Client Login
Pay Bill
SuraLink
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
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
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
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
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
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
Proposed Regulations Take Aim at Estate and Gift Basic Exclusion
Written by Dalton Bradshaw, CPA In 2017, the passage of the Tax Cuts and Jobs Act (TCJA) brought about numerous provisions aimed at benefiting taxpayers, including within the estate and
Read More
Understanding Your Buy-Sell Agreement – Part 1
Written by Dalton Hopper, CFE, CVA We are starting a short series on how business owners and their advisors can prepare an exit strategy by understanding their buy-sell agreement. Our
Read More