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02.11.25

Financial relief for families: The benefits of the Child Tax Credit

Articles
Families
Individual Tax & Planning

The Child Tax Credit (CTC) has long been a valuable tax break for families with qualifying children. Whether you’re new to claiming the credit or you’ve benefited from it for...

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02.11.25
Aaron Stolz

Financial Considerations for Entering New Cannabis Markets

Blog
Cannabis

Author: Aaron Stolz, Senior Accountant, BGM  As the cannabis industry continues to grow across the United States, new markets present opportunities for entrepreneurs and businesses looking to capitalize on this...

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02.10.25

Hot Topic Webinar: Tax Planning for Investments & Retirement

Webinar
Individual Tax & Planning
Retirement 401k
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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02.10.25

Questions about taxes and tips? Here are some answers for employers

Articles
Business Owners
Business Tax

Businesses in certain industries employ service workers who receive tips as a large part of their compensation. These businesses include restaurants, hotels and salons. Compliance with federal and state tax...

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02.10.25
Jake Thibault, CFP®

Planning for Liquidity Events: What to Do After Major Funding Round or Exit

Blog
Business Owners

The U.S Open of Entrepreneurial Success A major liquidity event represents a pivotal moment for any founder, entrepreneur, or early employee. Whether through a successful funding round or company exit,...

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02.06.25

President Trump’s tax plan: What proposals are being discussed in Washington?

Articles
Business Tax
Individual Tax & Planning

President Trump and the Republican Congress plan to act swiftly to make broad changes to the United States — including its federal tax system. Congress is already working on legislation...

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02.05.25

D&O insurance may be worth considering for some companies

Articles
Business Owners
Advisory

Strong leadership is essential to running a successful business. However, as perhaps you’ve experienced, playing the role of a strong leader can force you to make tough decisions that expose...

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02.04.25

Taming the tax tangle if you’re retiring soon

Articles
Retirees
Retirement 401k

Retirement is often viewed as an opportunity to travel, spend time with family or simply enjoy the fruits of a long career. Yet the transition may bring a tangle of...

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02.03.25

Many business tax limits have increased in 2025

A variety of tax-related limits that affect businesses are indexed annually based on inflation. Many have increased for 2025, but with inflation cooling, the increases aren’t as great as they...

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01.30.25
Spencer Davies, CFP®

Avoiding Common Mistakes When Selling Your Business

Blog
Business Owners
Advisory

Did you know that 80% of businesses listed for sale never actually sell? Many owners enter the process unprepared, leading to financial losses, drawn-out negotiations, and even regret. Establishing a...

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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.