Articles & Publications

All Posts

Gabriel Partners Valuation Practice Joins Forces with BMF

See article in Crain’s Cleveland Business BMF is pleased to announce that the leadership team from Gabriel Partners Valuation and Corporate Services Practice has joined BMF’s Valuation Advisory Services Practice. Moving to BMF are Zachary Schweda, former Managing Director/Partner. Read More >>

Tax Reform Series#1: Qualified Business Income Deduction

As you are aware, The Tax Cuts and Jobs Act was signed by the President on December 22nd “simplifying” taxes. As you may also be aware, the new tax law is more complex than it appears. We will be. Read More >>

BMF Strengthens Leadership with Promotion of Petersen, Skakun

January 9, 2018 Breaking News and Alerts BMF

BMF is pleased to announce the following promotions within its Northeast Ohio offices. Bryant D. Petersen, MBA, ASA, CFE, to Senior Manager, Business Valuation/Litigation Support Services. Petersen specializes in forensic accounting, economic damage analysis, and business valuation, and has. Read More >>

Ohio’s Tax Amnesty Program: What’s in it for You?

January 3, 2018 Tax Advisor

  Ohio Governor John R. Kasich signed the biennial budget into law on June 30, 2017, enacting legislation to introduce a temporary tax amnesty program that will run from January 1, 2018, through February 15, 2018. Why should you. Read More >>

Tis’ The Season For Gifting: 5 Reasons to Consider Filing a Gift Tax Return

Gift Tax is one of the most misunderstood taxes for individuals. Most people think since they will never exceed the lifetime gift exemption ($5,490,000 for 2017) that they do not need to file a gift tax return, but there. Read More >>

Trump’s Tax Reform: What’s in the Final Version?

On December 19, 2017, with a vote of 227-203, the House passed the final tax reform bill and the Senate followed with a vote of 51-48.  Due to a technicality on the bill, on December 20 the House re-voted. Read More >>

Will Tax Reform Be the Nation’s Gift This Holiday Season?

The Senate passed its “Tax Cuts and Jobs Act” bill in the wee hours of the morning Saturday, December 2nd. Will this be our biggest holiday gift (or a lump of coal) this year? That is yet to be. Read More >>

2017 Year End Tax Planning Moves for Businesses and Individuals

As 2017 starts to wind down, you may want to consider some strategic planning moves that may help lower your tax bill for this year and possibly next. Of course, significantly compounding the planning challenge this year is the. Read More >>

Leveraging Plan Administration while Maintaining Your Fiduciary Responsibility

November 16, 2017 Benefit Plans

Under ERISA, employee benefit plan administrators have complete responsibility for all administrative functions of the plan. This includes everything from selecting service providers and investment management to maintaining accurate minutes that document the decision-making processes. Selecting the third-party administrators. Read More >>

Senate Finance Committee Unveils Tax Reform Plan

  On November 9, the Senate Finance Committee released a draft of its tax reform bill. Although the bill is not expected to pass in its current form, it provides insight into what certain Republican Senators on this committee. Read More >>