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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®
Interpreting California Proposition 19
February 25, by Judith Gordon
Is the Grass Greener Outside of the Golden State?
February 23, by Rich Long, CFA
How Do Federal Tax Laws Get Passed?
February 23, by Judith Gordon
Making the Most of Year-End Charitable Planning
November 30, by Judith Gordon
Going Public With SPACs
November 4, by Shelby Stahr, CFP®
Potential Changes to Gift and Estate Tax Laws in 2021 and Beyond
November 4, by Shelby Stahr, CFP®
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™
IRS Guidance on Clawback of Gift & Estate Tax Exemption
April 16, by Judith Gordon
Updates On Federal and California Tax Related Deadlines Due To The Corona Virus
March 26, by Judith Gordon
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