Uncategorized

System,Hacked,Alert,Warning,On,Laptop,Screen,With,Red,Unlocked
05.11.26

Tax Identity Theft: Businesses Are at Risk, Too

Articles
Business Owners
Business Tax

Tax identity theft isn’t limited to individual taxpayers — businesses are also targeted through their Employer Identification Numbers (EINs), payroll systems and tax filings. The financial impact of these crimes...

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05.06.26

2 Retirement Plans for Small Businesses with Lean Budgets

Articles
Business Owners
Retirement 401k

Most business owners would like to offer their employees a 401(k) retirement savings plan with all the bells and whistles. But for small businesses with lean budgets and small staffs,...

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Hemp leaves on the background of the sky and the sun in summer at sunset
05.05.26

The Hemp Ban and the Future of Regulated Cannabis

Webinar
Cannabis

BGM and Marijuana Policy Project (MPP) invite you to join us for an in-depth look at how the cannabis and hemp community – and state legislatures – are responding to...

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Production,Engineer,Working,In,Commercial,Business,Building,With,The,Structural
05.04.26

Cost Segregation Studies Can Reveal Substantial Tax Savings

Articles
Business Owners
Business Tax

Businesses that own commercial real property may be sitting on an overlooked treasure chest of tax savings — and a cost segregation study can be the key to unlocking it....

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04.30.26

Strategic Alliances: Collaborate Now, Possibly Combine Later

Articles
Business Owners

Even if you aren’t currently preparing to sell your business, you might want to think strategically about your eventual buyer. Sophisticated buyers won’t only look at your financials, they’ll also...

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American,Money,In,A,Tip,Tray,When,Paying,A,Bill
04.28.26

IRS Issues Final Regulations on Tips Tax Break

Articles
Business Owners
Business Tax
Individual Tax & Planning

Last year, a new income tax deduction for qualified cash tips went into effect under the One Big Beautiful Bill Act (OBBBA). The break is scheduled to expire after 2028....

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Middle-aged business man sitting at a desk at a corporate office building, sitting in front of laptop and taking notes in a notebook
04.28.26

Hot Topic Webinar: Longevity Planning

Webinar

Wednesday, May 27, 2026 12 to 1 p.m. CT   You’re encouraged to share this event with friends, colleagues, and family members. What does it take to live longer while...

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Key, dollar sign, key hole, unlock
04.27.26

Unlock Tax-Free Gains with QSB Stock

Articles
Business Owners
Business Tax

If you run your business as a C corporation, you may be eligible for a potentially significant tax break for qualified small business (QSB) stock. This opportunity has existed for years,...

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Department of Justice, building, Washington D.C., American, flag
04.27.26

Potential Tax Impacts of DOJ Rescheduling Order

Articles
Cannabis
Business Owners
Business Tax

On April 23, 2026, the Department of Justice (“DOJ”) announced that it had issued an order, effective April 22, 2026, placing FDA-approved marijuana products and products containing marijuana subject to...

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Team of four people in a modern office building, sitting around conference table in front of a whiteboard
04.22.26
Jake Thibault, CFP®

What Happens to My Equity If I Leave Before the Exit?

Blog
Wealth Management

You joined a startup for the mission and the upside. But life happens, and sometimes you leave before the acquisition or initial public offering (IPO). Here’s what happens to your...

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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.