Estate planning is often treated as a one-time exercise. Documents are drafted, trusts are established, beneficiary designations are completed, and families move on with the assumption that the plan will work as intended. But over time, that plan can drift. Wealth changes. Families evolve. Businesses grow. Tax laws shift. And the gap between what a…

  The reconciliation tax bill signed into law by President Trump on July 4 sets out sweeping tax changes, with many provisions of interest to the real estate industry. This Alert highlights the most important changes for the industry to focus on in tax planning. Insights With the legislation now final and generally in effect,…

  In light of the recent wildfires in Los Angeles County, California is providing relief for state franchise and income tax, sales and use tax, property tax, and payroll tax. Updated January 28: Please see the table in the “Property Tax” section for information on an executive order recently signed by California Gov. Gavin Newsom.…

  If you sell your home, you might be able to pocket up to a half million dollars in gain from the sale without owing any federal income tax. How? By claiming the home sale gain exclusion. But various rules and limits apply, so it’s important to understand the ins and outs of this tax…

  We’re excited to announce the release of the 2024 Year-End Tax Planning Guide for Business, brought to you by the BDO Alliance USA.  As proud members of this alliance, we’re pleased to provide this comprehensive resource to help businesses navigate the year ahead with confidence. The guide is packed with valuable strategies to optimize…

  As the year comes to a close, it’s the ideal time to evaluate your financial goals and ensure they align with both your current needs and future aspirations.  At B+Co, we understand the importance of thoughtful year-end planning, especially in today’s dynamic economic environment with rising interest rates and market fluctuations. Guide Your Financial…

  The best tax planning strategies for you will evolve as your situation changes, whether due to life events, economic developments or new tax laws.  To save the most, you need to be familiar with how you may need to adjust your strategies. This is exactly what our Tax Planning Guide is designed to help…

  Introduction Selling a technology company can be a complex and time-consuming process that requires careful planning, preparation and execution. In today’s market, you’re dealing with sophisticated buyers across the table and a myriad of due diligence requirements.  Business owners must be well-prepared and well-advised to ensure a successful transaction. Even the most seasoned and…