News + Insights

Access Our Wealth of Knowledge

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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. 

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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close up photo of US capitol with OBBA in text
07.15.25

What the new tax law could mean for you

Articles
Individual Tax & Planning

As 2025 began, individual taxpayers faced uncertainty with several key provisions of the tax law that were set to expire at the end of the year. That changed on July...

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View of US State Capitol
07.14.25

Significant business tax provisions in the One, Big, Beautiful Bill Act

Blog
Business Owners
Business Tax

The One, Big, Beautiful Bill Act (OBBBA) was signed into law on July 4. The new law includes a number of favorable changes that will affect small business taxpayers, and...

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united states capitol building
07.11.25

The One, Big, Beautiful Bill Act extends many business-friendly tax provisions

Articles
Business Owners
Business Tax

The One, Big, Beautiful Bill Act (OBBBA) includes numerous provisions affecting the tax liability of U.S. businesses. For many businesses, the favorable provisions outweigh the unfavorable, but both kinds are...

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graphic with The One Big Beautiful Bill Act written and American flags in the corners
07.08.25

President Trump signs his One, Big, Beautiful Bill Act into law

Articles
Business Owners
Executives
Families
Business Tax
Individual Tax & Planning

On July 4, President Trump signed into law the far-reaching legislation known as the One, Big, Beautiful Bill Act (OBBBA). As promised, the tax portion of the 870-page bill extends...

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2 business people reviewing documents and quarterly graphs
07.07.25

Hot Topic Webinar: Quarterly Economic Update

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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Businessman and team analyzing financial statement Finance task. with smart phone and laptop and tablet. Wealth management concept
07.06.25
Spencer Davies, CFP®

How Much is Enough? Deciding When You’ve Earned the Right to Slow Down

Blog
Wealth Management

Most people who have built significant wealth didn’t get there by accident. You’ve likely been hustling for decades, pouring countless hours into your business or career, driven by a relentless...

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street view of downtown buildings
07.05.25

Tap into the 20% rehabilitation tax credit for business space improvements

Articles
Business Tax

If your business occupies a large space and you’re planning to relocate, expand or renovate in the future, consider the potential benefits of the rehabilitation tax credit. This could be...

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Red and blue road sign with retirement and 401K word, 3d rendering
07.02.25

Safe Harbor 401(k)s Offer Businesses a Simpler Route to a Retirement Plan

Articles
Business Owners
Retirement 401k

When many small to midsize businesses are ready to sponsor a qualified retirement plan, they encounter a common obstacle: complex administrative requirements. As a business owner, you no doubt already...

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birthday cake with candles and text that says Tax-related birthdays
07.01.25

Milestone moments: How age affects certain tax provisions

Articles
Individual Tax & Planning

They say age is just a number — but in the world of tax law, it’s much more than that. As you move through your life, the IRS treats you...

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business woman looking at financial reports
06.30.25

Startup costs and taxes: What you need to know before filing

Articles
Business Owners
Business Tax

The U.S. Census Bureau reports there were nearly 447,000 new business applications in May of 2025. The bureau measures this by tracking the number of businesses applying for an Employer...

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