Main BOS Logo

Perspectives / Blog

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

Subscribe to our quarterly email here.

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
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

Get B|O|S Perspectives
in Your Inbox