By Ashley G. White, JD, CPA The SECURE Act of 2019 was signed into law late in 2019 and largely overhauled the existing rules regarding taking mandatory distributions from retirement
Read More
By Dalton Bradshaw, CPA As the 2022 filing season quickly approaches, taxpayers may be considering options to reduce their upcoming tax liabilities. Due to the compressed tax brackets for trusts
Read More
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
Read More
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
Read More
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
Read More
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.
Read More
Client Login
Pay Bill
SuraLink