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Perspectives / Blog


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

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The Stretch Is Dead: Estate Planning Options for IRA Accounts Post-SECURE Act
November 4, by Judith Gordon
What the SECURE Act Means for Qualified Charitable Distributions
October 12, by Eric Sousa
How Prop 19 Could Affect California Property Tax Exclusions
September 14, by Judith Gordon
Federal & California Tax Deadlines for Counties Affected by Wildfires
September 9, by Michelle Soto, CFP®, CDFA™
How to Safeguard Essential Documents and Precious Possessions
August 10, by Judith Gordon
Switching Jobs, Switching Your Retirement Savings Strategy
July 13, by Michelle Soto, CFP®, CDFA™
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
Estate Planning in the Time of COVID-19
April 14, by Judith Gordon
Required Minimum Distributions Waived in 2020
April 8, by Michelle Soto, CFP®, CDFA™
To Refi or Not To Refi
March 20, by Michelle Soto, CFP®, CDFA™
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