Main BOS Logo

Perspectives / Blog

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

Subscribe to our quarterly email here.

Dispelling 3 Common Myths Around Equity Awards

 February 23, by Shelby Stahr, CFP®

The year 2020 will be remembered for many things, including that it was full of company IPOs, or initial public offerings, in which a private company offers the public an opportunity to purchase shares of its company stock. If you work for a company ... continue reading
Making the Most of Year-End Charitable Planning
 November 30, by Judith Gordon
3 Key Questions About the 2020 Presidential Election
 October 27, by Michelle Soto, CFP®, CDFA™
How Prop 19 Could Affect California Property Tax Exclusions
 September 14, by Judith Gordon
Navigating Key Provisions of The CARES Act
 June 3, 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™
Our Perspective on this Unsettling Environment
 March 25, by B|O|S
To Refi or Not To Refi
 March 20, by Michelle Soto, CFP®, CDFA™
SECURE Act Benefits 529 Plans
 March 12, by Sean Angelis, CFP®
4 SECURE Act Provisions B|O|S Clients With IRAs Need To Know
 February 25, by Michelle Soto, CFP®, CDFA™
When the Waiting Is Not the Hardest Part: A Financial Aid Primer
 February 18, by Colleen S. Supran, CFA
Estate Planning Strategies for Married Couples in the New Decade
 February 18, by Judith Gordon
Preparing for Parenthood: A LGBTQ+ Quick Guide
 November 11, by David Newson
Dreaming of Downsizing? An Upside Property Tax Consideration
 November 11, by Judith Gordon
SUBSCRIBE TO OUR NEWSLETTER

Get B|O|S Perspectives
in Your Inbox