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IRS Electronic Payments 2025
09.15.25

Important IRS Update: Transition to Electronic Payments Required by Sept. 30, 2025

Articles
Business Tax
Individual Tax & Planning

The way the federal government issues and accepts payments is about to change. Under a recent Executive Order, paper checks will be phased out for all federal disbursements beginning September...

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IRS Form 8300
09.15.25

Receive $10,000 in Cash at Your Business? The IRS Wants to Know About It

Articles
Business Owners
Business Tax

Does your business receive large amounts of cash or cash equivalents? If so, you’re generally required to report these transactions to the IRS — and not just on your tax...

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09.12.25

August Market Review

Articles
Market Review
Wealth Management

Rates Set the Price; Liquidity Sets the Terms Markets run higher ahead of the Fed. August 2025 Key Observations Shifting sentiment and increased expectations for a rate cut in September...

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A parent and child reviewing financial information on a laptop
09.09.25
Ross Gobel

The Financial ABCs: Teaching Kids and Teens About Money

Blog
Wealth Management

The opinion of the author is subject to change without notice and must be considered in conjunction with relevant regulation, as well as subsequent changes in the marketplace. Any information...

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A graphic showing the words Diversified Portfolio on a stock market price board
09.08.25
Jake Thibault, CFP®

Concentrated Stock Risk: Why a Diversification Plan Is Not Optional

Blog
Wealth Management

The opinion of the author is subject to change without notice and must be considered in conjunction with relevant regulation, as well as subsequent changes in the marketplace. Any information...

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09.08.25

Run a Business With Your Spouse? You May Encounter Unique Tax Issues

Articles
Business Tax
Advisory

Do you and your spouse together operate a profitable unincorporated small business? If so, you face some challenging tax issues. The partnership issue An unincorporated business with your spouse is...

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two financial advisors reviewing the one big beautiful bill
09.08.25

Hot Topic Webinar: The One Big Beautiful Bill—What Changed (and What to Do)

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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A graphic showing the words Budget 2026 between financial symbols
09.04.25

5 Ways Your Business Can Build a Stronger Annual Budget

Articles
Business Tax
Advisory

As summer gives way to fall, many businesses begin their budget-setting processes for the upcoming year. This annual rite of passage can be stressful, contentious and, perhaps worst of all,...

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Robotics professionals working on a new prototype during R&E
09.03.25

New rules could boost your R&E tax savings in 2025

Articles
Business Tax

A major tax change is here for businesses with research and experimental (R&E) expenses. On July 4, 2025, the One Big Beautiful Bill Act (OBBBA) reinstated the immediate deduction for U.S.-based...

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a chalk board with the words Educator Expense Deductions on it
09.02.25

Teachers and Others Can Deduct Eligible Educator Expenses This Year

Articles
Individual Tax & Planning

At back-to-school time, much of the focus is on the students returning to the classroom — and on their parents buying them school supplies, backpacks, clothes, etc., for the new...

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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.