Articles & Publications

Dear Clients, Friends, and Community Partners: The pace of change in today’s business environment has not slowed; it has accelerated. Legislative developments, shifting federal policy, evolving tariff frameworks, and continued regulatory complexity have reshaped planning assumptions for organizations across. Read More >>

How to Reduce Surprises, Improve Credibility, and Protect Deal Value For founder-owned and closely held companies, a private equity sale process is often the first time financial reporting is tested under true outside scrutiny. Even when results are strong,. Read More >>

New Team Members We’re excited to welcome the following professionals to our BMF team: Bershann Bounds joins our Audit group as a Senior Accountant. She brings over four years of public accounting experience from a large national firm. Bershann. Read More >>

As we move through 2026, retirement planning continues to evolve—especially with several key provisions of the SECURE 2.0 Act now fully in effect. Whether you’re an employee, business owner, or high-income individual, understanding the deadlines, new opportunities, and planning. Read More >>

How Preparation Improves Audit Efficiency, Timelines, and Outcomes Year-end audits don’t have to feel stressful, disruptive, or time-consuming. Organizations that approach the audit process with preparation and structure often experience smoother fieldwork, faster completion, and fewer last-minute issues. Audit. Read More >>

The rise of mobile and remote workforces has fundamentally changed the landscape of employment tax compliance in the United States. Employers must now navigate a complex web of state tax rules that govern income tax withholding and reporting obligations. Read More >>

All enterprises face external pressures, and those that respond with agility are often best positioned for long-term success. For private companies, it is increasingly important to convert emerging developments into strategic opportunities. This year, such opportunities have been particularly. Read More >>

As the end of the year approaches, now is the perfect opportunity to assess your financial strategies and implement effective year-end tax planning. With the recent passage of the One Big Beautiful Bill (OBBBA), it is especially important to. Read More >>

New Team Members We’re excited to welcome the following professionals to our BMF Team: Jacob Stewart, CPA, joins our Audit group as a Senior Accountant. He brings over four years of audit experience from a national firm, serving clients. Read More >>

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 >>