Tag: Estate planning

Nov 03, 2020

Election Day Tax Planning Letter

Dear BMSS Clients and Friends, With the end of 2020 approaching, you may be considering year-end tax planning strategies. Year-end tax planning always presents uncertainties…

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Aug 29, 2016

Estate Planning Alert

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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