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Mastering the 360 Mindset with Jon Meyer artwork
08.11.26
Jon T. Meyer, CFP®

Preventive Healthcare for a Healthier Future with Dr. Charles Svendsen, MD, MBA (Ep. 10)

Podcast

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...

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Person holding a disability accessibility symbol beside stacks of money, representing the financial and tax implications of disability benefits.
08.11.26

Disability Benefits May Have Income Tax Consequences You Don’t Expect

Articles
Individual Tax & Planning

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...

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A mature woman and a young woman using a wheelchair cooperate on a project, emphasizing workplace collaboration.
08.10.26

Tax Essentials for Sole Proprietors

Articles
Business Owners
Business Tax

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...

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Businesswoman taking notes while examining quality of potted plants with a greenhouse worker.
08.06.26

Professional Valuations Provide Businesses with More Than a Number

Articles
Business Owners

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...

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Project,Manager,And,Worker,Cooperating,While,Going,Through,Rebuilding,Plans
08.04.26

Could the New Markets Tax Credit Benefit Your Business?

Articles
Business Owners
Business Tax

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...

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College, Campus, students, walking to class,
08.04.26

Tax Tips for Parents with Kids Heading to College This Fall

Articles
Individual Tax & Planning

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...

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Woman sitting at home holding coffee and smiling at laptop, watching webinar in modern house
07.30.26

Hot Topic Webinar: How to Hold an A-Level Family Meeting

Webinar

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,...

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INSIDE public accounting, logo, 2026, Top 200 Firms
07.29.26

BGM Ranked 2026 IPA 200 Firms

News

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...

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Team of business professionals looking over financial paperwork
07.29.26
Jake Thibault, CFP®

RSUs, ISOs, and NSOs: What’s the Difference and Why It Matters at Exit

Blog
Wealth Management

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...

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Woman sitting at desk attending online webinar on computer and taking notes in notebook
07.28.26

Hot Topic Webinar: Advanced Estate Planning Strategies

Webinar

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...

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“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.