Insights

As we begin 2026, real estate investors are facing a dynamic landscape shaped by rapid technological advancement, demographic shifts, and evolving market conditions. With artificial intelligence (AI) transforming operations, baby boomers reaching their 80s, and performance varying significantly by sector, this year offers both challenges and opportunities. Bartlett, Pringle & Wolf, LLP provides real estate investors with the tax expertise and financial guidance they need to succeed in this evolving market.

As we approach year-end, many plan sponsors find themselves scrambling to meet 401(k) compliance deadlines. But successful retirement plan management isn’t about last-minute fixes—it’s about strategic, year-round planning that ensures your plan stays compliant while serving your employees’ best interests.

At Bartlett, Pringle & Wolf, we’ve guided countless Santa Barbara and Central Coast businesses through the complexities of 401(k) compliance for over seven decades. Here’s your roadmap to year-end success and how to build a sustainable compliance framework.

As 2025 comes to a close, businesses and individuals face a tax environment defined by heightened complexity and rapid change, driven largely by the mid-year enactment of the One Big Beautiful Bill Act (OBBBA). This landmark legislation has reshaped planning strategies around depreciation, capital investments, and qualified business deductions, requiring taxpayers to reassess decisions already made while identifying time-sensitive opportunities before year-end. In this climate, effective tax planning goes beyond compliance—it demands proactive, strategic action to manage risk, optimize cash flow, and position for both immediate and long-term tax efficiency.

Michael Shaner, recognized in the Pacific Coast Business Times’ 2025 “40 Under 40” list, exemplifies visionary leadership and client-focused dedication as an Audit Manager at Bartlett, Pringle & Wolf, LLP. His approach combines technical expertise with personal rapport, fostering a culture of growth and innovation that is shaping the future of accounting services. Discover how Shaner is making an impact on the Central Coast’s business landscape.

Bartlett, Pringle & Wolf, LLP proudly announces that Managing Partner Eileen Sheridan has been named to Forbes’ 2025 Best-in-State CPAs list, recognizing her exceptional expertise, innovation, and dedication to client success. Selected through a rigorous national vetting process, Sheridan’s leadership in estate, trust, and charitable tax planning, combined with her commitment to mentorship and community service, reflects the firm’s mission to deliver excellence and drive long-term financial success for clients across Santa Barbara and the Central Coast.

The One Big Beautiful Bill Act (OBBBA) of 2025 marks the largest U.S. tax overhaul since 2017, introducing significant changes for individuals and businesses. Discover how this legislation impacts SALT deductions, R&E expenses, bonus depreciation, and international tax rules, and learn how proactive planning can help you navigate the new tax landscape effectively.