Shelley Mattaliano Named New Managing Partner at BGBC Advisory
We are pleased to announce the appointment of Shelley Mattaliano, CPA, as the firm’s new Managing Partner, effective immediately. Shelley, who succeeds Kyle Simmerman, becomes the fourth managing partner in the firm’s distinguished history. This significant milestone marks an exciting new chapter since joining the Springline Advisory platform and their strategic investment in BGBC Advisory…
Celebrating 7 Years of Excellence: BGBC Named Top Workplace Yet Again!
We are thrilled to announce that BGBC has once again been recognized as an IndyStar Top Workplace for the 7th consecutive year! This achievement is a testament to our commitment to fostering a workplace culture centered around our people. In doing so, we prioritize employee engagement, growth and development, and ensuring employees feel valued. With…
Springline Advisory Announces Strategic Investment in BGBC Advisory, LLC
DALLAS, January 25, 2024 — Springline Advisory, a contemporary business advisory platform, is proud to announce its strategic investment in BGBC Advisory, LLC, an accounting and advisory firm based in Indianapolis, renowned for its comprehensive range of services including assurance, tax, and specialized consulting. Kyle Simmerman, Managing Partner at BGBC, expressed his enthusiasm for the…
Pass-Through Entity Tax Election Update
Indiana passed legislation in 2023 that provides a potential Federal tax savings opportunity to Indiana taxpayers who own a pass-through entity filing as an S-Corporation or a Partnership. Starting for the 2022 tax year, business owners were able to take advantage of this opportunity on their businesses’ state tax returns through the Pass-Through Entity Tax…
People First: BGBC Named IndyStar Top Workplaces – 6th Year Running
“They make me feel like I’m a part of something bigger, I’m not seen as a number but as a person with feelings and a life outside of work. They give me the resources to gain knowledge in my field and want to see me grow within and out of the company.” – BGBC Employee…
Indiana Governor signs Tax Savings Bill
Pass Through Entity Tax Election Today Indiana Governor Eric Holcomb signed Senate Bill 2 into law which provides a Federal tax savings opportunity to Indiana taxpayers who own a pass-through entity filing as an S-Corporation or a Partnership. The opportunity is called the Pass Through Entity Tax election (PTET). We were thoroughly engaged in Senate…
BGBC Promotes New Director of Client Accounting Services
The new year starts with an exciting announcement for BGBC CPAs & Advisors, as we celebrate the promotion of our new Director of Client Accounting Services (CAS), Beth McGraw. Beth has been a valued member of the BGBC team for five years. Her leadership skills and dedication to our clients have made a great impact…
BGBC Promotes Newest Partner, David Richardt, CPA
The new year starts with an exciting announcement for BGBC CPAs & Advisors, as we celebrate the promotion of our new Partner, David A. Richardt, CPA. David has distinguished himself through his leadership and has made an impact on our clients and team that is a true testimony to his hard work and dedication…
2022 YEAR-END TAX PLANNING FOR INDIVIDUALS
With rising interest rates, inflation and continuing market volatility, tax planning is as essential as ever for taxpayers looking to manage cash flow while paying the least amount of taxes possible over time. As we approach year end, now is the time for individuals, business owners and family offices to review their 2022 and 2023…