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Thanksgiving Office Hours

By Julie Leone,

BOSC wishes you and yours a very Happy Thanksgiving.

In observance of the Thanksgiving Holiday, BOSC office will be closed on Thursday, November 23. The office will reopen on Friday, November 24 from 8 am-1 pm. Normal business hours will resume on Monday, November 27.

Speaking Engagements for Ted Sarenski

By Julie Leone,

BOSC’s Ted Sarenski, spoke this week in Portland, Oregon and in Washington, DC.

Ted spoke November 3rd in Portland at the Oregon Society of CPAs State Retirement Planning Conference on the topic of Retirement Planning, before and after retirement.

Ted spoke November 6th in Washington DC at the AICPAs National Tax Conference on Social Security and Medicare.

If you would like information on either of these topics, please contact our office.

 

 

Ted Sarenski was quoted on the topic of Affording Assisted Living Care in the October edition of Consumer Reports magazine.

By Julie Leone,

BOSC’s Ted Sarenski, was quoted in the October 2017 issue of Consumer Report magazine, regarding Assisted Living Care.

  • Homeowners who want or need to keep a home in the family can take out home equity loans or home equity lines of credit, says Theodore “Ted” Sarenski, a CPA personal finance specialist and CEO of Blue Ocean Strategic Capital. Shop for the lowest setup costs, including fees for loan processing, origination, and underwriting; appraisals; and document preparation.
  • But if your bank won’t budge, don’t sweat the penalties, Sarenski says. “The bank will just change the interest rate back to that of a savings account,” he explains. “In this low-interest environment, you’re not missing much.”

If you have questions regarding Assisted Living Care, please contact our BOSC office.

Link to Complete Article:  https://www.consumerreports.org/personal-finance/11-ways-to-afford-the-assisted-living-care-you-need/

 

Ted Sarenski chairs the AICPA Advanced Personal Financial Planning Conference June12-14, 2017

By Elizabeth Higman,

Ted was the chair if the AICPA Advanced PFP Conference held as part of the AICPAs ENGAGE in June. Over 900 people attended the PFP section’s conference which was one of six conferences held at the same time. Total attendance for ENGAGE was over 4,000. The AICPA Advanced Personal Financial Planning Conference is known as the best technical PFP conference in the nation as noted by industry experts such as Michael Kitces and Bob Veres.