Uncategorized

02.04.25

Taming the tax tangle if you’re retiring soon

Articles
Retirees
Retirement 401k

Retirement is often viewed as an opportunity to travel, spend time with family or simply enjoy the fruits of a long career. Yet the transition may bring a tangle of...

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02.03.25

Many business tax limits have increased in 2025

A variety of tax-related limits that affect businesses are indexed annually based on inflation. Many have increased for 2025, but with inflation cooling, the increases aren’t as great as they...

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01.30.25
Spencer Davies, CFP®

Avoiding Common Mistakes When Selling Your Business

Blog
Business Owners
Advisory

Did you know that 80% of businesses listed for sale never actually sell? Many owners enter the process unprepared, leading to financial losses, drawn-out negotiations, and even regret. Establishing a...

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01.29.25

Does 280E Apply? What the Cannabis Industry and IRS are Saying

Webinar
Cannabis

February 12, 2025 – 12:00 – 1:00 PM CT Join Calvin Shannon, Principal at BGM, Nick Richards, Tax Partner at Greenspoon Marder LLP and Hannah King, Partner at Dentons, for...

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01.29.25

What’s My Business Worth and How to Increase its Value

Webinar
Business Owners
Outsourced Accounting

Thursday, February 20, 2025 from 12:00 – 1:00 PM CT Are you looking to enhance your company’s profitability and long-term value? Whether you’re preparing for a sale, seeking funding, or...

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01.28.25

Looking ahead to 2025 tax limits as you prepare to file your 2024 return

Articles
Individual Tax & Planning

Chances are, you’re more concerned about your 2024 tax return right now than you are about your 2025 tax situation. That’s understandable because your 2024 individual tax return is due...

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01.27.25

Businesses: The Form W-2 and 1099-NEC deadline is coming up fast

Articles
Business Owners
Business Tax

With the 2025 tax filing season underway, be aware that the deadline is coming up fast for businesses to submit certain information returns to the federal government and furnish them...

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01.24.25
Ross Gobel

Navigating Market Volatility: Investment Strategies for Future Retirees

Articles
Wealth Management
Retirement 401k

Many people struggle with planning for retirement and managing anxiety over volatile markets. The shift from working and saving for retirement to spending the money in those accounts can be...

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01.22.25

So many KPIs, so much time: An overview for businesses

Articles
Business Owners
Business Tax

From the moment they launch their companies, business owners are urged to use key performance indicators (KPIs) to monitor performance. And for good reason: When you drive a car, you’ve...

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01.21.25

Early Bird Tips: Answering Your Tax Season Questions

Articles
Individual Tax & Planning

The IRS announced it will start the 2025 filing season for individual income tax returns on January 27. That’s when the agency began accepting and processing 2024 tax year returns....

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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.