BCo Community News

What can you do with an unused 529 account?

A 529 account is a tax-advantaged savings plan designed to help families save for education expenses. These accounts are named after Section 529 of the Internal Revenue Code.

529 accounts come in two basic types: prepaid tuition plans and college savings plans. Prepaid tuition plans allow families to lock in today’s tuition rates for future use, while college savings plans allow families to save and invest money for future education expenses.

Contributions to a 529 account are made with after-tax dollars, but the earnings in the account grow tax-free. When funds are withdrawn for qualified education expenses, like tuition, fees, books, and room and board, the withdrawals are also tax-free. This can make 529 accounts a powerful tool for families looking to save for […]

B+Co Partner Coben Tistadt is a life-long learner both professionally and in his personal life. He understands the importance of developing his team, providing thoughtful consultation, and providing advisory services with human intelligence and care. He is dedicated to building strong relationships with his clients and their teams to help them succeed. He knows it is important to always remain personable and compassionate and to connect with our clients so they know we understand their needs and empathize with their concerns.  Coben is a partner in our Pleasanton office and he has shared with us his journey on the path to partner.

Tell us your story and how you decided on a career in accounting.

I graduated college back in 1994 with a Bachelor’s Degree in Religious Studies. Not the most practical […]

Over the past few decades, more women are entering the accounting field because it is a rewarding profession with countless opportunities for advancement.  At B+Co we encourage gender diversity and in honor of International Women’s Day, we want to thank all the women inside our firm who are continuously making a difference.

Today at B+Co, 63% of all employees and 50% of our partner group are women.  While our firm may not have a specific policy or program targeted toward attracting women, there are several reasons why women may want to work with us.

Firstly, our firm is strongly committed to providing a positive work-life balance for all of our employees. This is especially appealing to women who may have other responsibilities such as caring for children or elderly family members. We […]