Insights
IRS Releases Final Regulations on RMDs and the 10-Year Rule
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 MoreBPW 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 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…
Read MoreKey Tax Considerations for Real Estate Investors in 2024
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…
Read MoreBartlett, Pringle & Wolf, LLP Announces Newest Partner Gisela A. Rodriguez, CPA
SANTA BARBARA, CA – Bartlett, Pringle & Wolf, LLP is pleased to welcome its newest named partner to the firm for 2024, Gisela A. Rodriguez, CPA. Joining the firm in 2015, Gisela has demonstrated exceptional dedication and expertise in her role, making a positive impact on the firm through her unwavering commitment to client satisfaction,…
Read MoreWelcome to Tax Season 2024
As we turn the corner on another year, it’s time to shift gears into Tax Season 2024. The IRS will start accepting and processing returns on Monday, Jan. 29, 2024. Tax returns are due on Monday, April 15, 2024. Now that tax filing season has officially begun, now is an ideal time to meet with your…
Read MoreCorporate Transparency Act: What Small Businesses and Trusts Need to Know About New Reporting Requirements
Effective January 1, 2024, millions of privately-owned non-exempt corporations, limited liability companies and limited partnerships will be subject to new reporting obligations under the Corporate Transparency Act (CTA), a new anti-crime law that seeks to uncover the concealment of illicit money through the use of shell and front companies. In an effort to increase transparency…
Read More2023 Year-End Tax Planning for Businesses
As businesses work to rebound after a challenging few years, strategic year-end tax planning has never been more important. With 2024 around the corner, it’s essential for businesses to be prepared as we approach scheduled changes to tax legislation and start to see several deductions expiring or phasing out. In this article, we’ll highlight key…
Read More2023 Year-End Tax Planning for Individuals
As the 2023 tax season winds down, it’s time to take a closer look at year-end tax planning strategies to favorably position yourself for tax implications next year. While the ebb and flow of tax legislation has become commonplace, we’ve seen significant tax law changes enacted over the last two years, several provisions that have…
Read MoreSolomon and Sheffield Recognized as Top Professional Service Leaders in Tri-Counties
Bartlett, Pringle & Wolf, LLP is pleased to announce that Tracey A. Solomon, CPA and Jacob Sheffield, CPA, MST have been named among the 2023 Who’s Who in Professional Services by the Pacific Coast Business Times. Tracey A. Solomon, CPA | Audit Partner Tracey has been working with BPW in the audit department since…
Read MoreDanna McGrew Named one of the 2023 Top 50 Women in Business by PCBT
Bartlett, Pringle, & Wolf, LLP (BPW) congratulates Partner Danna McGrew, CPA on being recognized by the Pacific Coast Business Times as a top female business leader on the Central Coast. Top Women in Business highlights prominent women leaders in the business industry, each with outstanding achievements in their careers. The PCBT’s Top 50 drive the…
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