Understanding ESOPs: Ideal Candidates and Potential Risks
Employee Stock Ownership Plans (ESOPs) offer a unique way for business owners to sell their companies, benefiting both themselves and...
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Barry Boscoe
May 13
Comprehensive Guide to Elective Community Property
In the evolving landscape of remote and hybrid work, many state legislatures are creatively attracting new residents. An emerging trend...
Barry Boscoe
Apr 12
The Benefits of a Split Interest Income Trust for High-Income Individuals
A split interest income trust might be a significant financial tool for: Those with substantial income, Those selling high-value assets,...
Barry Boscoe
Oct 1, 2022
Reducing Taxes Through the Use of a Roth Conversion
One way to lower your taxes in retirement is by avoiding higher tax brackets, increased Social Security taxes and Medicare premiums. The...
Barry Boscoe
Aug 7, 2022
How to Create Tax Free Income for Retirement
When asked, what will be the largest expense you will encounter during retirement? most people will answer either mortgage or health care....
Barry Boscoe
Feb 28, 2022
Tax-Savings Moves You Can Still Make For The Year 2021
It is March, which means we are in the heart of tax filing season. People everywhere gather documents, organize their information, and...
Barry Boscoe
Dec 27, 2021
Time Is Running Out
Can you believe it is December already? Of course, this means there are only a few weeks left in the year. Obviously, it is one of the...
Barry Boscoe
Dec 14, 2021
Section 1035 Exchange Tax Trap
In a recent ruling, it was decided that monies received from a terminated annuity contract were taxable to the annuitant since the...
Barry Boscoe
Nov 2, 2021
The CARES Act Relief
Relief is here! While COVID-19 has cast uncertainty across our financial world, the Coronavirus Aid, Relief, and Economic Security...
Barry Boscoe
Nov 2, 2021
Changes to Independent Contractor Status
A recent California Supreme court decision, Dynamex operations W., Inc. v. Superior Court, 4 CAL 5th 903 913 (2018) redefined the...
Barry Boscoe
Nov 2, 2021
Charitable IRA Donations
If you have Philanthropic desires, and would like to be financially rewarded at the same time, then donating your IRA assets to a charity...
Barry Boscoe
Nov 1, 2021
LA Business Journal - Capital Gains Reduction
Reprinted by permission of the Los Angeles Business Journal™ There is a way to Sell Appreciated Assets without a Capital Gains Hit Are...
Barry Boscoe
Nov 1, 2021
The Small Business Owner and Deferred Compensation
Over the last five to ten years, there has been a reduction in qualified benefits for highly compensated employees, and an increase in...
Barry Boscoe
Nov 1, 2021
Making Family Business Work
If you run a business in which you are able to hire your children to help you, then paying them wages for the work they do, will teach...
Barry Boscoe
Nov 1, 2021
Section 1035 Exchange Tax Trap
In a recent ruling, it was decided that monies received from a terminated annuity contract were taxable to the annuitant since the...
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