Brett Hess - Business Management Company

How Your Business Can Use AI to Strengthen Customer Service

October 6, 2026 / by Brett Hess / Uncategorized

These days, customers expect fast and personalized service and support from the businesses they patronize. AI can help you meet their high expectations without overburdening your employees. But as in other contexts, AI in customer service is usually only as effective as how it’s trained and used. To improve responsiveness and give employees more time […]

Consider an Installment Sale to Optimize Taxes When Selling Your Business

October 5, 2026 / by Brett Hess / Tax

Over the years, you’ve invested blood, sweat and tears into building a successful small business. Now it’s time to sell and move on to the next chapter of your life. What are the tax implications of selling — and how can you reduce or defer your taxes? One possible solution is an installment sale. How […]

Embracing Change this October

October 2, 2026 / by Brett Hess / Uncategorized

This month, BMC is focusing on the importance of embracing change. Change is inevitable. The world around us is constantly evolving through new technology, shifting expectations, and new opportunities for growth. What matters most is how we respond. While the tools we use may change, the values that guide us remain the same. Integrity, trust, […]

A Small Business Primer On Expense Deductions

September 24, 2026 / by Brett Hess / Small Business

Whether your small business is new or you’ve run it for decades, you may not fully understand which expenses are potentially tax-deductible and which aren’t. After all, that’s why you have a tax advisor! But it’s worth keeping up with tax law because your daily decisions could significantly reduce your business’s taxable income — and […]

Maintaining Customer Relationships After an Acquisition

September 14, 2026 / by Brett Hess / Uncategorized

When a business is acquired, its customers don’t necessarily transfer their loyalty to the buyer. Customers may worry about future pricing, service, product quality and whether the business’s new owner understands what they value. If their concerns go unanswered, competitors may see and exploit an opening. If you’re anticipating making an acquisition, plan how you’ll […]

Be Tax-Smart With Your Mutual Fund Investments

August 28, 2026 / by Brett Hess / Tax

Mutual funds offer an easy way to invest in a diversified portfolio compared to buying individual stocks and bonds. But the tax treatment of mutual funds isn’t so simple. How are mutual funds taxed? If you sell appreciated mutual fund shares, the resulting profit will be taxable. If you’ve held the shares for one year […]

Before You Spend Lottery, Gambling or Other Winnings, Understand the Tax Rules

August 27, 2026 / by Brett Hess / Uncategorized

It’s easy to focus on the excitement of a big win. But federal tax law generally treats lottery prizes, gambling winnings and other awards as taxable income. Knowing the basic rules can help you avoid surprises when you file your 2026 return next year. Lottery prizes Of course, the chances of winning big in the […]

Potential FBAR Filing Requirement – Deadline October 15

August 26, 2026 / by Brett Hess / Deadlines

Dear Client, We wanted to send a friendly reminder that you may have an FBAR filing requirement if you, your business, or a related entity held foreign financial accounts during the year. An FBAR (Foreign Bank Account Report, FinCEN Form 114) may be required if the combined value of all foreign financial accounts exceeded $10,000 […]

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