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…
Read MoreDear 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…
Read MoreBMSS Member Cherion Sibley is newly certified as an Accredited Estate Planner® (AEP®) designee by the National Association of Estate Planners & Councils (NAEPC). Read…
Read MoreContemplating 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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