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Alabama Qualified Dispositions in Trust (QDIT) Act

By: Dalton Bradshaw, CPA When considering asset protection from creditors, most individuals and advisors immediately think of assets being hidden away in foreign accounts by the world’s ultra-wealthy. However, legislatures

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The Treasury’s Green Book and its Impact on Estate Planning

In late May of 2021, the Treasury Department issued the “General Explanations of the Administration’s Fiscal Year 2022 Revenue Proposals,” (the “Proposal”) also known as the “Green Book.” The tax

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New Legislation That May Impact Your 2019 Year-End Tax Planning

In the days before going on recess for the holidays, Congress pushed through significant tax legislation as part of the year-end spending bill. As you wrap up your 2019 year-end

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Cherion Sibley, CPA, CFP® Named an Accredited Estate Planner® Designee

BMSS Member Cherion Sibley is newly certified as an Accredited Estate Planner® (AEP®) designee by the National Association of Estate Planners & Councils (NAEPC). Read the press release here.

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