Uncategorized

04.30.19

Your Responsibility as a Business Owner in a Cyber World

Newsletter
Business Owners
Technology

Each day, we learn more about the ever-changing landscape of cyber threats and the risks they pose to serving our clients. It is no longer a question of “if” your...

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04.30.19

Business Owners: Are Your Employees Retirement Ready?

Newsletter
Business Owners
Retirement 401k

The retirement plan industry has been using the phrase “Retirement Ready” for a while now, but what does it mean? The definition of Retirement Readiness from Investopedia reads: Retirement Readiness...

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04.25.19

Prepare for the Worst With a Business Turnaround Strategy

Articles
Business Owners
Advisory
Audit & Assurance

Many businesses have a life cycle that, as life cycles tend to do, concludes with a period of decline and failure. Often, the demise of a company is driven by...

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04.23.19

Casualty Loss Deductions: You Can Claim One Only for a Federally Declared Disaster

Articles
Families
Individual Tax & Planning

Unforeseen disasters happen all the time and they may cause damage to your home or personal property. Before the Tax Cuts and Jobs Act, eligible casualty loss victims could claim...

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04.01.19

Understanding How Taxes Factor Into an M&A Transaction

Articles
Business Owners
Business Tax
Advisory

Merger and acquisition activity has been brisk in recent years. If your business is considering merging with or acquiring another business, it’s important to understand how the transaction will be...

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03.27.19

Boeckermann Grafstrom & Mayer Launches Division to Service Professional Athletes and Wealthy Families

News

Minneapolis-St. Paul Business Journal – March 27, 2019 – The Bloomington-based company, which is mainly known as an accounting firm, recently added the division called the Family Office Services Group,...

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03.25.19

Boeckermann Grafstrom & Mayer Launches Family Office Services Group

News

BLOOMINGTON, MN, March 25, 2019 – Boeckermann Grafstrom & Mayer (BGM) announced today that it has officially formed a Family Office Services Group to serve the business and personal needs...

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03.13.19

Five Ways to Give Your Sales Staff the Support They Really Need

Articles
Business Owners
Advisory

“I could sell water to a whale.” Indeed, most salespeople possess an abundance of confidence. One could say it’s a prerequisite for the job. Because of their remarkable self-assurance, sales...

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03.06.19

Using Knowledge Management to Develop Your Succession Plan

Articles
Business Owners
Advisory

As the old saying goes, “Knowledge is power.” This certainly rings true in business, as those who best understand their industries and markets tend to have a knack for staying...

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02.27.19

Careful Tax Planning Required for Incentive Stock Options

Articles
Business Owners
Advisory

Incentive stock options (ISOs) are a popular form of compensation for executives and other employees of corporations. They allow you to buy company stock in the future at a fixed...

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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.