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Shot of a young businesswoman giving a presentation in her office.
01.28.26

Advisory Boards Provide Family Businesses with Independent Perspectives

Articles
Business Owners
Advisory

Does your family business keep its strategic decisions within the family? It’s common for family businesses to assign relatives to positions of authority and require other employees to defer to...

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Wooden,Piggy,Bank,With,Sep,Ira,Inscription,On,The,Side.
01.26.26

There’s Still Time to Set Up a SEP and Reduce Your 2025 Taxes

Articles
Business Owners
Business Tax

If you own a business or are self-employed and haven’t already set up a tax-advantaged retirement plan, consider establishing one before you file your 2025 tax return. If you choose...

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Closeup lawyer pointing at contract showing male client where to signature sign
01.21.26

Gifting Up: Creative Estate and Income Tax Planning Strategies for First Generation Affluent Wealth Creators

Webinar
Families
Estate and Trust
Individual Tax & Planning

Wednesday, February 4, 2026, from 12:00 – 1:00 PM CT Not all affluent families have always been affluent. Many families do not have significant wealth and financial resources until “the...

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Stressed businessman sitting in an office desk and rubbing his forehead
01.21.26
Jake Thibault, CFP®

Equity & Emotions: Why Money Isn’t Just Math After a Startup Exit

Blog
Wealth Management

It’s 2 a.m. and you’re staring at your ceiling. The wire transfer hits tomorrow. Or maybe it already hit yesterday and you’ve checked your bank balance seven times today, half-convinced...

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Laptop on desk, alarm clock, coffee cup, sticky note, Text: Tax Time,
01.20.26

Tax Filing FAQs for Individuals

Articles
Individual Tax & Planning

The IRS is opening the filing season for 2025 individual income tax returns on January 26. This is about the same time as when the agency began accepting and processing...

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2026 desk calendar, Wooden blocks with the word TAX and stack of coins. The concept about saving money and manage time to paying tax in year 2026
01.19.26

2026 Tax Calendar

Articles
Business Owners
Families
Individual Tax & Planning
Business Tax

To help make sure you don’t miss any important 2026 deadlines, we’re providing this summary of when various tax-related forms, payments and other actions are due. Please review the calendar...

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Calendar page that states March 16, text that says pass-through 2025 return deadline
01.14.26

Tax Filing Update for Pass-Through Entities

Articles
Business Owners
Business Tax

Do you operate a business as a partnership, a limited liability company (LLC) treated as a partnership for tax purposes or an S corporation? In tax lingo, these are called “pass-through”...

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Animated Medical clip board, coins and cash, Heart
01.13.26

When Medical Expenses Are — and Aren’t — Tax Deductible

Articles
Individual Tax & Planning

If you had significant medical expenses last year, you may be wondering what you can deduct on your 2025 income tax return. Income-based thresholds and other rules can make it...

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Illustrations of 3 houses, tornado, fire, flood
01.07.26

If You Suffered a Disaster, You May be Eligible for a Casualty Loss Tax Deduction

Articles
Individual Tax & Planning

Every year, severe storms, flooding, wildfires and other disasters affect millions of taxpayers. Many experience casualty losses from damage to their homes or personal property. The One Big Beautiful Bill...

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Car rear view mirror inside the car that says 2025.
01.05.26

Not All “Business” Expenses are Tax Deductible

Articles
Business Owners
Business Tax

With 2025 in the rear view mirror and the tax filing deadline on the road ahead, it’s a good time for businesses to start gathering information about their deductible expenses...

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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.