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Text, Back, to, school, supplies, water color, scissors, pen, paint brush,
08.25.26

Educators May Be Able to Claim 2 Deductions for 2026 Classroom Expenses

Articles
Individual Tax & Planning

Eligible educators can deduct some of their unreimbursed out-of-pocket classroom costs under the educator expense deduction. This is an “above-the-line” deduction, which means you don’t have to itemize to claim...

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Mastering the 360 Mindset with Jon Meyer artwork
08.25.26
Jon T. Meyer, CFP®

What Poker Can Teach Us About Better Business and Investment Decisions with Chris Potenza (Ep. 11)

Podcast

Good decisions don’t always produce immediate wins, and acting just because you’re uncomfortable can create bigger problems than waiting. How do you know when patience gives you an edge, and...

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08.24.26

Which Fringe Benefits Are Tax-Free to Employees?

Articles
Business Owners
Business Tax

To attract and retain skilled workers, your small business needs to offer more than competitive pay. Your benefits package matters, too — and benefits with favorable tax treatment can be...

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Close-up of a person using magnifying glass to examine wooden human figures, representing recruitment, HR management, candidate selection, and employee evaluation in business.
08.19.26

Give Executive Fraud Risk Your Full Attention

Articles
Business Owners

Occupational fraud can occur at any level of an organization. But misconduct by owners and senior executives can be particularly costly because they usually have greater authority and can override...

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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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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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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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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

Monday, September 14, 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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“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.