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Perspectives / Blog

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

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Updates On Federal and California Tax Related Deadlines Due To The Corona Virus
March 26, by Judith Gordon
4 SECURE Act Provisions B|O|S Clients With IRAs Need To Know
February 25, by Michelle Soto, CFP®, CDFA™
Welcome to the Land of OZ (Opportunity Zones)
December 10, by Jeffrey Blanchard, CFA
Dreaming of Downsizing? An Upside Property Tax Consideration
November 11, by Judith Gordon
Property Taxes: The Often-Overlooked Transfer Tax
May 22, by Judith Gordon
Planning for Qualified Small Business Stock Treatment: Back on the Front Burner
May 14, by Judith Gordon
IRS Releases Additional Guidance on Rental Property and the Section 199A Deduction
March 12, by Judith Gordon
IRS Clarification of Rules Regarding Large Lifetime Gifts
December 14, by Judith Gordon
Understanding the Increased Tax Benefits of Retirement Planning Under the TCJA
September 26, by Daniel S Lee, CFA, CFP®
The New Game in Town: Maximizing the 20% Pass-Through Deduction
May 22, by Judith Gordon
What You Need to Know About the Tax Cuts and Jobs Act of 2017
February 21, by Michelle Soto, CFP®, CDFA™
Benevolence in the New Tax Era
February 21, by Judith Gordon

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