Insights

Less than one month before the Corporate Transparency Act’s (CTA) Beneficial Ownership Information (BOI) reporting deadline, a U.S. District Court ruled that requirements exceed Congress’s authority under the Commerce Clause of the Constitution. What the court ruling means for reporting The court issued a preliminary injunction blocking the implementation of the CTA, which requires millions…

As we approach 2025, future tax policy is bracing for change in the coming years. With election results now in the rearview, the road ahead for policy shifts begins to take shape, providing a clearer framework for strategic decisions. However, tax planning for individuals will still require thoughtful consideration and flexibility, as expiring tax provisions…

After a few years of relatively mild tax changes for most businesses, post-election results provide more clarity on the direction of future policy—with a confluence of expiring tax provisions, a new administration, and evolving economic factors that will shape the decisions of businesses and individual taxpayers alike. The new administration has proposed policy extensions aimed…

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 profiles of some of the best leaders from public accounting firms of all sizes across the country, highlighting the qualities that make them exceptional.  …

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 in the nation based on net revenue. The ranking is determined through the annual IPA Practice Management Survey and Analysis of Firms, a comprehensive evaluation…

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.

SANTA BARBARA, CA – Bartlett, Pringle & Wolf, LLP (BPW) is proud to announce that the firm was recently named one of the “Top Regional Leaders” by Accounting Today magazine for the ninth year in a row! Each year, Accounting Today releases rankings of top performing accounting firms across the United States and categorizes them…

Amid the backdrop of market realignment, higher interest rates, and shifting workplace habits, investors remain cautiously optimistic about their real estate allocations heading into 2024. After an overall slower acquisition pace in 2023, market uncertainties prompted investors to adopt a wait-and-see approach, hoping for property values and interest rates to reconcile. Those who returned profitability…