Uncategorized

11.11.25

The One Big Beautiful Bill: What Does It Mean for Business Owners?

Webinar
Business Owners
Business Tax

Date/Time: Tuesday, November 18, 2025, from 12 – 1 pm CST The One Big Beautiful Bill (OBBBA) includes the most significant payroll and employer-tax changes in years. Join BGM and...

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IRS Electronic Payments
11.10.25
Nathan B. Panning, CPA

Mandatory Electronic IRS Payments: What You Need to Know

Blog
Business Owners
Individual Tax & Planning
Business Tax

The Internal Revenue Service (IRS) is moving forward with a major modernization effort to reduce its reliance on paper transactions. As part of this initiative—and in response to Executive Order...

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Year-end tax planning 2025
11.10.25

4 Year-End Planning Steps to Trim Your 2025 Taxes

Articles
Individual Tax & Planning

Now is the time of year when taxpayers search for last-minute moves to reduce their federal income tax liability. Adding to the complexity this year is the One Big Beautiful...

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11.05.25

Hot Topic Webinar: Social Security: Understanding & Maximizing Your Benefits

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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10.31.25

October Market Review

Articles
Market Review
Wealth Management

Higher Highs As the party keeps going, how important are all-time highs? October 2025 Key Observations As of this writing, Q3 was is on track to deliver a fourth straight...

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10.30.25
Jake Thibault, CFP®

Equity vs. Salary: What’s the Real Value of Your Total Compensation Package?

Blog

For startup founders and early employees, compensation is rarely straightforward. Between salary, bonuses, stock options, RSUs, and other incentives, determining the total value of your compensation package can be complex....

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AI-Governance-Policies-for-Business
10.29.25

Writing an AI Governance Policy for Your Business

Articles
Business Owners

Artificial intelligence (AI) is changing the way businesses operate. Its capacity to gather and process data, as well as to mimic human interactions, offers remarkable potential to streamline operations and...

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HDHP HSA Health Care
10.28.25

Is an HDHP Plus an HSA a Financially Smart Health Care Option for You?

Articles
Individual Tax & Planning

Health care costs continue to increase. Pairing a high-deductible health plan (HDHP) with a Health Savings Account (HSA) can help. Insurance premiums will be lower because of the high deductible....

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2026 Cost of Living
10.23.25

What Do the 2026 Cost-of-Living Adjustment Numbers Mean for You?

Articles
Individual Tax & Planning

The IRS recently issued its 2026 cost-of-living adjustments for more than 60 tax provisions. The One Big Beautiful Bill Act (OBBBA) makes permanent or amends many provisions of the Tax...

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10.22.25

Fundamental Building Blocks of an Employee Wellness Program

Articles
Business Owners
Business Tax

In a business context, a wellness program is an employer-sponsored initiative designed to promote employees’ physical, mental and emotional well-being. These programs can take many forms, but their underlying goal...

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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.