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Advanced Markets

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.

FREE DOWNLOAD

2023 Tax
Reference Guide

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:

Federal Income Tax Brackets, Rates, and Standard Deductions Federal Income Tax Brackets, Rates, and Standard Deductions
Federal Estate and Gift Tax Exemptions and Rates Federal Estate and Gift Tax Exemptions and Rates
States with Estate and Inheritance Taxes States with Estate and Inheritance Taxes
Income Limits of Education Incentives Income Limits of Education Incentives
IRA, Roth IRA, and Qualified Plan Limits and Phase Outs IRA, Roth IRA, and Qualified Plan Limits and Phase Outs
Social Security Retirement Benefits and FICA Tax Rates Social Security Retirement Benefits and FICA Tax Rates
Uniform Lifetime Table for Required Minimum Distributions Uniform Lifetime Table for Required Minimum Distributions
Long Term Care Deduction Limits for S Corp and LLC Owners Long Term Care Deduction Limits for S Corp and LLC Owners
Business Income Taxes for C Corps, S Corps, and LLCs  Business Income Taxes for C Corps, S Corps, and LLCs
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