In Memoriam – January 2014

In Memoriam James Sinisi – We offer our sincerest condolences to client Ann Marie Sinisi on the loss of her son. He was taken from us on November 30th in a fatal car crash caused by another driver.  James worked at the law firms of Troutman Sanders as well as Pereira and Sinisi. He was also..

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New CaseLink Web Version Releases January 24th

New Features coming to CaseLink Web on Friday, January 24, 2014   The BMS product team is very excited to announce that CaseLink Web will be upgraded with a new release which includes several enhancements and key features that save you time, improve your efficiency and, most importantly, keep you compliant with UST regulations. In addition to new features and upgraded..

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New CaseLink Office Version Releases this Month

New CaseLink Office Version Releases this Month Includes support for the latest 1099/1096 Tax Forms    A new version of our CaseLink Office software will be released in the coming days and includes specific features to support your ability to print to the newest versions of Forms 1099-INT, 1099-MISC and 1096 issued by the IRS. When you..

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24 Dec 2013
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TrustWorks upgrade coming January 22nd

TrustWorks upgrade coming January 22nd Includes support for latest 1099/1096 Tax Forms   This new version of our TrustWorks software includes specific features to support your ability to print to the newest versions of Forms 1099-INT, 1099-MISC and 1096 issued by the IRS. TrustWorks Online Users: BMS will be performing the upgrade on the evening of Tuesday,..

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24 Dec 2013
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BMS has CaseLink Web clients covered this Tax Season

Trustee Tip: BMS has CaseLink Web clients covered this Tax Season January 21, 2014 Deadline to submit 1099 requests to BMS Each year trustees and other fiduciaries are required to complete Forms 1099-MISC, 1099-INT and 1096 for each estate.  Forms 1099-MISC and 1099-INT are supplied to both the person you paid with estate funds so that..

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It’s Tax Time Again – Generate 1099s through BMS software

Trustee Tip: It’s Tax Time Again – Generate 1099s through BMS software For CaseLink Office and TrustWorks Users Annually, trustees and other fiduciaries are required to complete Forms 1099-Miscellaneous Income, 1099-Interest Income and 1096 for each estate.  Forms 1099-MISC and 1099-INT are supplied to the person you paid with estate funds so that they can report..

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Auditor in CaseLink Web Helps to Prepare you for your Next Audit

Compliance Tip: Tips on Preparing for an Audit Every trustee will go through an audit sometime during their career. There are two types of audits trustees experience throughout their panel appointment, the Field Examination and the Independent Audit (formerly known as the OIG Audit).  Field Examinations are generally performed every two years, with Independent Audits..

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Auditor in CaseLink Office Helps to Prepare you for your Next Audit

Compliance Tip: Auditor in CaseLink Office Helps to Prepare you for your Next Audit Trustees experience two types of audits throughout their panel appointment, the Field Examination and the Independent Audit (formerly known as the OIG Audit).  Field Examinations are generally performed every two years with Independent Audits occurring every four years.  The Field Examination..

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Post Incoming Wire Funds to Balance Ledger in CaseLink Office

Banking Tip: Post Incoming Wire Funds to Balance Ledger in CaseLink Office Wire transactions can be tricky, as incoming wires are actions that you do not initiate through CaseLink Office. Because of this, the credit entry associated with an incoming wire will not pre-populate into the case ledger. Caselink Office will update the available balance showing you..

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QuikText saves time and keystrokes in CaseLink Office

Product Tip: QuikText saves time and keystrokes in CaseLink Office Do you find yourself typing in the same sentence or paragraph over and over again?  Would you like to find an easier way to do this?  If the answer is yes, then you should start using QuikText in CaseLink Office. QuikText is a macro system..

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