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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. 

09.27.24
Ross Gobel

The Role of Health in Retirement Planning: Preparing for Medical Expenses

Blog
Healthcare
Retirement 401k

Sources: https://www.ml.com/articles/healthcare-in-retirement.html https://hvsfinancial.com/2022/10/17/medicare-and-social-security-colas-putting-the-2023-numbers-into-context/ 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...

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09.25.24

IT strategy showdown: Enterprise architecture vs. Agile

Articles
IT
Business Owners
Technology

Few, if any, companies can operate successfully today without the right information technology (IT) strategy. And as businesses grow, their IT needs and infrastructures become even more complex and costly. This...

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09.24.24

Make year-end tax planning moves before it’s too late!

Articles
Individual Tax & Planning

With the arrival of fall, it’s an ideal time to begin implementing strategies that could reduce your tax burden for both this year and next. One of the first planning...

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09.23.24
Jake Thibault

ISOs vs. NSOs: Which Are Better?

Blog
Team Members
Individual Tax & Planning
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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09.23.24

2024 Q4 tax calendar: Key deadlines for businesses and other employers

Articles
Business Owners
Business Tax

Here are some of the key tax-related deadlines affecting businesses and other employers during the fourth quarter of 2024. Keep in mind that this list isn’t all-inclusive, so there may...

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09.18.24

Businesses must stay on guard against invoice fraud

Articles
Business Owners
Advisory

Fraud is a pernicious problem for companies of all shapes and sizes. One broad type of crime that seems to be thriving as of late is invoice fraud. In the...

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09.17.24

Is your home office a tax haven? Here are the rules for deductions

Articles
Business Owners
Individual Tax & Planning

Working from home has become increasingly common. The U.S. Bureau of Labor Statistics (BLS) reports that about one out of five workers conducts business from home for pay. The numbers...

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09.12.24

Building a Financial Roadmap: Effective Budgeting & Forward-Looking Strategies

Webinar
Business Owners
Advisory
Outsourced Accounting

Presenters: Cory Parnell, Brian Stueve, and Patrick Wheeler In this webinar, Cory Parnell, CPA, Principal and CEO, Brian Stueve, CPA, Principal, and Patrick Wheeler, CPA, Principal, explored the critical aspects...

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09.10.24
Cory M. Parnell, CPA

Navigating the Latest IRS Update on Employee Retention Credit Claims

Blog
Business Owners
Business Tax

The IRS recently announced significant progress in processing Employee Retention Credit (ERC) claims, and this move has caught the attention of many business owners. As the IRS accelerates its work...

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09.10.24

BGM Expands Its Footprint with New Office in Eagle Mountain, Utah

News

BGM is pleased to announce the opening of our new office in Eagle Mountain, Utah, marking a significant step in our firm’s strategic growth and commitment to providing exceptional service...

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09.09.24

It’s time for your small business to think about year-end tax planning

Articles
Business Owners
Business Tax

With Labor Day in the rearview mirror, it’s time to take proactive steps that may help lower your small business’s taxes for this year and next. The strategy of deferring...

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09.09.24
Cory M. Parnell, CPA

The Rescheduling of Cannabis: A Turning Point for Cannabis Industry Regulation

Blog
Cannabis

As the conversation surrounding the rescheduling of cannabis gains momentum, it is clear that we are at a pivotal moment in the history of cannabis regulation in the United States....

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09.06.24
Spencer Davies, CFP®

Investment Strategies for Inheritors with Surplus Wealth: Turning a Windfall into Lasting Financial Security

Blog
Young Inheritors
Wealth Management

Inheriting a substantial sum of money is both a blessing and a challenge. While the opportunities can be vast for high-net-worth individuals, the potential pitfalls are equally significant. This kind...

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09.05.24

6 tax-free income opportunities

Articles
Individual Tax & Planning

Believe it or not, there are ways to collect tax-free income and gains. Here are some of the best opportunities to put money in your pocket without current federal income...

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09.04.24
Aaron Stolz

Insights from the MN CLE Cannabis Conference

Blog
Cannabis

“The MN CLE Cannabis Conference was an invaluable opportunity for professionals across Minnesota’s cannabis industry to better understand the state’s evolving legal and regulatory landscape. As we continue to navigate...

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