Top 5 Tax Tips for Bankruptcy Estates

Contributed by Cheryl Wesler, CPA, Trustee Resource Group The content provided in this article by a third-party is for informational purposes only and is not intended as BMS-provided tax advice. When preparing bankruptcy estate tax returns, it is important to ensure all requirements are met to avoid costly penalties. Review these helpful tips to stay compliant when..

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“A Not So Fresh Start”

By David S. Watkins, Esq., BMS Vice Chairman Emeritus Reprinted with permission from the Fall 2017 issue of the American Bankruptcy Trustee Journal published by the National Association of Bankruptcy Trustees (NABT) “I tell debtors that America, with its huge frontier, was premised and built on the concept of ’fresh start’. An opportunity to begin..

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Live Training Webinars – December 2017

Learn to leverage BMS software solutions and services with exclusive training just for BMS clients. The following is a list of live courses offered this month: Microsoft Excel Advanced All Users: Tues, December 12th, 2017 2:00 pm ET/11:00 am PT (30 minutes) > Enroll here Skipping the basics, we will cover some of the more advanced..

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Year-End Roundup: Your Favorite 2017 Articles

It’s been a great year for BMS and our clients! As the year winds down to a close, we are looking back at the productivity-enhancing articles plus software tips that you found the most useful from our monthly newsletter. Below, we’ve compiled a list of your favorite BMS newsletter articles from over this past year. Refresh..

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Trustee’s Practice Merry & Bright with CaseLink²

Trustee David Wadsworth was in the doldrums with his previous vendor’s slow software and support. Now, his practice is merry and bright with CaseLink² and sterling support from BMS. Since his appointment to the panel in 2009, Mr. Wadsworth had used another vendor’s desktop-based software for his case administration. But after being persuaded to switch to his vendor’s web-based platform,..

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“Dear Angie”: Shining CaseLink Features to Make Your Tasks Brighter

Welcome to “Dear Angie,” our monthly column featuring BMS Sr. Account Manager, Angela Vitale, answering your bankruptcy and software questions! BMS Account Managers are an extremely valuable resource to your practice with bankruptcy expertise and software know-how, and they are only ever a call or email away. Check out Angie’s latest Q&A below discussing shining..

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Trustee Thankful to Have “Best of Both Worlds” with BMS

Sometimes the longest road out is the shortest road home. For New Jersey Trustee Christine Shubert, switching from BMS to another competitor’s software helped her find her way back to her software home at BMS. Now, she is thankful to be back with the superior software and support from BMS, including CaseLink². Ms. Shubert had..

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Live Training Webinars – November 2017

Learn to leverage BMS software solutions and services with exclusive training just for BMS clients. The following is a list of live courses offered this month: TFR Preparation CaseLink²  Users: Weds, November 8th, 2017 1:00 pm ET/10:00 am PT (30 minutes) > Enroll here Join this session to brush up on everything you need to know to..

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Live Training Webinars – October 2017

Learn to leverage BMS software solutions and services with exclusive training just for BMS clients. The following is a list of live courses offered this month: Tracking Trustee Payments CaseLink²  Users: Tues, October 10th, 2017 1:00 pm ET/10:00 am PT (30 minutes) > Enroll here Join this session to learn all about the Batch Fee Update system..

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Washington Trustee Spooked by Former Vendor’s Software, Switches to BMS

Chapter 7 Trustee, Charlie Carlson, got spooked when his former vendor’s software turned unreliable – and even more so when their customer service went downhill. After switching to BMS, his practice is bubbling along thanks to CaseLink² and the excellent support he has received. Since his appointment to the panel in 2003, things had been..

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