Holistic support with a distinguished team.
BSMG is a pioneer in the Advanced Markets field, hiring our first in-house attorney in 1988. Since then, we have built a reputation as a thought leader with over one-hundred technical articles published and educational seminars delivered nationwide. For over 25 years, we’ve worked on some of the largest taxable estates in the country and we are proud to be a leader in this market.
Our Advanced Markets expert, Russell E. Towers, leads our team approach, analyzing your client’s financial position and needs, and offering the best possible solutions. His expertise and essential subject matter articles as well as our tools and fillable fact finders are always available to our advisors.
Learn More: Articles by estate and business planning expert, Russell E. Towers
Russell’s informative articles offer complex ideas in easy to understand terms. He and the BSMG team are always available to join meetings or explain concepts when you need it.
Fillable Fact Finders
The 10th edition of the BSMG Tax Reference Guide is now available for download. The highly anticipated 2023 version of the Guide provides a wealth of tax-related data to help you keep your client’s financial plans on track. The Guide has a wide variety of inflation adjusted tax information in the following categories: