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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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 over possible tax law changes
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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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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 have been considering transferring your
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