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blue piggy bank, measuring tape, retirement savings, financial planning, tax-deferred retirement accounts, savings measurement
08.18.26

Sometimes How Much Is in Tax-Deferred Retirement Accounts May Be Too Much

Articles
Individual Tax & Planning

Contributing as much as possible to tax-deferred retirement accounts such as traditional 401(k)s and IRAs is a common recommendation. Contributions generally are pretax or deductible, and the power of tax-deferred...

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Flat,Collage,Concept,Of,Hands,Exchanging,Cardboard,Boxes,With,Arrows, symbolizing trade, shipping, and logistics.
08.17.26

Let’s Trade! Business Bartering is Still Taxable

Articles
Business Owners
Business Tax

Trading items or services — without exchanging cash — has long been common among small businesses. Today, some use online barter exchanges to facilitate trades. In addition to preserving cash...

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Boston, city scape, skyline, is illuminated, golden morning light,
08.17.26

BGM Expands Northeast Presence with the Addition of John T. Chipman & Company, LLP

News

BGM, a Top 200 full-service accounting, tax, audit, and advisory firm headquartered in Bloomington, Minnesota, is pleased to announce that John T. Chipman & Company, LLP (JTC), a highly respected...

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Key,And,Closed,Padlock,Security,Hacking,Concept.,Choosing,The,Best, security,system
08.12.26

How a Lockbox (or Other) Service Can Benefit Accounts Receivable

Articles
Business Owners

For decades, businesses have used bank lockbox services to speed up collections and reduce administrative work involved in processing customer checks. Today, the basic idea remains the same, but modern...

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Close up view of professional business woman working on laptop computer writing notes in notebook at work in corporate office.
08.11.26

BGM Webinar: A Fireside Chat with Kevin Gordon, Schwab Center for Financial Research

Webinar

Tuesday, September 15, 2026 12 to 1 p.m. CT   You’re encouraged to share this event with friends, colleagues, and family members. We’re honored to welcome Kevin Gordon, Head of...

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Mastering the 360 Mindset with Jon Meyer artwork
08.11.26
Jon T. Meyer, CFP®

Preventive Healthcare for a Healthier Future with Dr. Charles Svendsen, MD, MBA (Ep. 10)

Podcast

Most people don’t think much about their health until something feels wrong. By then, many of the decisions available years earlier have already disappeared. In this episode, Jon Meyer sits...

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Person holding a disability accessibility symbol beside stacks of money, representing the financial and tax implications of disability benefits.
08.11.26

Disability Benefits May Have Income Tax Consequences You Don’t Expect

Articles
Individual Tax & Planning

Disability insurance is a valuable benefit provided by many employers. It replaces a portion of the insured person’s income — typically 45% to 65% of pre-disability earnings — after a specified...

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A mature woman and a young woman using a wheelchair cooperate on a project, emphasizing workplace collaboration.
08.10.26

Tax Essentials for Sole Proprietors

Articles
Business Owners
Business Tax

Many small businesses start out as sole proprietorships. This structure is simple and inexpensive to establish and maintain — and it gives the owner direct access to profits without having...

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Businesswoman taking notes while examining quality of potted plants with a greenhouse worker.
08.06.26

Professional Valuations Provide Businesses with More Than a Number

Articles
Business Owners

Are you selling your business, soliciting new investors, updating a buy-sell agreement, pursuing litigation or drafting an estate plan? An accurate business valuation prepared by a valuation professional is critical...

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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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“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.