Uncategorized

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 12 to 1 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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illustration, dollar bills, bag that states, "mutual funds" coins,
07.28.26

Be Tax-Smart With Your Mutual Fund Investments

Articles
Individual Tax & Planning

Mutual funds offer an easy way to invest in a diversified portfolio compared to buying individual stocks and bonds. But the tax treatment of mutual funds isn’t so simple. How...

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Mastering the 360 Mindset with Jon Meyer artwork
07.28.26
Jon T. Meyer, CFP®

Building an Estate Plan That Lasts Across Generations with Chad Halbur (Ep. 9)

Podcast

Building wealth is one challenge. Helping it benefit future generations is another. Why does so much family wealth fail to make it beyond the second or third generation? And how...

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W-4,Tax,Form,Business,Finance,Concept.,Taxes,Document,Filling.
07.27.26

When an Employee’s Form W-4 Raises Red Flags

Articles
Business Owners
Business Tax

Your employees use Form W-4, “Employee’s Withholding Certificate,” to tell you how much federal income tax to withhold from their pay. Most forms are routine, but an altered certificate, unusual...

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Smiling businessman using digital tablet, reading good news sitting on backseat of car. Handsome african american man in suit writing something down in personal organizer while sitting inside of car.
07.21.26

Business and Other Mileage Rates Increase for the Second Half of 2026

Articles
Individual Tax & Planning
Business Tax

The IRS has made a midyear increase in the standard mileage rate for business vehicle use, including for cars, SUVs, vans, pickup trucks and panel trucks. These rates apply to...

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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.