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During this webinar, estate planning professionals Rachel M. Dahl, Partner at DeWitt LLP, Leonetta Rence, Vice President and Senior Trust Officer at Cornerstone Private Asset Trust Company, and Michael Andrews,...

In this webinar, cannabis industry professionals Cory Parnell, CPA, Principal at BGM, and Marijuana Policy Project Director of State Policies, Karen O’Keefe,  and Southeast Legislative Manager Kevin Caldwell discussed recent legislative...

During this timely webinar, Robert Silverman, Founding Partner, and David Murphy, Partner, at Grunfeld Desiderio Lebowitz Silverman & Klestadt LLP discussed with Cory Parnell, Principal at BGM, the tariffs by...

As a late-stage startup employee or founder, having most of your wealth tied to company stock presents both tremendous opportunity and significant risk. While your equity may represent years of...

Tuesday, April 15 is the deadline for filing your 2024 tax return. But another tax deadline is coming up the same day, and it’s essential for certain taxpayers. It’s the...

Key Takeaway: You built your business with strategy, sacrifice, and stamina—but transitioning it requires a different kind of discipline. Whether you’re eyeing family members or key employees, the earlier you...

This presentation is offered for educational purposes only and should not be considered a comprehensive review or analysis of the topics discussed today. These materials are not a substitute for...

When we prepare your tax return, we’ll check one of the following filing statuses: single, married filing jointly, married filing separately, head of household or qualifying widow(er). Only some people...

For cannabis business owners and investors, the IRS tax code provision Section 280E has long been a major obstacle. This law prevents businesses that “traffic” in controlled substances from deducting...

There are some nice tax breaks for transportation-related employee fringe benefits. If your employer offers these tax-favored fringes, you should probably take advantage of them by signing up. Here’s a...