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Articles, podcasts, tips & resources from the team at B|O|S.
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Going Public With SPACs

Going Public With SPACs
November 4, by Shelby Stahr, CFP®

Legacy Planning With 529 Plans

Legacy Planning With 529 Plans
November 4, by Sean Angelis, CFP®

The Stretch Is Dead: Estate Planning Options for IRA Accounts Post-SECURE Act

The Stretch Is Dead: Estate Planning Options for IRA Accounts Post-SECURE Act
November 4, by Judith Gordon

Potential Changes to Gift and Estate Tax Laws in 2021 and Beyond

Potential Changes to Gift and Estate Tax Laws in 2021 and Beyond
November 4, by Shelby Stahr, CFP®

What’s New at B|O|S

What’s New at B|O|S
November 4, by B|O|S

Media Highlights

Media Highlights
November 4, by B|O|S

3 Key Questions About the 2020 Presidential Election

3 Key Questions About the 2020 Presidential Election
October 27, by Michelle Soto, CFP®, CDFA™

What the SECURE Act Means for Qualified Charitable Distributions

What the SECURE Act Means for Qualified Charitable Distributions
October 12, by Eric Sousa

How Prop 19 Could Affect California Property Tax Exclusions

How Prop 19 Could Affect California Property Tax Exclusions
September 14, by Judith Gordon

Federal & California Tax Deadlines for Counties Affected by Wildfires

Federal & California Tax Deadlines for Counties Affected by Wildfires
September 9, by Michelle Soto, CFP®, CDFA™

For Tech Professionals, Value Stocks Make a Lot of Sense

For Tech Professionals, Value Stocks Make a Lot of Sense
August 17, by Aaron Waxman, CPA, CFP®

How to Safeguard Essential Documents and Precious Possessions

How to Safeguard Essential Documents and Precious Possessions
August 10, by Judith Gordon
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