News + Insights

For decades, businesses have used bank lockbox services to speed up collections and reduce administrative work involved in processing customer checks. Today, the basic idea remains the same, but modern...

Tuesday, September 15, 2026 12 to 1 p.m. CT   You’re encouraged to share this event with friends, colleagues, and family members. We’re honored to welcome Kevin Gordon, Head of...

Most people don’t think much about their health until something feels wrong. By then, many of the decisions available years earlier have already disappeared. In this episode, Jon Meyer sits...

Disability insurance is a valuable benefit provided by many employers. It replaces a portion of the insured person’s income — typically 45% to 65% of pre-disability earnings — after a specified...

Many small businesses start out as sole proprietorships. This structure is simple and inexpensive to establish and maintain — and it gives the owner direct access to profits without having...

Are you selling your business, soliciting new investors, updating a buy-sell agreement, pursuing litigation or drafting an estate plan? An accurate business valuation prepared by a valuation professional is critical...

Businesses in economically distressed communities often have difficulty obtaining capital for expansion, equipment, facilities and other investments. The New Markets Tax Credit (NMTC) encourages private investment in these underserved areas...

A higher education is expensive, and many parents spend years saving up. Others haven’t had the financial bandwidth to save or have hit unexpected financial roadblocks along the way. Regardless...

A Volatile July, a Broader Market Market leadership broadened even as inflation, rates, and geopolitical risks weighed on sentiment. July 2026 Key Observations July was a volatile month as investors...

Wednesday, August 26, 2026 1 to 2 p.m. CT   You’re encouraged to share this event with friends, colleagues, and family members. Talking to your family about money, estate plans,...

BGM is proud to be recognized by INSIDE Public Accounting as a 2026 Top 200 Firm for the eighth consecutive year. This annual ranking of the 500 largest public accounting...

If part of your compensation comes from equity, knowing what you own matters. When someone tells me, “I have stock options,” my next question is always: “What kind?” Restricted stock...

Wednesday, September 23, 2026 12 to 1 p.m. CT   You’re encouraged to share this event with friends, colleagues, and family members. So you have a will. But what else...

Mutual funds offer an easy way to invest in a diversified portfolio compared to buying individual stocks and bonds. But the tax treatment of mutual funds isn’t so simple. How...

Building wealth is one challenge. Helping it benefit future generations is another. Why does so much family wealth fail to make it beyond the second or third generation? And how...