News + Insights

Although your business may seem big to you, you may wonder how the government classifies it for tax purposes. If your organization qualifies as a “small business,” you may enjoy...

Wednesday, May 27 at 12:00 p.m. CT from 12:00 – 1:00 PM CT On April 23, 2026, the Department of Justice (“DOJ”) issued an order placing FDA-approved marijuana products and...

Money decisions often feel logical, but the emotions behind them tell a very different story. Why do families avoid the hardest conversations, even when they matter most? And how can...

Earnings Power Strong Q1 earnings fuel global rally and reinforce the case for diversification. April 2026 Key Observations Global equities rebounded sharply in April. After a turbulent start to the...

Given the many potential threats to your business’s assets, cash flow and human resources, which types of insurance products and how much coverage do you need? Some organizations pay for...

One of the most common things I see in financial planning is not someone making a “bad” decision. More often, it’s that no decision gets made at all. Life gets...

Whether you’re relocating for work, retirement, family or lifestyle reasons, state taxes can have a significant financial impact. Taxes vary widely from state to state. And establishing residency for 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...

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,...

Wednesday, May 20 at 12:00 p.m. CT from 12:00 – 1:00 PM CT BGM and Marijuana Policy Project (MPP) invite you to join us for an in-depth look at how...

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....

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...

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....

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...

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,...