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09.01.26

Tax Planning for Real Estate Investors

Articles
Individual Tax & Planning

Many individuals invest in real estate to help diversify their portfolio, create an income stream for themselves from rental income and build net worth over time. Often, this is a...

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08.31.26

How to Avoid and Correct Common Payroll Tax Mistakes

Articles
Business Owners
Business Tax

Payroll administration can be challenging for small business owners — and mistakes can create problems for both employers and employees. Incorrect paychecks can frustrate employees and require time and resources...

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Business professional sitting at desk in front of laptop smiling at camera
08.31.26
Jake Thibault, CFP®

IPO vs. Acquisition: Why Your Wealth Strategy Needs to Change Either Way

Blog
Wealth Management

As a die-hard, suffering Minnesota Vikings fan, I’ve had this feeling more times than I’d like to admit. You’re watching the game, you can see what’s about to happen, and...

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08.26.26

Worker Misclassification Can Carry Serious Consequences

Articles
Business Owners

Hiring independent contractors provides your business with valuable flexibility, particularly when you require specialized expertise or help with a short-term project. But calling someone an independent contractor doesn’t automatically make...

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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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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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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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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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“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.