BGM Promotes Nathan Panning to Lead Tax Group

MINNEAPOLIS, January 25, 2024 — BGM, a leading CPA, advisory, and financial solutions firm in the Twin Cities, is pleased to announce that Nathan Panning has been promoted to lead the Tax Group.

“We are proud and excited to announce Nate’s promotion to this leadership role at BGM,” said Dane Boeckermann, Principal and President of BGM CPA Services. “Nate’s extensive experience and skill set make him the ideal leader for our Tax Group. His dedication and expertise have already had an impact on our firm, and we eagerly anticipate the pivotal role he will play in guiding our Tax Department.”

In his new role as the leader of the Tax Group, Panning will focus on leading the team to advise and guide clients in tax savings analysis, risk assessments, and legislative monitoring. Additionally, he will drive technological innovations to enhance process efficiency, optimize resource allocation, ensure policy compliance, and foster the development of team members.

“I am truly honored and excited to take on this leadership role within BGM’s Tax Group. It’s a privilege to work with such a talented and dedicated team,” said Panning. “My goal is to continue providing our clients with the highest level of service by focusing on innovative solutions, year-round advisory, tax savings strategies, and maintaining our commitment to excellence.”

Panning has been a valuable member of the BGM team since 2007, and his dedication to excellence led to his promotion to Principal in 2021. Holding a CPA license in Minnesota, he earned a Master of Business Taxation from the University of Minnesota’s Carlson School of Management and a Bachelor of Business degree from the University of Wisconsin-Stout.

“We look forward to the continued growth and success that Nate will bring to our Tax Department and the firm as a whole,” Boeckermann continued. “His expertise and leadership will further strengthen our commitment to delivering exceptional service to our clients.”

About BGM
Since 1982, BGM has been fueled by an entrepreneurial spirit that matches the same passion for problem solving, innovation, and forward thinking displayed by our clients. For over four decades, we’ve carefully woven together a firm that offers a full suite of financial services, from audit and assurance, to accounting, to advising, and beyond, to ensure everything we do will advance the present growth and future goals of our clients.

want to learn more?

Contact Us

“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.