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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...

As a financial professional with years of experience planning for clients’ next stage of life, I have witnessed the many questions people struggle with when they prepare to retire. “What...

More Money, More Problems? Consider Family Office Services. More money, more problems isn’t just an allusion to a chart-topping 90s hit song. Affluent families and individuals can, in fact, run...

A strong brand can help boost revenue, while a weaker one may reduce sales opportunities and stifle growth. Like many business owners, you’ve probably spent considerable time and energy crafting...

In case you missed it, we hosted a webinar on “Beneficial Ownership Information (BOI) Filing” on Tuesday, August 27, presented by Cory Parnell, CPA, Principal of BGM. During the webinar,...

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...

Small Cap Equities Heat Up in July Falling Rates and Softer Inflation Contribute to a Reversal in Market Leadership  July 2024 Key Observations Softer inflation data released in July pushed...

Your businesses may have a choice between using the cash or accrual method of accounting for tax purposes. The cash method often provides significant tax benefits for those that qualify....

Many businesses have established employee assistance programs (EAPs) to help their workforces deal with the mental health, substance abuse and financial challenges that have become so widely recognized in modern...

How to Gift Assets to Family Members and Charities in a Tax-Efficient Manner When it comes to managing substantial wealth, an important strategy to consider is gifting. While this can...