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Team of four people in a modern office building, sitting around conference table in front of a whiteboard
04.22.26
Jake Thibault, CFP®

What Happens to My Equity If I Leave Before the Exit?

Blog
Wealth Management

You joined a startup for the mission and the upside. But life happens, and sometimes you leave before the acquisition or initial public offering (IPO). Here’s what happens to your...

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04.22.26

Individual Tax Calendar: Key Deadlines for the Remainder of 2026

Articles
Individual Tax & Planning

Yes, the April 15 tax deadline is now behind us. But there are also deadlines during the rest of the year that are important to be aware of. To help...

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04.20.26

Material Participation: Why it Matters for LLP and LLC Owners

Articles
Business Owners
Business Tax

The passive activity loss (PAL) rules may limit your ability to deduct losses from a business structured as a limited liability partnership (LLP) or limited liability company (LLC). Depending on...

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Des Moines, Iowa, River, bridge, City, Skyline
04.17.26

The Vroman Group, LLP — A Legacy of Trust, Now Strengthened Through BGM

News

Since 1967, The Vroman Group has been a cornerstone of the Des Moines community and the surrounding area. The firm’s CPAs and advisors have helped generations of clients navigate financial...

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04.15.26

COVID Tax Refund Update: New Opportunities for Businesses and Individuals

Articles
Business Tax
Individual Tax & Planning

Following a recent decision by the Court of Federal Claims in Kwong v. United States, taxpayers may now have new opportunities to seek tax refunds or abatements of interest and penalties assessed...

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Man in business clothing looking at multiple monitors, analyzing financial graphs and charts
04.14.26

March 2026 Market Review

Articles
Market Review
Wealth Management

Global Artery Remains Closed March hands back the quarter’s gains as the Strait of Hormuz stays shut and inflation anxiety returns. March 2026 Key Observations In March, markets gave up...

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04.14.26

Your Post-Tax-Filing Checklist

Articles
Individual Tax & Planning

After you’ve filed your 2025 tax return, what’s next? It’s easy to move on to other things, but taking a little time to address some tax-related items now can help...

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Focus, woman, using, calculator, documents,
04.14.26

COVID Interest and Penalty Relief: IRS Refund Opportunities

Webinar
Business Tax
Individual Tax & Planning

Wednesday, April 29, 2026, from 1:00 – 1:45 PM CT Following the recent Court of Federal Claims decision in Kwong v. United States, taxpayers may now have new opportunities to...

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04.13.26

ACA Penalties May Still Apply — and they’re Increasing for 2026

Articles
Business Owners
Healthcare
Business Tax

Many small businesses don’t have enough employees to worry about the play-or-pay provisions of the Affordable Care Act (ACA). However, as your business grows, these rules can apply sooner than...

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Desk, Laptop, person, clicking, calculator, papers
04.08.26

What You Need to Know About Filing an Extension — and Minimizing Penalties

Articles
Individual Tax & Planning

If you don’t have everything ready to complete your 2025 federal individual income tax return by the April 15 deadline, you can request an automatic extension. Filing Form 4868, “Application...

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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.