Uncategorized

business woman looking at financial reports
06.30.25

Startup costs and taxes: What you need to know before filing

Articles
Business Owners
Business Tax

The U.S. Census Bureau reports there were nearly 447,000 new business applications in May of 2025. The bureau measures this by tracking the number of businesses applying for an Employer...

Read More
business professionals reviewing financial reports and calculating numbers.
06.30.25
Jake Thibault, CFP®

Company Valuation 101: Why It Matters for Your Equity and Liquidity Event

Blog
Business Owners
Advisory
Wealth Management

When you’re on the brink of a liquidity event through an acquisition, IPO, or secondary sale, the question isn’t just how much your company is worth. It’s how much of...

Read More
university campus building
06.24.25

Is college financial aid taxable? A crash course for families

Articles
Families
Individual Tax & Planning
Family Office

College can be expensive. According to the College Board, the average sticker price for tuition and fees at private colleges was $43,350 for the 2024–2025 school year. The average cost...

Read More
USA Supreme Court
06.24.25

Major Supreme Court Case Forces Business Owners to Revisit Their Buy Sell Agreement – Including the Impact on Company Owned Life Insurance

Webinar
Business Owners
Advisory

Wednesday, July 16 at 12:00 – 1:00 PM CT In light of recent legal developments from the Connelly v. United States Supreme Court decision, it’s crucial for business owners to...

Read More
computer and invoices
06.23.25

DOs and DON’Ts to help protect your business expense deductions

Articles
Business Owners
Business Tax

If you’re claiming deductions for business meals or vehicle expenses, expect the IRS to closely review them. In some cases, taxpayers have incomplete documentation or try to create records months...

Read More
Minneapolis stone arch bridge and skyline
06.23.25

BGM Named a 2025 Top Workplace by Star Tribune

News

BGM is proud to announce that the Firm has been recognized as a 2025 Top Workplace by the Minnesota Star Tribune — for the second consecutive year! This prestigious recognition...

Read More
06.18.25

Are you missing a valuable tax deduction for Medicare premiums?

Articles
Retirees
Individual Tax & Planning

If you’re age 65 or older and enrolled in basic Medicare insurance, you may need to pay additional premiums to receive more comprehensive coverage. These extra premiums can be expensive,...

Read More
06.17.25

CPA’s Guide to Unlocking IRC 179D Savings for Clients

Webinar
Business Tax

Thursday, June 26 from 12:00 – 1:00 PM CT Join Daniel Hurtado, CPA, Cost Segregation and R&D Practice Leader at BGM, for a follow-up discussion to our previous webinar, “Unlock...

Read More
The One, Big, Beautiful Bill could change the deductibility of R&E expenses
06.16.25

The One, Big, Beautiful Bill could change the deductibility of R&E expenses

Articles
Business Owners
Business Tax

The treatment of research and experimental (R&E) expenses is a high-stakes topic for U.S. businesses, especially small to midsize companies focused on innovation. As the tax code currently stands, the...

Read More
May Market Review
06.12.25

May Market Review

Articles
Market Review
Wealth Management

Imperfect Independence A Brief Review of Fed Independence May 2025 Key Observations Markets Warm with the Weather: May brought a more constructive tone as trade tensions eased, lifting sentiment and...

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.