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10.13.26

When Saving More Starts Working Against Your Retirement (Ep. 13)

Podcast

Watch us on YouTube at https://youtu.be/h2SPZAM_dpY. Connect with Jon Meyer: BGM LinkedIn: Jon Meyer Email: jmeyer@BGM360.com Schedule a Call Transcript [00:00:00] Jon Meyer: I think people go through life saving...

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Business,Growth,2026,Concept,With,Digital,Graph,And,Upward,Trend,
10.12.26

Expecting a Big Revenue Year? Consider Tax Moves Before Year End

Articles
Business Owners
Business Tax

For most small business owners, strong revenue growth is something to celebrate. But a profitable year can also significantly increase your income tax liability. If your business is on track...

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Family, in the kitchen, Mom, Dad, Son, Daughter, making dinner.
10.12.26

IRS Guidance Clarifies Employer Contributions to 530A Accounts and More

Articles
Individual Tax & Planning
Business Tax

Getting children on the road to a financially secure future can be a challenge. To help, the One Big Beautiful Bill Act (OBBBA) created Section 530A accounts (also known as...

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Close up of woman at desk, participating in a video call webinar on her laptop
10.07.26

Hot Topic Webinar: Quarterly Economic Update

Webinar

Monday, October 26, 2026 12 to 1 p.m. CT   You’re encouraged to share this event with friends, colleagues, and family members. Markets have had plenty to digest this year....

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Data sheets and charts, Sticky note, clipped to report, text: Interim, Report
10.07.26

Make More Timely Business Decisions with Interim Financial Reports

Articles
Business Owners

If you decide to hire new employees, adjust prices or expand operations, you shouldn’t rely on financial information that might be months out of date. And this may be the...

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Coffee shop, teen, employee, barista, making coffe, order
10.06.26

Working Teens Can Maximize the Power of Tax-Deferred — or Tax-Free — Compounding With an IRA

Articles
Individual Tax & Planning

Retirement is far from most teenagers’ minds when they get their first jobs. Most young people are more interested in spending their earnings or saving for a shorter-term goal. But...

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Business professional, writing on white board, text: Audit? We can help!
10.05.26

Business Owner FAQs About IRS Audits

Articles
Business Owners

IRS audit rates remain relatively low, but that’s little consolation if the IRS selects your return for an examination. Although most taxpayers will never face an audit, business owners often...

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Customer, service, desk, two employees, sitting in front of their computers
09.30.26

How Your Business Can Use AI to Strengthen Customer Service

Articles
Business Owners

These days, customers expect fast and personalized service and support from the businesses they patronize. AI can help you meet their high expectations without overburdening your employees. But as in...

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Illustrated concept, blue arrows, pinting, upward, in the sky, clouds, women, binoculars, watching out
09.30.26

Watch Out for the Growing Reach of the Additional 3.8% Tax on Investment Income

Articles
Individual Tax & Planning

Strong portfolio performance can bring an unwelcome surprise: an additional 3.8% federal tax. The income thresholds for the net investment income tax (NIIT) aren’t annually adjusted for inflation and haven’t...

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Illustrated concept, hand holding, stack of cash, other hand holding, your business,
09.28.26

Consider an Installment Sale to Optimize Taxes When Selling Your Business

Articles
Business Owners
Business Tax

Over the years, you’ve invested blood, sweat and tears into building a successful small business. Now it’s time to sell and move on to the next chapter of your life....

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