Light Up Case Details by Being Your Own Detective

You don’t need to climb down debtors’ chimneys to discover important case-related details; brush off your detective skills this season to light up information such as names of family members or other contacts, and even possible unreported assets! BMS clients Steve Bridgett (assistant to Delaware Trustee Jeoffrey Burtch) and Christopher Williams (assistant to Washington Trustee Kathryn Ellis) presented the topic, “Conducting Searches..

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Clean Up Professionals & Be Merry with Easier 1099 Filing

This season, give yourself the gift of easier 1099 filing by cleaning up professionals in your software before the start of the new year! Besides lightening next month’s load, it’s always a good idea to clean up your professionals list as part of your end-of-year housekeeping tasks to provide a clean slate for the new..

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Scrumptious Tips for More Effective Google Searches to Discover Assets

Like plates of food on a Thanksgiving table, the Web is so completely covered in information that it can be hard to find the sweet morsels you are looking for – such as missing or unreported assets. However, if you know how to look – like with advanced Google search techniques – you can often find..

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BMS Vault Makes Bank Statement Review Easy as Pie

Since its nationwide debut for all UST districts in September 2017, BMS Vault has completely revolutionized how UST Personnel access Trustee bank statements. Gone are the days of tediously printing all of your monthly bank statements to send along with your TFRs or TDRs – your UST reviewer now has electronic access to your statements..

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Thank Yourself by Sending Tax Intercept Letters to the IRS Early

Asset cases are certainly something to be thankful for, and a sizeable tax refund can often impact whether you have an Asset or No Asset case. So, send tax intercept letters to the IRS earlier rather than later so you can get what is entitled to the estate before it is all spent.  Learn more..

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Don’t be Afraid to Look! Find Potential Assets Online

Shine a light into potential assets for your estates by searching online! There are many places to search for assets on the Web—and not just in its shadowy corners. BMS clients Steve Bridgett (assistant to Trustee, Jeoffrey Burtch, in Delaware) and Christopher Williams (assistant to Trustee, Kathryn Ellis, in Washington) presented the topic, “Conducting Searches in..

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Live Training Webinars – September 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: Tasks CaseLink²  Users: Tues, September 5th, 2017 2:00 pm ET/11:00 am PT (30 minutes) > Enroll here Join this session to learn all about setting and completing tasks in CaseLink². We..

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Recent Rulings: Goods “Received” Upon Physical Possession

According to a recent ruling by the U.S. Court of Appeals for the Third Circuit, goods provided to debtors by trade creditors are counted as “received” upon physical possession by the debtor – not when the goods are first shipped or in transit. This ruling further defines Section 503(b)(9) of the Bankruptcy Code, which gives..

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Your Travel Guide to 341(a) Meeting Preparation

Buckle up! The BMS University train is on its way and we’re trekking through 341(a) Meeting preparation. On this short trip, you’ll learn what to focus on while preparing for your meetings, and also what to look for while reviewing the petition including schedules, SOFA, and more. And away we go! What to Look For..

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Treading Water? Run a Projected Surplus to Debtor Report

Treading water on a case while waiting for additional funds to come in? Make headway by running a projected Surplus to Debtor report in CaseLink! With this report, you can determine if the debtor will likely get money back, if claimants will receive interest, and if there will be any reduction in trustee commission based..

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