Articles & Publications

BMF’s status as an independent firm continues to give us a competitive advantage in serving our clients and in attracting and retaining the top-tier talent our clients rely upon. Clients want to know that we’re working alongside them in. Read More >>

There are over 31 million privately-held businesses in the United States and of those, Baby Boomers (born between 1946 and 1964) account for approximately 40% of ownership. Experts estimate that roughly 10,000 Baby Boomers retire each day. Succession is. Read More >>

The HBO drama Succession isn’t just a hit series. It’s also a cautionary tale to business owners. The show revolves around a CEO patriarch who just can’t seem to designate a successor among his four children, or among anyone. Read More >>

view PDF Dear Clients, Friends and Community Partners, For the first time in over 25 years, our annual client letter has both a new look and a new voice. This is the first year we’re coming to you by. Read More >>

I wanted to share with you some thoughts on how COVID is affecting our clients, their go-forward strategies and our own firm as well. It’s a time when we’re all starving for normalcy and certainty. Many of us are. Read More >>

To Our Valued Clients and Friends, We’ve all been impacted by the COVID-19 pandemic in some way. Since our last update, we’ve accelerated our efforts to help our people and our visitors stay safe, informed and connected. Following best. Read More >>

Tod Wagner discusses tax planning in the current environment, including tax law changes and extensions in response to COVID-19. Read More >>

Dale Ruther covers the top 10 questions (and answers) we hear most with the Paycheck Protection Program loans. When is the loan forgiveness period? How do we calculate full-time employees? How does the safe harbor calculation work? What payroll. Read More >>

Dale Ruther breaks down the Paycheck Protection Program into three parts: Where we’ve been, where we’re at now, and where we are going. Read More >>

Jim Merklin discusses how businesses’ and individuals’ benefit plans are being impacted by the SECURE Act AND CARES Act, which was put in place as a result of COVID-19.   Read More >>