BREAKING NEWS

Announcing Our Newest Partner

BMF welcomes with pride and purpose, our newest partner, Marie Lenarduzzi!

Articles & Publications

High valuations don’t always mean it’s a good time to sell

Company valuations today are at the highest levels we’ve seen in years. So if you’re a business owner thinking about a liquidity event, now would be a good time, right? Not so fast. Even though the value of their. Read More >>

New Proposed Regulations Impact Valuation Discounts for Transfers of Family-Owned Businesses

  Last week the Internal Revenue Service (IRS) released proposed regulations under Internal Revenue Code Section 2704 (Section 2704) that impact the valuation of interests in closely held businesses for estate and gift tax purposes. As mentioned in our. Read More >>

Theodore Wagner Selected to Leadership Cleveland

AKRON, OH – July 18, 2016 – Theodore “Tod” Wagner, managing partner of the Cleveland office of regional accounting and business advisory firm Bober Markey Fedorovich (BMF), was selected as a member of Leadership Cleveland, Class of 2017. Leadership. Read More >>

Potential Changes for Valuing Closely Held Business Interests in Intra-Family Transfers – Limiting the Use of Valuation Discounts

  There have been recent rumblings that the IRS might soon publish regulations limiting use of certain valuation discounts for estate and gift transfers of closely held business interests to family members.  While the technical details related to such. Read More >>

What’s Your End Game? The Importance of Succession Planning

If you are like many small business owners, you have worked hard for much of your life to build your company into a successful enterprise.  But have you devoted the same planning and attention to your business’ “end game?” . Read More >>

Managing Trust Distributions to Minimize Overall Tax

  Trustees have a small window of opportunity to save potentially thousands in tax dollars if they act quickly by March 6, 2014.  Trust distributions have always been an important planning tool to maximize tax savings for trusts and. Read More >>