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This article covers several of the most impactful year-end strategies available to high earners, from income deferral and loss harvesting to charitable giving and estate planning moves.
Walk away with a clear read on your organization’s financial health, a shortlist of the risks worth watching, and a checklist your teams can rally around before year-end decisions lock in.
For many organizations, outsourced accounting is the answer, but the quality of that arrangement depends entirely on who you choose and what you know going in.
This article covers several of the most impactful year-end strategies available to high earners, from income deferral and loss harvesting to charitable giving and estate planning moves.
July 16, 2026
For many organizations, outsourced accounting is the answer, but the quality of that arrangement depends entirely on who you choose and what you know going in.
July 15, 2026
For many organizations, outsourced accounting is the answer, but the quality of that arrangement depends entirely on who you choose and what you know going in.
July 15, 2026
Walk away with a clear read on your organization’s financial health, a shortlist of the risks worth watching, and a checklist your teams can rally around before year-end decisions lock in.
August 11, 2026
The issues that derail Q4 planning are usually visible months earlier, and mid-year is the window to find them before filing season pressure builds.
July 30, 2026
The threats targeting organizations like yours aren’t slowing down, and without a clear picture of what’s coming, the risks you overlook today could become the incidents you’re responding to tomorrow.
May 7, 2026
Join BPM’s Sage Future networking event in San Francisco for drinks, insights, and conversations with finance and operations leaders after Sage Future.
April 29, 2026
Bring Your Crew. We’ve Got the Tab. Headed to CONEXPO? Wrap up a day of show floor buzz, and unwind …
March 5, 2026
Profiling the Visionary CFO: Finance in an AI World Join BPM, Century Group, and Mercer at the next Bay Area …
October 22, 2025
Whether you’re preparing for an IPO, navigating public company compliance, or positioning for an exit, BPM offers the full range of capabilities to support life sciences companies at every stage.
July 13, 2026
A San Francisco-based digital advertising startup had a genuinely innovative idea: connect influencers with app developers, track impressions and conversions at scale, and take a slice of the revenue generated.
June 9, 2026
BPM’s HR Consulting team worked with a private regional university to strengthen their HR operations.
April 17, 2026
Download the e-book, “The HR & payroll transformation guide” for strategic insights on optimizing your HR operations and creating a roadmap for sustainable growth.
June 30, 2025
Selling your business can be complex and high-stakes. This guide offers professional insights to help you prepare, plan your timeline, and protect your business’s value.
June 23, 2025
Download the e-book, “Maximizing your NetSuite Investment” for insights Implementation approaches and operational benefits for scaling companies. Business leaders know …
April 25, 2025