Uncategorized

02.21.23

Updated Cannabis Industry Events

Event
Cannabis

Insights from Bridge West CPAs Check out our highlights of the events happening throughout the year, and we will regularly update this listing. Business of Cannabis: NYC Sessions – New...

Read More
02.14.23

Reading the tea leaves: Potential tax legislation in the new Congress

Articles
Business Owners
Business Tax

The 2022 mid-term election has shifted the scales in Washington, D.C., with the Democrats no longer controlling both houses of Congress. While it remains to be seen if — and...

Read More
02.14.23
Calvin P. Shannon, CPA, CVA

The Cannabis Industry and Tax Implications of Entity Structure: Issues to Consider for Cannabis Operators

Blog
Cannabis
Advisory
Business Tax

This CannaBlog is intended to provide some considerations that current and potential license holders should think about as they work with advisors to make entity selection decisions or consider potential...

Read More
02.13.23

Key tax issues in M&A transactions

Blog
Business Owners
Advisory

Merger and acquisition activity dropped dramatically last year due to rising interest rates and a slowing economy. The total value of M&A transactions in North America in 2022 was down...

Read More
line charts for stocks
02.10.23
Calvin P. Shannon, CPA, CVA

What Is an ESOP and When Is it Valuable for Business Owners?

Blog
Business Owners
Advisory

Employee Stock Ownership Plans (ESOPs) can be a helpful tool for companies and business owners alike. For business owners who want to retire, transition out of their business and/or do succession...

Read More
02.02.23

What is Form 1099: Key Details You Need to Know

Blog
Cannabis
Business Tax

What is Form 1099? Form 1099 is an important IRS tax document that all businesses must file when applicable known as an information return, meaning you fill out the form...

Read More
02.02.23

Look to a SWOT analysis to make better HR decisions

Articles
Business Owners
Advisory

Many business owners spend most of their time developing strategic plans, overseeing day-to-day operations and, of course, putting out fires. Yet an underlying source of both opportunity and trouble can...

Read More
inflation banner image
01.31.23
Jon T. Meyer, CFP®

Four Opportunities from Higher Interest Rates and Inflation

Newsletter
Business Owners
Advisory

There are always two sides to every coin. Higher inflation constricts the economy, but what gets missed is that it also resets the economy for the future. The last few...

Read More
a ball of cash being held
01.31.23

Leaving a Legacy of Charitable Giving for Your Children

Blog
Families
Family Office
Trusts

As parents, we want to be an example for our children and show them that doing a good deed is always good. We can involve our children in our causes...

Read More
a team meeting together with laptops while watching a presentation
01.31.23

Too Good to be True? Be Cautious of Improper ERC Providers

Blog
Business Owners
Business Tax

You may have seen the billboards or have received emails stating or guaranteeing that you qualify for a credit of $26,000 per employee over the last several years. These marketing...

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.