Uncategorized

an analog clock, a coffee mug, and glasses
01.31.23
Dane J. Boeckermann, CPA

Year-End Accounting Checklist: 10 Things to Cross off Your List

Blog
Families
Executives
Business Owners
Advisory
Audit & Assurance
Outsourced Accounting

Before 2022 ends, you should square away several accounting tasks. Your accounting books should be organized, up-to-date, and ready to transition into a new year. To prepare for 2023, follow...

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01.23.23

Forms W-2 and 1099-NEC are due to be filed soon

Articles
Business Owners
Business Tax
Individual Tax & Planning

With the 2023 filing season deadline drawing near, be aware that the deadline for businesses to file information returns for hired workers is even closer. By January 31, 2023, employers must...

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01.16.23

How the new SECURE 2.0 law may affect your business

Articles
Business Owners
Business Tax
Retirement 401k

If your small business has a retirement plan, and even if it doesn’t, you may see changes and benefits from a new law. The Setting Every Community Up for Retirement...

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a business professional and a CPA shaking hands
01.10.23
Dane J. Boeckermann, CPA

Different Types of Buyers When You’re Selling Your Business

Blog
Business Owners
Advisory

There are many reasons you may be looking to sell your business, from retiring to making a life change. You’ll need to know the different kinds of potential business buyers in the...

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01.10.23

Tax-wise ways to save for college

Articles
Families
Individual Tax & Planning

If you’re a parent or grandparent with college-bound children, you may want to save to fund future education costs. Here are several approaches to take maximum advantage of the tax-favored...

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01.09.23

Employers should be wary of ERC claims that are too good to be true

Articles
Business Owners
Business Tax

The Employee Retention Credit (ERC) was a valuable tax credit that helped employers that kept workers on staff during the height of the COVID-19 pandemic. While the credit is no...

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a phone showing a security app switched on
01.04.23
Cory M. Parnell, CPA

Send Sensitive Information Through BGM’s Secure Portals, Not in Email or Text Message

Blog
Business Owners
Executives
Families
Advisory
Outsourced Accounting
Business Tax
Family Office
Individual Tax & Planning

Email and text messages are the most common communication in today’s digital world, which we use for personal and business. While sending sensitive data by email or text message is...

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01.03.23

The standard business mileage rate is going up in 2023

Articles
Business Owners
Business Tax

Although the national price of gas is a bit lower than it was a year ago, the optional standard mileage rate used to calculate the deductible cost of operating an...

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12.23.22

Boeckermann Grafstrom & Mayer Promotes Kurt Dingmann to Principal

News

Boeckermann Grafstrom & Mayer (BGM) is pleased to announce that Kurt Dingmann, CPA, has been promoted to Principal. “We congratulate Kurt on this well-deserved promotion,” said Dane Boeckermann, President and...

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12.21.22

Inbound vs. outbound: Balancing your company’s sales strategies

Articles
Business Owners
Executives
Advisory

It might sound like the lingo of air traffic controllers — inbound vs. outbound. But businesses of all types must grapple with these concepts and their associated challenges when developing...

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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.