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. 

Close up of woman at desk, participating in a video call webinar on her laptop
07.02.26

Hot Topic Webinar: Quarterly Economic Update

Webinar

Wednesday, July 22, 2026 12 to 1 p.m. CT   You’re encouraged to share this event with friends, colleagues, and family members. The second quarter brought continued movement in the...

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Startup,Growth,Begins,With,Innovation,,Rocket-inspired,Momentum,,And,Early-stage,Strategies
07.01.26

Open the Door to Investment with a Winning Pitch Deck

Articles
Business Owners

Whether you’re launching a start-up, expanding into different markets, developing a new product or pursuing a business acquisition, attracting investors requires more than a good idea. Investors want to see...

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Review, Social Security, Benefits, Man and Women, Sitting at Kitchen Table, Drinking Coffee,
06.30.26

Will Your Social Security Benefits Be Taxable?

Articles
Individual Tax & Planning

Last year, the new tax deduction for taxpayers 65 and older was sometimes referred to as “no tax on Social Security.” In actuality, this up-to-$6,000-per-individual deduction, also known as the...

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Business,Team,Meeting,Brainstorming,Working,Concept
06.29.26

What’s the Right Entity Type for Your New Business?

Articles
Business Owners
Business Tax

Start-ups must choose a legal entity for their business activities. The type of entity you select affects how the business is taxed and who may be held personally liable for...

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Business, Team, Sitting on a bench, outside, city, building
06.24.26

Building Bench Strength for Effective Succession Planning

Articles
Business Owners
Business Tax

Every business will eventually face leadership transitions. Whether key people retire, pursue new opportunities or become unable to do their job, your business must maintain continuity. Often, smooth transitions depend...

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Man talking to senior father on the sofa at home
06.24.26
Ross Gobel, CFP®

5 Financial Conversations to Have Before a Parent Moves In

Blog
Wealth Management

One thing I’ve noticed with many families is that the decision to have a parent move in is rarely just about having an extra bedroom. Sometimes the decision happens after...

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06.23.26
Jon T. Meyer, CFP®

Selling a Business: What Owners Need to Know Before Going to Market with Blake Johnson (Ep. 7)

Podcast

Thinking about selling your business someday? The decisions you make years before a transaction can have a major impact on value, buyer interest, and your options when it’s time to...

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House, For Sale, Sign, sold, on curb, in front of house
06.23.26

When the Sale of an Appreciated Home Triggers Taxes — and When It Doesn’t

Articles
Business Owners
Business Tax

Home values have risen significantly in many areas of the country over the last several years, leaving some homeowners with substantial gains when they sell. Of course a large profit...

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Home Office, side business, Desk, Laptop, Shipping boxes, side hustle
06.22.26

Don’t Let the IRS Treat Your Sideline as a Hobby

Articles
Business Owners
Business Tax

Do you operate a side gig in addition to your regular day job? Whether you’ve turned a love for crafting into an online store or you play the guitar at...

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Businesswoman,In,Formal,Suit,Work,In,Workplace.
06.17.26

Behind on Bookkeeping? Here’s How to Get Back on Track

Articles
Business Owners
Business Tax

Running a business requires juggling countless responsibilities. Not surprisingly, bookkeeping tasks often end up on the bottom of to-do lists. The good news is that falling behind doesn’t necessarily mean...

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mississippi river, minneapolis skyline
06.16.26

BGM Named a 2026 Top Workplace by Star Tribune

News

BGM is proud to announce that the Firm has been recognized as a 2026 Top Workplace by the Minnesota Star Tribune for the third consecutive year. This recognition is based...

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Two people, Male and female, reviewing documents, observing Desk, Laptop, Coffee
06.16.26

Don’t Overlook These Tax Issues After a Job Loss

Articles
Individual Tax & Planning

Even with a relatively low unemployment rate (averaging around 4.4% over the past year), layoffs and terminations continue to affect workers across many industries. If you’ve recently lost your job,...

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Closeup of conference table; people reviewing numbers in business meeting, financial tables and charts spread across conference table
06.16.26
Jake Thibault, CFP®

5 Mistakes Founders Make with Sudden Wealth

Blog
Wealth Management

Most startup founders spend years obsessing over product-market fit, burn rates, and growth. What they don’t prepare for is the other side: the moment the exit happens and millions of...

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Real, Estate, Model, desk, developers, taking, notes
06.15.26

Demystifying Like-Kind Exchanges

Articles
Business Owners
Real Estate Developers
Business Tax

If you’re a real estate developer or a small business owner who owns commercial real estate, you might be thinking about selling a property. If it has appreciated significantly, a...

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Elderly couple relaxing on a pier, sharing a blanket and enjoying the sunset over the lake
06.10.26
Ross Gobel, CFP®

When Should You Start Saying “Yes” to Spending in Retirement?

Blog
Wealth Management

For many successful retirees, the hardest part of retirement isn’t deciding how to invest their money. It’s learning how to spend it. That may sound strange at first. After all,...

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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.