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Browse BGM’s collective financial knowledge across a wide variety of topics and industry specific insights, as well as the most up to date news on our firm. 

Happy smiling mature Indian or Latin business man ceo trader using computer, typing, working in modern office, doing online data market analysis, thinking planning tech strategy looking at laptop.
08.11.25
Spencer Davies, CFP®

The Work-Optional Mindset: Building Financial Resilience in High-Stress Professions

Blog
Executives
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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A document on different types of business formations being read by a small business owner while sitting in office desk.
08.11.25

A tax guide to choosing the right business entity

Articles
Business Owners
Business Tax

One of the most critical decisions entrepreneurs make when starting or restructuring a business is choosing the right entity type. This choice directly impacts how the business is taxed, the...

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Closeup of a senior man's hand calculating bills at home
08.05.25

Hot Topic Webinar: Gearing Up for Retirement

Webinar
Retirees
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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Form 1099-NEC, Nonemployee Compensation, IRS Tax Return Filing Document Close-Up
08.05.25

The New Law Includes a Game-Changer for Business Payment Reporting

Articles
Business Owners
Business Tax

The One, Big Beautiful Bill Act (OBBBA) contains a major overhaul to an outdated IRS requirement. Beginning with payments made in 2026, the new law raises the threshold for information...

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Businesswomen holding green ball globe with ESG icon concepts for Environment, Social, Governance, net zero, carbon neutrality goals, development business sustainable environment concept.
07.30.25

Businesses Can Still Choose to Address Sustainability

Articles
Business Owners
Business Tax

For many years, businesses of all shapes and sizes have at least considered sustainability when running their operations. Many people — including customers, investors, employees and job candidates — care...

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Tax Refund Check with Copy Space Cut Out on White.
07.29.25

What Taxpayers Need to Know About the IRS Ending Paper Checks

Articles
Individual Tax & Planning
Business Tax

The federal government has announced a major change that will affect how numerous Americans receive their tax refunds and federal benefit payments. The U.S. Treasury Department, the IRS and the...

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2 business owners reviewing tax documents and QBI deductions
07.28.25

The QBI Deduction and What’s New in the One, Big, Beautiful Bill Act

Articles
Business Owners
Business Tax

The qualified business income (QBI) deduction, which became effective in 2018, is a significant tax benefit for many business owners. It allows eligible taxpayers to deduct up to 20% of...

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Business owner reviewing financial documents and building equity plan,
07.25.25
Jake Thibault, CFP®

Decoding ISO, NSO, RSU? A Plain English Guide to Your Startup Equity

Blog
Business Owners
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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Solar panels wind turbines installed as renewable energy sources for electricity and power supply. Innovation and technology, environmental friendly energy.
07.25.25

The OBBBA Will Soon Eliminate Certain Clean Energy Tax Incentives

Articles
Business Owners
Business Tax
Individual Tax & Planning

For some time, President Trump and the GOP have had their sights on repealing many of the tax incentives created or enhanced by the Inflation Reduction Act (IRA). With the...

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Parents and their child in a bedroom
07.23.25

What Families Need to Now About the New Tax Law

Articles
Families
Family Office
Individual Tax & Planning

The One, Big, Beautiful Bill Act (OBBBA) has introduced significant tax changes that could affect families across the country. While many of the provisions aim to provide financial relief, the...

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dollar sign and gear graphics on a deck to illustrate assets
07.22.25

The New Law Includes Favorable Changes for Depreciating Eligible Assets

Articles
Business Owners
Business Tax

The One Big Beautiful Bill Act (OBBBA) includes a number of beneficial changes that will help small business taxpayers. Perhaps the biggest and best changes are liberalized rules for depreciating...

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Beach house terrace at summer sunset
07.22.25
Ross Gobel

Is Your Vacation Home Ready for the Next Generation? Estate Planning for Second Homes

Blog
Families
Wealth Management
Estate and Trust

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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Consultant and business owner review financial reports for successful
07.21.25
Dyanne Ross-Hanson, CEPA®, CFP®, ChFC, CLU

Essential Business Continuity Planning Strategies for Business Owners

Blog
Business Owners
Advisory

In today’s rapidly changing environment, business continuity planning has become a strategic necessity, considering recent legal developments such as the 2024 Connelly v. United States Supreme Court decision. This case...

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Couple,,Budget,With,Finance,And,Bills,,Notes,On,Payment,For
07.18.25

How will the One, Big, Beautiful Bill Act affect individual taxpayers?

Articles
Executives
Families
Retirees
Young Inheritors
Individual Tax & Planning

The One, Big, Beautiful Bill Act (OBBBA) includes, among many other things, numerous provisions that can affect an individual’s taxes. The new law makes some changes to existing tax breaks...

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A rendering of a green road sign with marijuana leaf for Texas
07.17.25
Peter Prevot, CPA, CIA

Legal Caution or Missed Opportunity? What Texas Can Learn from Arkansas’ Hemp Ban Victory

Blog
Cannabis

Author: Peter Prevot, CPA, CIA, CEO at Bridge West Consulting After the conclusion of a divisive 2025 Texas legislative session, Texas Governor Greg Abbott stunned political insiders and lawmakers alike...

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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.