Uncategorized

09.25.24

IT strategy showdown: Enterprise architecture vs. Agile

Articles
IT
Business Owners
Technology

Few, if any, companies can operate successfully today without the right information technology (IT) strategy. And as businesses grow, their IT needs and infrastructures become even more complex and costly. This...

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09.24.24

Make year-end tax planning moves before it’s too late!

Articles
Individual Tax & Planning

With the arrival of fall, it’s an ideal time to begin implementing strategies that could reduce your tax burden for both this year and next. One of the first planning...

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09.23.24
Jake Thibault

ISOs vs. NSOs: Which Are Better?

Blog
Team Members
Individual Tax & Planning
Wealth Management

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...

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09.23.24

2024 Q4 tax calendar: Key deadlines for businesses and other employers

Articles
Business Owners
Business Tax

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

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09.18.24

Businesses must stay on guard against invoice fraud

Articles
Business Owners
Advisory

Fraud is a pernicious problem for companies of all shapes and sizes. One broad type of crime that seems to be thriving as of late is invoice fraud. In the...

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09.17.24

Is your home office a tax haven? Here are the rules for deductions

Articles
Business Owners
Individual Tax & Planning

Working from home has become increasingly common. The U.S. Bureau of Labor Statistics (BLS) reports that about one out of five workers conducts business from home for pay. The numbers...

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09.15.24

August Market Review

Articles
Market Review

Sources  1. FactSet Earnings Insight as of August 16, 2024. 2. FactSet. BLS. As of August 31, 2024. 3. Federal Reserve Chair Jerome Powell, August 23, 2024. https://www.federalreserve.gov/newsevents.htm This report...

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09.12.24

Building a Financial Roadmap: Effective Budgeting & Forward-Looking Strategies

Webinar
Business Owners
Advisory
Outsourced Accounting

Presenters: Cory Parnell, Brian Stueve, and Patrick Wheeler In this webinar, Cory Parnell, CPA, Principal and CEO, Brian Stueve, CPA, Principal, and Patrick Wheeler, CPA, Principal, explored the critical aspects...

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09.10.24
Cory M. Parnell, CPA

Navigating the Latest IRS Update on Employee Retention Credit Claims

Blog
Business Owners
Business Tax

The IRS recently announced significant progress in processing Employee Retention Credit (ERC) claims, and this move has caught the attention of many business owners. As the IRS accelerates its work...

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09.10.24

BGM Expands Its Footprint with New Office in Eagle Mountain, Utah

News

BGM is pleased to announce the opening of our new office in Eagle Mountain, Utah, marking a significant step in our firm’s strategic growth and commitment to providing exceptional service...

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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.