Uncategorized

Couple, home, holding keys, mortgage
10.27.26

How Mortgage Points May Affect Your Taxes

Articles
Individual Tax & Planning

If you’re in the process of buying a home, or you bought one earlier this year, you probably know that you may be able to claim the property tax deduction...

Read More
Payroll,Management,Automation,Concept,,Businesswoman,Using,Software,For,Salary,Payment,
10.26.26

Payroll Tax Compliance: New Social Security Wage Base for 2027

Articles
Business Owners
Business Tax

If your small business has employees, you may need to budget for higher payroll costs next year, especially if you employ many high earners. The Social Security Administration recently announced...

Read More
Finance and accountant team, working in office, for accounting and preparation services, for financial statements and cash flow with analyze data insight for finance and taxation planning.
10.23.26

7 Strategies for Business Owners to Reduce Taxes Before Year-End

Webinar
Business Owners
Business Tax

Thursday, November 12, 2026, from 12:00 – 1:00PM CT As 2026 comes to an end, business owners still have opportunities to reduce their tax liability. From maximizing deductions and retirement...

Read More
Calendar, 2026, Wooden, Letters, TAX, on desk with, calculator
10.21.26

Finish 2026 Strong with These Year-End Tax Planning Strategies

Articles
Individual Tax & Planning

Even though tax filing season is still several months away, the decisions you make before January 1, 2027, could have a significant impact on your 2026 federal income tax liability....

Read More
Man holding digital tablet, screen, reads, Increase?,
10.20.26

The Benefits of Increasing Your 401(k) Contributions Before the Year Runs Out

Articles
Individual Tax & Planning

As 2026 draws to a close, your employer’s 401(k) plan may offer an opportunity to reduce your current income taxes while building your retirement savings — or to boost your...

Read More
Airport,Terminal:,Businessman,With,Rolling,Suitcase,Walks,,Uses,Smartphone,App
10.19.26

IRS Publishes New Per Diem Business Travel Rates for Fiscal Year 2027

Articles
Business Owners
Business Tax

Many businesses use federal “per diem” rates to reimburse employees for out-of-pocket travel expenses. In Notice 2026-60, the IRS announced special per diem rates that are effective for the federal...

Read More
10.15.26
Jake Thibault, CFP®

Exit & End: Crafting a New Identity Beyond Your Exit

Blog
Business Owners

How an exit can change your relationship with work, money, and who you are next. For years, you’ve been working at a company approaching an exit. The day finally comes,...

Read More
Target, 2026, Year-end, Tax Strategies, businesses
10.14.26

5 Year-End Tax Planning Strategies for Businesses

Articles
Business Owners
Business Tax

The 2026 tax year is almost over, but you still have time to implement year-end tax planning strategies to reduce your business’s federal income tax liability. Let’s look at a...

Read More
10.13.26

When Saving More Starts Working Against Your Retirement (Ep. 13)

Podcast

Watch us on YouTube at https://youtu.be/h2SPZAM_dpY. Connect with Jon Meyer: BGM LinkedIn: Jon Meyer Email: jmeyer@BGM360.com Schedule a Call Transcript [00:00:00] Jon Meyer: I think people go through life saving...

Read More
Business,Growth,2026,Concept,With,Digital,Graph,And,Upward,Trend,
10.12.26

Expecting a Big Revenue Year? Consider Tax Moves Before Year End

Articles
Business Owners
Business Tax

For most small business owners, strong revenue growth is something to celebrate. But a profitable year can also significantly increase your income tax liability. If your business is on track...

Read More

“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.