Insights by Author: BPW

Britton and Schmoller Recognized as Top Professional Service Leaders on Central Coast

October 30, 2024

Bartlett, Pringle & Wolf, LLP is pleased to announce that John Britton, CPA and Rosemary Schmoller,…

Read this Insight...

Eileen Sheridan Named a 2024 Managing Partner Elite by Accounting Today

September 9, 2024

SANTA BARBARA, CA – Accounting Today magazine recently named Eileen Sheridan, CPA a 2024 MP Elite,…

Read this Insight...

INSIDE Public Accounting Ranks BPW Among Top 300 Firms in US

August 15, 2024

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

Read this Insight...

IRS Releases Final Regulations on RMDs and the 10-Year Rule

July 29, 2024

The IRS released final regulations on required minimum distributions and the ten-year rule. This video provides an overview of the new regulations and how they may impact you or your heirs.

Read this Insight...

BPW Named a 2024 Top Regional Leader of the West by Accounting Today

March 21, 2024

SANTA BARBARA, CA – Bartlett, Pringle & Wolf, LLP (BPW) is proud to announce that the…

Read this Insight...

Bartlett, Pringle & Wolf, LLP Announces Newest Partner Gisela A. Rodriguez, CPA

March 7, 2024

SANTA BARBARA, CA – Bartlett, Pringle & Wolf, LLP is pleased to welcome its newest named…

Read this Insight...

Welcome to Tax Season 2024

January 29, 2024

As we turn the corner on another year, it’s time to shift gears into Tax Season…

Read this Insight...

Solomon and Sheffield Recognized as Top Professional Service Leaders in Tri-Counties

November 2, 2023

Bartlett, Pringle & Wolf, LLP is pleased to announce that Tracey A. Solomon, CPA and Jacob…

Read this Insight...

Danna McGrew Named one of the 2023 Top 50 Women in Business by PCBT

March 24, 2023

Bartlett, Pringle, & Wolf, LLP (BPW) congratulates Partner Danna McGrew, CPA on being recognized by the…

Read this Insight...

Charting Her Course Podcast Featuring Bridget Foreman, CPA

February 23, 2023

 New Episode: Partner Bridget Foreman, CPA joins Veronica Kusmuk on a new episode of Charting…

Read this Insight...

When Does a Gift Require a Gift Tax Return, and Gift Tax?

With lifetime gift and estate tax exemptions at an all-time high in 2020, not as many ...
Read this insight

Future-Forward Manufacturing

Many manufacturers are feeling the impact of the current crisis. But companies that are ready to retool and ...
Read this insight

By the Numbers: The Key Adjustments for 2021

What will 2021 bring us? After a year of turmoil and surprises, no one has a ...
Read this insight

Restructuring Debt as a Business Strategy

Many businesses are facing the financial effects of the Covid-19 pandemic. The loss of clients and ...
Read this insight

Hobby or Business: The IRS Takes a Stand

From a tax perspective, the distinction between hobbies and businesses is important because businesses can deduct ...
Read this insight

Year-End Tax Planning for Businesses

Many businesses remain steeped in financial, operational, and HR challenges related to the COVID-19 crisis, but ...
Read this insight

Year-End Tax Planning for Individuals

We recognize the impact this unimaginable year has had on all of us. There have been ...
Read this insight

Retirement Plan Options for Self-Employed Business Owners

Owning your own business gives you a great deal of freedom to make your own choices. ...
Read this insight

5 New Updates on Economic Impact Payments

New information continues to unfold as Congress provides clarity on several aspects of the economic impact ...
Read this insight

How To Use a CPA as an Expert Witness

A CPA may be called upon as an expert witness to render a professional opinion, whether ...
Read this insight

10 Ways to Improve Your Cash Flow

Cash flow is king. It is the lifeblood of any business. Often referred to as “working ...
Read this insight

Tips for a Quicker End to Your Mortgage

If you're serious about paying off your mortgage quickly, realize that every dollar you add to ...
Read this insight