Uncategorized

HDHP HSA Health Care
10.28.25

Is an HDHP Plus an HSA a Financially Smart Health Care Option for You?

Articles
Individual Tax & Planning

Health care costs continue to increase. Pairing a high-deductible health plan (HDHP) with a Health Savings Account (HSA) can help. Insurance premiums will be lower because of the high deductible....

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2026 Cost of Living
10.23.25

What Do the 2026 Cost-of-Living Adjustment Numbers Mean for You?

Articles
Individual Tax & Planning

The IRS recently issued its 2026 cost-of-living adjustments for more than 60 tax provisions. The One Big Beautiful Bill Act (OBBBA) makes permanent or amends many provisions of the Tax...

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10.22.25

Fundamental Building Blocks of an Employee Wellness Program

Articles
Business Owners
Business Tax

In a business context, a wellness program is an employer-sponsored initiative designed to promote employees’ physical, mental and emotional well-being. These programs can take many forms, but their underlying goal...

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SALT Deduction Cap Increase
10.21.25

The 2025 SALT Deduction Cap Increase Might Save You Substantial Taxes

Articles
Advisory
Individual Tax & Planning

If you pay more than $10,000 in state and local taxes (SALT), a provision of the One Big Beautiful Bill Act (OBBBA) could significantly reduce your 2025 federal income tax...

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exit planning
10.13.25
Jake Thibault, CFP®

Before the Exit: 5 Strategic Moves to Make Now

Blog
Business Owners
Advisory

The opinion of the author is subject to change without notice and must be considered in conjunction with relevant regulation, as well as subsequent changes in the marketplace. Any information...

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OBBBA Reporting Rules
10.09.25

New Information Return and Payroll Tax Reporting Rules Require Attention

Articles
Business Owners
Advisory

The One Big Beautiful Bill Act (OBBBA) introduced or updated numerous business-related tax provisions. The changes that are likely to have a major impact on employers and payroll management companies...

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Business Bonus Plans
10.08.25

Designing The Right Bonus Plan for Your Business

Articles
Business Owners
Advisory

Today’s employees have a wealth of information at their fingertips and many distractions competing for their attention. Maintaining focus and productivity can be challenging. One proven lever for promoting engagement...

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insurance during storm season
10.03.25
Ross Gobel

Storm Season Is Coming: Is Your Insurance Adequate?

Blog
Wealth Management

The opinion of the author is subject to change without notice and must be considered in conjunction with relevant regulation, as well as subsequent changes in the marketplace. Any information...

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two financial advisors reviewing the one big beautiful bill
10.03.25

Hot Topic Webinar: Quarterly Economic Update

Webinar
Wealth Management
Trusts

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 strategy
10.01.25

Is Your Company’s Pricing Strategy Still Viable?

Articles
Business Owners
Business Tax

Pricing is among the most powerful levers for business owners to calibrate their companies’ profitability. Set prices too low and you risk leaving money on the table. Set them too...

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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.