Uncategorized

A photo showing a person harvesting cannabis into a beaker for testing
03.11.25

How Research Shapes Cannabis Market Trends

Webinar
Cannabis

In this webinar, Cory Parnell, Principal, BGM and Sasha Kalcheff-Korn, Executive Director, Realm of Caring discussed the critical role research plays in shaping market trends. As cannabis businesses strive to...

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financial advisors and accountants reviewing financial documents
03.10.25

February Market Review

Articles
Market Review
Wealth Management

Growth Scare Hits Risk Assets High Valuations Come with High Expectations. U.S. Equity Markets Step Back on Growth Concerns. February 2025 Key Observations Growth Scare Hits Risk Assets: Weaker economic...

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A businesswoman working on her laptop with a stock market bar chart showing on a screen beside her
03.10.25
Jake Thibault, CFP®

Navigating Stock Options: Strategic Timing for Founders & Employees Facing a Liquidity Event

Blog
Wealth Management

My interest in Formula 1 recently sparked back up, just in time for the 2025 season kickoff on March 16th. What fascinates me most is how teams navigate each Grand...

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a businesswoman working at her desk next to a laptop
03.07.25

Hot Topic Webinar: Longevity Planning for a Fulfilling Future

Webinar
Wealth Management

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...

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an accountant counting cash and reviewing sales compensation charts for their company
03.05.25

Choosing the right sales compensation model for your business

Articles
Business Owners
Advisory

A strong sales team is the driving force of most small to midsize businesses. Strong revenue streams are hard to come by without skilled and engaged salespeople. But what motivates...

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a graphic showing cash in a jar next to the words Pay Transparency
02.26.25

5 steps to creating a pay transparency strategy

Articles
Business Owners
Advisory

Today’s job seekers and employees have grown accustomed to having an incredible amount of information at their fingertips. As a result, many businesses find that failing to adequately disclose certain...

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A graphic showing the words Standard vs Itemized Deductions on a tablet next to a calulator
02.25.25

Can I itemize deductions on my tax return?

Articles
Individual Tax & Planning

You may wonder if you can claim itemized deductions on your tax return. Perhaps you made charitable contributions and were told in the past they couldn’t be claimed because you...

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two business owners discussing their budget and taxes while reviewing financial documents
02.18.25
Kurt Dingmann, CPA

Budgeting and Tax Planning Tips for 2025

Blog
Individual Tax & Planning
Wealth Management

As we dive into 2025, it’s the perfect time to reassess your financial strategies, especially in budgeting and tax planning. The start of a new year offers a clean slate,...

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A graphic showing a part of a social security card with a jar fileld with cash that has the word retirement on it
02.17.25
Ross Gobel

Maximizing Your Social Security Benefits: Strategies for Pre-Retirees

Blog
Retirement 401k
Wealth Management

Clients often ask when they should start claiming their Social Security benefits. While Social Security payments are generally not our clients’ primary source of retirement income, they are an essential...

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young cannabis sprout grows from coins against a blurry background of nature
02.11.25

Navigating the Challenges of Cannabis Financing in 2025

Webinar
Cannabis

In this webinar, Cory Parnell, CPA, Principal, BGM, and Tripp Murray, Managing Partner, Virentium Advisors gathered for an insightful discussion on navigating the challenges of cannabis financing in 2025. As cannabis...

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“BGM” is the brand name under which BGM CPA, LLC and BGM Group, LLC provide professional services. BGM CPA, LLC and BGM Group, LLC practice as an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable law, regulations, and professional standards. BGM CPA, LLC is a licensed independent CPA firm that provides attest services to its clients, and BGM Group, LLC and its subsidiary entities provide advisory, and business consulting services to their clients. BGM Group, LLC and its subsidiary entities are not licensed CPA firms. The entities falling under the BGM brand are independently owned and are not liable for the services provided by any other entity providing services under the BGM brand. Our use of the terms “our firm” and “we” and “us” and terms of similar import, denote the alternative practice structure conducted by BGM CPA, LLC and BGM Group, LLC.

BGM WEALTH: Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.