News + Insights

Access Our Wealth of Knowledge

coffee and newspaper

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. 

The One, Big, Beautiful Bill could change the deductibility of R&E expenses
06.16.25

The One, Big, Beautiful Bill could change the deductibility of R&E expenses

Articles
Business Owners
Business Tax

The treatment of research and experimental (R&E) expenses is a high-stakes topic for U.S. businesses, especially small to midsize companies focused on innovation. As the tax code currently stands, the...

Read More
May Market Review
06.12.25

May Market Review

Articles
Market Review
Wealth Management

Imperfect Independence A Brief Review of Fed Independence May 2025 Key Observations Markets Warm with the Weather: May brought a more constructive tone as trade tensions eased, lifting sentiment and...

Read More
06.11.25

Business owners can rest easier with sound cash flow management

Articles
Business Owners
Advisory

Slow cash flow is one of the leading causes of insomnia for business owners. Even if sales are strong, a lack of liquidity to pay bills and cover payroll can...

Read More
06.10.25

Tax breaks in 2025 and how The One, Big, Beautiful Bill could change them

Articles
Families
Executives
Individual Tax & Planning

The U.S. House of Representatives passed The One, Big, Beautiful Bill Act on May 22, 2025, introducing possible significant changes to individual tax provisions. While the bill is now being...

Read More
06.09.25

5 tax breaks on the table: What business owners should know about the latest proposals

Articles
Business Owners
Business Tax

A bill in Congress — dubbed The One, Big, Beautiful Bill — could significantly reshape several federal business tax breaks. While the proposed legislation is still under debate, it’s already...

Read More
06.09.25
Ross Gobel

Why Creating Memories May Matter More Than Growing an Inheritance

Blog
Families
Wealth Management

My team and I spend a lot of time discussing ways to grow your wealth, such as what to invest in, how much you should be saving for retirement, and...

Read More
Changing World Of Investments Webinar
06.04.25

Hot Topic Webinar: The Changing World of Investments

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...

Read More
06.04.25

Planning a summer business trip? Turn travel into tax deductions

Articles
Business Tax

If you or your employees are heading out of town for business this summer, it’s important to understand what travel expenses can be deducted under current tax law. To qualify,...

Read More
06.04.25

So, You’re a Qualified Cannabis Applicant: 7 Steps You Need to Take

Webinar
Cannabis

With Minnesota’s cannabis licensing process now underway, receiving preliminary approval is just the beginning. The real work — and opportunity — starts now. In this webinar, Peter Prevot, CPA, CIA,...

Read More
Research & Development Tax Credit Development
06.04.25

Unlock Research & Development Tax Credits for CPA Firms: A Strategic Advisory Opportunity

Webinar
Business Owners
Business Tax

Join Daniel Hurtado, CPA, Cost Segregation and R&D Practice Leader, of BGM, for a discussion on how utilizing Research & Development (R&D) Tax Credits can positively affect your firm. R&D...

Read More
06.03.25

Exciting News: BGM Launches Succession & Exit Planning Service Line

News
Business Owners
Advisory

We are thrilled to announce the launch of our new Succession & Exit Planning service line at BGM, which is dedicated to helping business owners smoothly navigate the complex process...

Read More
06.03.25

The advantages of a living trust for your estate plan

Articles
Families
Estate and Trust

Do you believe you don’t need to worry about estate planning because of the current federal estate tax exemption ($13.99 million per individual or $27.98 million for married couples in...

Read More
06.02.25

The House passes The One, Big, Beautiful Bill Act: An overview of its tax provisions

Articles
Business Tax

The U.S. House of Representatives passed its sweeping tax and spending bill, dubbed The One, Big, Beautiful Bill Act (OBBBA), by a vote of 215 to 214. The bill includes...

Read More
06.02.25
Jake Thibault, CFP®

Liquidity Events Decoded: What Happens to Your Stock in an IPO, Acquisition, or Secondary Sale?

Blog
Wealth Management

If you’re a startup employee or early-stage investor holding equity, you’ve likely imagined the day your paper wealth becomes real. That day typically arrives in the form of a liquidity...

Read More
05.29.25
Daniel Hurtado, CPA

Key Tax Law Extensions and Updates for Businesses: Navigating Cost Segregation, Depreciation, and R&D Credits

Blog
Business Owners
Business Tax

On May 12, 2025, the House Ways and Means Committee unveiled a comprehensive legislative update on an earlier proposal by Chairman Jason Smith (R-MO) as part of the fiscal year...

Read More

“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.