Blog Placeholder Image

2024 BMSS Year-End Tax Planning Letter

As we approach the end of 2024, it’s essential to plan ahead to ensure that you are well-prepared for the upcoming tax season. Whether you’re an individual, a business owner,

Read More
Blog Placeholder Image

Schedule Your Tax Planning Meeting Today

Dear Clients and Friends, As we approach the end of the year, we would like to offer our services to provide year-end tax projections and explore tax planning opportunities for

Read More
Blog Placeholder Image

The EOS Process

At BMSS, we are honored to be able to help companies get on the same page with their Vision and help develop the discipline to achieve that Vision. EOS has

Read More
Blog Placeholder Image

The Looming Social Security Shortfall: Why Saving for Retirement is More Crucial Than Ever

Written by Drew Nicol, CPA Social Security has been a staple of financial security for millions of Americans since 1937 providing essential support during retirement, disability, and other life-altering circumstances.

Read More
Blog Placeholder Image

Retirement Plan Changes for 2023 and Beyond

Written by Ashley G. White, JD, CPA The Securing a Strong Retirement Act of 2022, known as SECURE 2.0 Act, made significant changes to retirement savings rules for both the employer and employee.  Some of these changes

Read More
Blog Placeholder Image

Succession Planning: Preparing for the Inevitable

BMSS HR Advisory Putting the “Resource” in Human Resource Consulting Written by Rebecca Tipton, SHRM-SCP Nearly all companies face turnover at some point, which can hurt businesses with lag times

Read More

What’s Your Ideal Life?

Beyond Financial Planning and Investment Advice Written by Chase Boardman, BMSS Wesson Wealth Solutions Picture this. You sign up for a bodybuilding competition a few months from now. To prepare,

Read More

The Difference One Word Makes

Written by Dalton Hopper, CFE, CVA There are few situations in which one word can make all the difference. In this example, we’re examining the difference between fair market value

Read More
Blog Placeholder Image

BMSS’ 2022 Year-End Tax Planning Letter

As 2022 comes to a close, all eyes are on the midterm elections and potential year-end tax legislation and, as always, it is important to stay informed. Year-end tax planning

Read More

Alabama Retirees to See Tax Cut in 2023

Written by Drew Nicol, CPA Earlier this year, Governor Kay Ivey signed HB162 into law which exempts the first $6,000 of retirement income received by individuals aged 65 and older

Read More

IRS Offers Late Portability Election Relief to Estates

By Dalton Bradshaw, CPA On July 8, 2022, in a taxpayer-friendly move, the IRS announced relief for estates making a late portability election for a deceased spousal unused exclusion (DSUE)

Read More
Blog Placeholder Image

Ensure Your Organization is Prepared This Hurricane Season

Written by Dalton Hopper, CFE, CVA In our last BBL newsletter, we shared BDO’s Top 5 Tips when filing an insurance claim after a hurricane. Two months into the official

Read More

Local Firm. National Knowledge. Global Reach.

Get In Touch