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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With all the changes made in the recently enacted tax reform legislation, we are committed to keeping you informed while providing you peace of mind. That’s why we’ve created an
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Written by Cherion Sibley, CPA, CFP® Contemplating the transfer of closely held family business interests? Consider making those gifts as soon as possible before new valuation rules are enacted. If you
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