make strategic decisions. At...
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 visionary leadership and a commitment...
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 Central Coast, Forbes announced that...
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 as the largest overhaul since...
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 across the state committed to...
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 in Professional Services by the...
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 accounting industry. The report features...
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 the top 500 CPA firms...