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Perspectives / Blog

Articles, podcasts, tips & resources from the team at B|O|S.

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Are Roth IRA Conversions Becoming More Compelling?

 May 19, by Adam Mazzaro, CEPA®

Considering President Biden’s proposed tax rate hikes for high-earning and wealthy individuals, it is an important time to think about the interplay of Roth IRA conversions, accelerating capital gains, and dynastic wealth planning. The president’... continue reading
Saving for Your Child’s Future: 3 Options to Consider
 May 19, by Sean Angelis, CFP®
The ABCs of Managing Your Digital Assets
 May 19, by Judith Gordon
Committing to Your Financial Health in 2021
 March 10, by Michelle Soto, CFP®, CDFA™
Expanding Your Estate Planning Toolbox With SLATs
 March 9, by Judith Gordon
Interpreting California Proposition 19
 February 25, by Judith Gordon
Be Mine: Perspectives on the Benefits of Pre-Marital Agreements from an Attorney & Client
 February 10, by Michelle Soto, CFP®, CDFA™
When a Financial Planner Becomes a Dad
 November 30, by Peter Yoon, CFA
Legacy Planning With 529 Plans
 November 4, by Sean Angelis, CFP®
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
 November 4, by Shelby Stahr, CFP®
How to Safeguard Essential Documents and Precious Possessions
 August 10, by Judith Gordon
Estate Planning for Young Adults
 June 25, by Judith Gordon
Navigating Key Provisions of The CARES Act
 June 3, by Judith Gordon
Enhancing Your Legacy Planning With a Wealth Management Firm
 May 18, by Judith Gordon
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