Uncategorized

07.14.26
Jon T. Meyer, CFP®

What Homeowners Need To Know About Rising Insurance Costs with Crosby Warren (Ep. 8)

Podcast

Insurance costs have been rising fast, and many homeowners are wondering what changed.  Why do policies feel more expensive, more restrictive, and harder to understand? In this episode, Jon Meyer...

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Tax, calculator, calculating, desk, laptop
07.13.26

FAQs About Resolving Small Business Tax Issues

Articles
Business Owners

Tax problems can happen to even the most organized small business owners. A cash flow crunch, an unexpected tax notice, a missed filing deadline or a payroll tax oversight can...

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Financial,Advisor,Explaining,Invest,Stock,Market,Data,Consulting,Investor.,Two, busy business men, analysts, doing finance, trading analysis, pointing at exchange chart, on laptop screen, working in office.
07.08.26

Stress Testing: A Smart Way to Manage Today’s Business Risks

Articles
Business Owners

Business owners today face no shortage of uncertainty. Persistent inflation, evolving trade policies, cybersecurity threats and ongoing geopolitical tensions have made planning challenging. Although it’s impossible to predict every disruption,...

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Midyear Review,
07.07.26

Midyear Tax Planning: Review Opportunities to Save Taxes This Year (or Next)

Articles
Individual Tax & Planning

Summer is a good time to see whether your income, deductions and investment activity are lining up as expected. Let’s take a look at a few areas that commonly provide...

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Arrow, Signs, "Cash" pointing one directions, "Accrual" point the other direction,
07.06.26

Selecting a Tax Accounting Method for Your Small Business

Articles
Business Owners
Business Tax

Small business owners must answer an important question: Should we use the cash or accrual accounting method for federal income tax purposes? Larger entities are required to use the accrual...

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Close up of woman at desk, participating in a video call webinar on her laptop
07.02.26

Hot Topic Webinar: Quarterly Economic Update

Webinar

Wednesday, July 22, 2026 12 to 1 p.m. CT   You’re encouraged to share this event with friends, colleagues, and family members. The second quarter brought continued movement in the...

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Startup,Growth,Begins,With,Innovation,,Rocket-inspired,Momentum,,And,Early-stage,Strategies
07.01.26

Open the Door to Investment with a Winning Pitch Deck

Articles
Business Owners

Whether you’re launching a start-up, expanding into different markets, developing a new product or pursuing a business acquisition, attracting investors requires more than a good idea. Investors want to see...

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Review, Social Security, Benefits, Man and Women, Sitting at Kitchen Table, Drinking Coffee,
06.30.26

Will Your Social Security Benefits Be Taxable?

Articles
Individual Tax & Planning

Last year, the new tax deduction for taxpayers 65 and older was sometimes referred to as “no tax on Social Security.” In actuality, this up-to-$6,000-per-individual deduction, also known as the...

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Closeup of someone reviewing financial charts
06.30.26

June 2026 Market Review

Articles
Market Review
Wealth Management

To the Moon (or Mars)? SpaceX IPO highlights the power of the AI narrative, while a growing pipeline of new issuance may reduce a long-standing technical tailwind for U.S. equities....

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Business,Team,Meeting,Brainstorming,Working,Concept
06.29.26

What’s the Right Entity Type for Your New Business?

Articles
Business Owners
Business Tax

Start-ups must choose a legal entity for their business activities. The type of entity you select affects how the business is taxed and who may be held personally liable for...

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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.