
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 MoreAs 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 MoreDear 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 MoreAt 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 MoreWritten 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 MoreWritten 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 MoreBMSS 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 MoreBeyond 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 MoreWritten 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 MoreAs 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 MoreWritten 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 MoreBy 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 MoreWritten 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
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