Uncategorized

12.09.25

Hot Topic Webinar: 2026 Annual Economic Update

Webinar
Wealth Management

This presentation is offered for educational purposes only and should not be considered a comprehensive review or analysis of the topics discussed today. These materials are not a substitute for...

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Business concept. Text Interest Expense with banknote, pen and calculator on wooden table background.
12.08.25

New Law Eases the Limitation on Business Interest Expense Deductions for 2025 and Beyond

Articles
Business Owners
Business Tax

Interest paid or accrued by a business is generally deductible for federal tax purposes. But limitations apply. Now some changes under the One Big Beautiful Bill Act (OBBBA) will result...

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12.03.25
Jake Thibault, CFP®

Who Should You Call First After a Liquidity Event? (Hint: It’s Not Your Realtor)

Blog
Wealth Management

So it finally happened. Your startup got acquired. Or maybe you just got through your IPO lockup period. Either way, you’re looking at your bank account and having to count...

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December 2025 calendar page with red push pin on yellow color background.
12.03.25

There’s Still Time to Save 2025 Taxes

Articles
Individual Tax & Planning

Just because it’s December doesn’t mean it’s too late to reduce your 2025 tax liability. Consider implementing one or more of these year-end tax-saving ideas by December 31. Defer income and...

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Alarm Clock, Thought Bubble with the word Outsourcing
12.01.25

Is It Time for Your Business to Start Outsourcing?

Articles
Business Owners

As a small to midsize business grows, demands on its time, talent and resources inevitably expand right along with it. Many business owners reach a point where continuing to do...

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11.30.25

November 2026 Market Review

Articles
Market Review
Wealth Management

A Pause for Perspective What the recent commotion in markets reveals about the underlying cycle. November 2026 Key Observations After a brisk rally in October, November saw muted returns across...

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Green hemp leaf on American flag
11.25.25

Rising to the Moment: Protecting and Advancing Cannabis Legalization in a Changing America

Webinar
Cannabis

BGM and Marijuana Policy Project (MPP) discussed the current state of the national legalization landscape and addressed how cannabis industry leaders and advocates can work together to protect and advance...

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Business Handshake in Office
11.25.25

How Will Taxes Affect Your Merger or Acquisition?

Articles
Business Owners
Business Tax

Whether you’re selling your business or acquiring another company, the tax consequences can have a major impact on the transaction’s success or failure. So if you’re thinking about a merger...

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Retirement Nest Egg
11.25.25

Ready to Grow Your Nest Egg? The IRS Releases 2026 Retirement Plan Contribution Limits

Articles
Retirement 401k

With Notice 2025–67, the IRS has issued its 2026 inflation-adjusted retirement plan contribution limits. Although the changes are more modest than in recent years, most retirement-plan-related limits will still increase...

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Significant Tax Savings For Manufacturers
11.19.25

New Deduction for QPP Can Save Significant Taxes for Manufacturers and Similar Businesses

Articles
Business Owners
Manufacturers & Distributors
Business Tax

The One Big Beautiful Bill Act (OBBBA) allows 100% first-year depreciation for nonresidential real estate that’s classified as qualified production property (QPP). This new break is different from the first-year...

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