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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. 

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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business professionals reviewing financial reports and calculating numbers.
06.30.25
Jake Thibault, CFP®

Company Valuation 101: Why It Matters for Your Equity and Liquidity Event

Blog
Business Owners
Advisory
Wealth Management

When you’re on the brink of a liquidity event through an acquisition, IPO, or secondary sale, the question isn’t just how much your company is worth. It’s how much of...

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university campus building
06.24.25

Is college financial aid taxable? A crash course for families

Articles
Families
Individual Tax & Planning
Family Office

College can be expensive. According to the College Board, the average sticker price for tuition and fees at private colleges was $43,350 for the 2024–2025 school year. The average cost...

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USA Supreme Court
06.24.25

Major Supreme Court Case Forces Business Owners to Revisit Their Buy Sell Agreement – Including the Impact on Company Owned Life Insurance

Webinar
Business Owners
Advisory

In light of recent legal developments from the Connelly v. United States Supreme Court decision, it’s crucial for business owners to reassess their buy-sell agreements to ensure proper valuation and...

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computer and invoices
06.23.25

DOs and DON’Ts to help protect your business expense deductions

Articles
Business Owners
Business Tax

If you’re claiming deductions for business meals or vehicle expenses, expect the IRS to closely review them. In some cases, taxpayers have incomplete documentation or try to create records months...

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