Uncategorized

03.11.25

How Research Shapes Cannabis Market Trends

Webinar
Cannabis

In this webinar, Cory Parnell, Principal, BGM and Sasha Kalcheff-Korn, Executive Director, Realm of Caring discussed the critical role research plays in shaping market trends. As cannabis businesses strive to...

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03.10.25

February Market Review

Articles
Market Review
Wealth Management

Growth Scare Hits Risk Assets High Valuations Come with High Expectations. U.S. Equity Markets Step Back on Growth Concerns. February 2025 Key Observations Growth Scare Hits Risk Assets: Weaker economic...

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03.10.25

Exploring business entities: Is an S corporation the right choice?

Articles
Business Owners
Business Tax

Are you starting a business with partners and deciding on the right entity? An S corporation might be the best choice for your new venture. One benefit of an S corporation One...

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03.10.25
Jake Thibault, CFP®

Navigating Stock Options: Strategic Timing for Founders & Employees Facing a Liquidity Event

Blog
Wealth Management

My interest in Formula 1 recently sparked back up, just in time for the 2025 season kickoff on March 16th. What fascinates me most is how teams navigate each Grand...

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03.10.25
Spencer Davies, CFP®

Crafting the Perfect Exit Strategy: Key Steps for Business Owners

Blog
Business Owners
Advisory

I’ve met many business owners who poured decades into growing their companies but treated their exit strategy as an afterthought. They assume that when the time comes, selling will be...

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03.07.25

Hot Topic Webinar: Longevity Planning for a Fulfilling Future

Webinar
Wealth Management

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...

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03.05.25

Choosing the right sales compensation model for your business

Articles
Business Owners
Advisory

A strong sales team is the driving force of most small to midsize businesses. Strong revenue streams are hard to come by without skilled and engaged salespeople. But what motivates...

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Cupped hands offering a ball of cash.
03.04.25

The 2024 gift tax return deadline is coming up soon

Articles
Families
Estate and Trust

If you made significant gifts to your children, grandchildren or other heirs last year, it’s important to determine whether you’re required to file a 2024 gift tax return. And in...

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03.03.25

Ways to manage the limit on the business interest expense deduction

Articles
Business Owners
Business Tax

Prior to the enactment of the Tax Cuts and Jobs Act (TCJA), businesses were able to claim a tax deduction for most business-related interest expense. The TCJA created Section 163(j),...

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02.26.25

5 steps to creating a pay transparency strategy

Articles
Business Owners
Advisory

Today’s job seekers and employees have grown accustomed to having an incredible amount of information at their fingertips. As a result, many businesses find that failing to adequately disclose certain...

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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.