Articles & Publications

Qualified Small Business Stock (QSBS) is a powerful but often overlooked tax incentive for founders, early employees, and investors in high-growth companies. With the passage of the One Big Beautiful Bill Act (OBBBA) in 2025, the rules surrounding QSBS. Read More >>

Note: This article was originally published on August 20, 2025, and updated on September 29, 2025, to reflect new guidance. With the March 25, 2025, signing of Executive Order 14247 — Modernizing Payments to and From America’s Bank Account — the federal. Read More >>

The One Big Beautiful Bill Act (OBBBA), signed into law on July 4, 2025, introduces new federal income tax deductions for eligible employee overtime pay and tips. This legislation, which applies to tax years beginning in 2025,  requires employers. Read More >>

In a recent U.S. Tax Court case, WT Art Partnership LP, Lonicera LLC, Tax Matters Partner v. Commissioner of Internal Revenue, the court provided important guidance on what constitutes a “qualified appraisal” for charitable art donations and the potential. Read More >>

New Team Members We are excited to announce and welcome the following to our BMF team: Justin Barta joins us as a Staff Accountant in our tax department. Justin is no stranger to BMF, as he completed his spring. Read More >>

With the signing of Amended Substitute House Bill 96 on June 30, 2025, Governor Mike DeWine set in motion a significant tax overhaul affecting income tax, property tax, and sales and use taxes. The new biennial budget for fiscal. Read More >>

In an all-inclusive bill, current lawmakers aimed to reshape the landscape of federal tax policy by introducing a comprehensive piece of legislation referred to as the “One Big Beautiful Bill”. This bill seeks to make several key provisions of. Read More >>

Private equity firms and portfolio companies face unique challenges at each stage of the investment lifecycle, from initial investment evaluation through exit strategy. With increasing regulatory demands, complex tax structures, and evolving market expectations, navigating this landscape requires more. Read More >>

We are proud to announce the promotions of Nathan Lieb and Allison Gill to Partner, effective July 1, 2025. These promotions reflect Nathan and Allison’s outstanding professional achievements, leadership contributions, and unwavering dedication to our clients, team, and firm.. Read More >>

New Associates We are excited to announce and welcome the following additions to our professional staff. Paul Meissner joins BMF as an Assistant Controller in our CAAS group. He brings over 7 years of controllership/corporate accounting experience to the. Read More >>