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10.30.24

Building on Success: Leadership Changes at BGM

News

We are excited to announce that Dane Boeckermann, current Principal and President of CPA Services, has been named the new CEO as a result of Cory Parnell’s term coming to...

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2 business people reviewing documents and quarterly graphs
10.29.24

Hot Topic Webinar: Private Equity Investing – Is It for You?

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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A graphic showing the years 2024 and 2025 connected as puzzle blocks
10.28.24

How will the 2025 inflation adjustment numbers affect your year-end tax planning?

Articles
Individual Tax & Planning

The IRS has issued its 2025 inflation adjustment numbers for more than 60 tax provisions in Revenue Procedure 2024-40. Inflation has moderated somewhat this year over last, so many amounts will...

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a couple planning for retirement
10.28.24
Ross Gobel

Creating a Sustainable Withdrawal Plan for Your Retirement

Blog
Retirement 401k
Wealth Management

The opinion of the author is subject to change without notice and must be considered in conjunction with relevant regulation, as well as subsequent changes in the marketplace. Any information...

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A graphic showing the word value spelled out with blocks
10.24.24

Meet BGM’s New Partner, SealedBid: Maximizing Value in an M&A Transaction

Webinar
Event
Advisory

Presenters: Cory Parnell, CEO at BGM, and Blake Johnson, Director at SealedBid In this webinar, Cory and Blake introduced BGM’s recently announced affiliate SealedBid, a lower mid-market Mergers & Acquisitions...

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A graphic showing wage base increasing from left to right
10.23.24

Employers: In 2025, the Social Security wage base is going up

Articles
Business Owners
Business Tax

As we approach 2025, changes are coming to the Social Security wage base. The Social Security Administration recently announced that the wage base for computing Social Security tax will increase...

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10.10.24
Spencer Davies, CFP®

Digital Security 101: Protect Yourself

Blog
Families
Retirees
Young Inheritors
Wealth Management

The opinion of the author is subject to change without notice and must be considered in conjunction with relevant regulation, as well as subsequent changes in the marketplace. Any information...

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A home in Minnesota
10.10.24
John Barghini, CPA, MBT

Minnesota Property Tax Refund and Certificates of Rent Paid Changes for 2024: What Homeowners and Landlords Need to Know

Blog
Individual Tax & Planning

Property Tax Refund Changes In May 2024, Minnesota passed a tax law that enhances benefits to homeowners and renters’ property tax refund program. As we discussed in a previously published...

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A cannabis plant unharvested
10.08.24
Jacob Irving, J.D.

Seeding the Industry: Minnesota’s Office of Cannabis Management Continues Rolling Out Adult-Use Licensing

Blog
Cannabis

This week, the Minnesota Office of Cannabis Management announced that they are still processing the 1,817 social equity adult-use Cannabis licensing applications received by the Office in August. The previous...

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2 business people reviewing documents and quarterly graphs
10.01.24

Hot Topic Webinar: Quarterly Economic Update

Event
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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“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.