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an indoor photo of cannabis growing in a greenhouse
03.18.25

Does 280E Still Apply? Breaking Down Cannabis Taxation and Rescheduling

Blog
Cannabis

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...

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A businesswoman riding a train
03.11.25

Riding the tax break train: Maximizing employee transportation fringe benefits

Articles
Individual Tax & Planning

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...

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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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“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.