BREAKING NEWS

Announcing Our Newest Partner

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

Articles & Publications

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Making the Most of Your Company’s Financial Statements

A company’s financial statements typically comprise its balance sheet, income statement, and statement of cash flows. Each of these reports can reveal much about the financial position, health and performance of your business. By carefully analyzing these statements, you. Read More >>

2016 Year End Tax Planning

December 1, 2016 Tax Advisor

  As the end of the year approaches, it is a good time to think of planning moves that will help lower your tax bill for this year and possibly the next. Factors that compound the planning challenge this. Read More >>

Watch Out for These Common M&A Deal Obstacles

Everything may be going according to plan in an M&A negotiation until something suddenly puts the entire deal in doubt. Perhaps the buyer gets cold feet after conducting a round of due diligence or the seller feels insulted by. Read More >>

Looking to Boost Profit Margins? It All Starts With the Answers to These Six Questions

November 18, 2016 BMF in the News BMF

Smart Business Issued the week of October 12, 2016 By Eric D. German It’s ironic, but one of the questions many business owners struggle to answer is, “how much DOES it cost us to produce that?” So basic, but. Read More >>

Don’t Be Late! New Filing Deadlines and Extensions for 2016 Taxes

November 17, 2016 Tax Advisor

In June of 2015, President Obama signed the Surface Transportation and Veterans Health Care Choice Improvement Act. Although this legislation primarily deals with highway infrastructure, it has a huge impact on the due dates for many tax returns, beginning. Read More >>

Will You Benefit from President-Elect Trump’s Tax Plan?

November 11, 2016 Tax Advisor

The results are in and Donald Trump will be our next president.  As tax advisors, we were paying attention to his tax plans as he was articulating them during his campaign trail. His plans included changes for individual taxes,. Read More >>

Plan Operations: Keys to Switching Service Providers Painlessly

November 9, 2016 Benefit Plans

There are plenty of valid reasons for plan sponsors to switch service providers. For example, the performance of their investment provider may come into question, or they may be dissatisfied with the current record-keeper’s services or fees, or a. Read More >>

2017 Cost-of-Living Adjustments

November 2, 2016 Tax Advisor

  The IRS recently announced the 2017 cost-of-living adjustments (COLA) that impact retirement plans and the Social Security Wage Base (SSWB). After little to no increases in the SSWB over the past few years, the SSWB increased by over. Read More >>

Buyer Beware: How to Perform Proper Due Diligence

October 25, 2016 Valuation

You think you’ve found it — the right company to buy. You’ve made a bid, signed a letter of intent and have the seller’s financial statements. They look good, but is the seller telling the whole story? Caveat emptor.. Read More >>

Treasury Issues Final Guidance on Section 385 Earnings Stripping Regulations

October 19, 2016 Tax Advisor

  The U.S. Department of the Treasury and IRS have issued final and additional temporary regulations (Section 385 Final regulations) providing guidance on the treatment of related party debt. These regulations restrict the ability of corporations to strip income. Read More >>