Uncategorized

A financial advisory reviewing stock market charts on a computer screen
07.25.24
Jake Thibault, CFP®

An Introduction to Restricted Stock Units (RSUs): What Employees Need to Know

Blog
Team Members
Wealth Management

Publicly traded and private companies often share a portion of the success with employees through equity compensation. One common method is called restricted stock units (RSUs). These can be an...

Read More
A graphic showing a lightbulb with an abstract form coming out of it showing innovations growing
07.24.24

Strategic planning for businesses needs to include innovation

Articles
Business Owners
Advisory

When the leadership teams of many companies engage in strategic planning, they may be inclined to play it safe. And that’s understandable; sticking to strengths and slow, measured growth are...

Read More
Finance professionals shaking hands over documents
07.23.24

BGM Welcomes SealedBid to their Organization

News

BGM, a nationally recognized top 200 accounting and advisory firm, is excited to announce the addition of SealedBid, a specialized lower mid-market mergers and acquisitions (M&A) firm based in Minneapolis,...

Read More
A retiree enjoying a nice day
07.23.24
Jon T. Meyer, CFP®

Retirement Candy: Sweet Temptations That Lead to Hard Crashes

Blog
Retirement 401k
Wealth Management

Key Takeaway: Strategy should always take precedence over tactics. This is especially true with all the investment solutions being touted as the answer to people’s main fear: losing money. However,...

Read More
a graphic showing the word taxes
07.08.24

Be aware of the tax consequences of selling business property

Articles
Business Owners
Business Tax

If you’re selling property used in your trade or business, you should understand the tax implications. There are many complex rules that can potentially apply. To simplify this discussion, let’s...

Read More
2 business people reviewing documents and quarterly graphs
06.28.24

Hot Topic Webinar: Q3 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...

Read More
A professional looking stressed while reviewing documents on his computer
06.26.24
Jon T. Meyer, CFP®

Five Trivial Mistakes with Large Impact Busy Business Owners Make

Blog
Business Owners
Wealth Management

Key Takeaway: It is easy to neglect your personal finances when focusing on building a business. The trivialities of life just get in the way. But the impact of those...

Read More
a graphic showing the Q3 2024 Tax Calendar
06.25.24

2024 Q3 tax calendar: Key deadlines for businesses & other employers

Articles
Business Owners
Business Tax

Here are some of the key tax-related deadlines affecting businesses and other employers during the third quarter of 2024. Keep in mind that this list isn’t all-inclusive, so there may...

Read More
A graphic showing the Minneapolis skyline with the StarTribune top 200 workplaces 2024 logo
06.24.24

BGM named in “Star Tribune’s 2024 Top Workplaces” List

News

BGM is pleased to announce that the Firm has been named a 2024 Top Workplace by the Star Tribune! Top Workplace award recipients are determined by employee feedback from a...

Read More
Social security cards sitting on top of a 100-dollar bill
06.18.24

Social Security tax update: How high can it go?

Articles
Individual Tax & Planning
Retirement 401k

Employees, self-employed individuals and employers all pay Social Security tax, and the amounts can get bigger every year. And yet, many people don’t fully understand the Social Security tax they...

Read More

“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.