Uncategorized

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...

In this webinar, Cory Parnell, Principal at BGM, Coefficient Advisors Managing Partner and Business Growth Strategy, Leary Gates, and Sales Strategy, John Moroney, discussed how to combat a business’s growth...

The Tax Cuts and Jobs Act (TCJA) significantly limited the types of theft losses that are deductible on federal income taxes. But a recent “advice memo” (CCA 202511015) from the IRS’s...

Many business owners take an informal approach to controlling costs, tackling the issue only when it becomes an obvious problem. A better way to handle it is through proactive, systematic...

Key Takeaway: Financial success often comes at a cost that doesn’t show up on a spreadsheet—missed moments, strained relationships, and personal well-being left behind in the pursuit of “enough.” It’s...

Today’s companies have several kinds of tax-advantaged accounts or arrangements they can sponsor to help employees pay eligible medical expenses. One of them is a Health Reimbursement Arrangement (HRA). Under an...

During this webinar, estate planning professionals Rachel M. Dahl, Partner at DeWitt LLP, Leonetta Rence, Vice President and Senior Trust Officer at Cornerstone Private Asset Trust Company, and Michael Andrews,...

In this webinar, cannabis industry professionals Cory Parnell, CPA, Principal at BGM, and Marijuana Policy Project Director of State Policies, Karen O’Keefe,  and Southeast Legislative Manager Kevin Caldwell discussed recent legislative...

During this timely webinar, Robert Silverman, Founding Partner, and David Murphy, Partner, at Grunfeld Desiderio Lebowitz Silverman & Klestadt LLP discussed with Cory Parnell, Principal at BGM, the tariffs by...

As a late-stage startup employee or founder, having most of your wealth tied to company stock presents both tremendous opportunity and significant risk. While your equity may represent years of...