In this article, we highlight two recent financial modeling projects performed by BPS for clients, including functionality added to provide management with the information to achieve its specific goals. Example 1: Potential Acquisition A client (the “Buyer”) was considering a strategic acquisition of a similar company in a different geographic market (the “Target”). To help…

The Setting Every Community Up for Retirement Enhancement (SECURE) Act of 2019 was created for employer-sponsored retirement plans to encourage more Americans to save for their future. As of December 29, 2022, the SECURE 2.0 Act provisions do even more to help increase the ability of Americans to save for retirement. Below are a few…

Ross Cooper – Tax Associate Ross was born in Greenwood and moved to Columbia after he graduated from Lander University to work as a motor fuel tax auditor at the SCDOR. In college, he started a small chess club that he ran until he graduated. In his free time, Ross loves to hike and fish….

We are pleased to announce that one of our Tax Seniors, Parker Roberson, became an officially licensed CPA effective January 3, 2023. Congratulations on your accomplishment! Effective January 1, 2023, Jessica Yohe, CPA, CFE, was accepted onto the Editorial Advisory Committee for the Association of Certified Fraud Examiner’s Fraud Magazine. She’ll be reviewing the latest…