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Browse BGM’s collective financial knowledge across a wide variety of topics and industry specific insights, as well as the most up to date news on our firm. 

Couple, home, holding keys, mortgage
10.27.26

How Mortgage Points May Affect Your Taxes

Articles
Individual Tax & Planning

If you’re in the process of buying a home, or you bought one earlier this year, you probably know that you may be able to claim the property tax deduction...

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Payroll,Management,Automation,Concept,,Businesswoman,Using,Software,For,Salary,Payment,
10.26.26

Payroll Tax Compliance: New Social Security Wage Base for 2027

Articles
Business Owners
Business Tax

If your small business has employees, you may need to budget for higher payroll costs next year, especially if you employ many high earners. The Social Security Administration recently announced...

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Finance and accountant team, working in office, for accounting and preparation services, for financial statements and cash flow with analyze data insight for finance and taxation planning.
10.23.26

7 Strategies for Business Owners to Reduce Taxes Before Year-End

Webinar
Business Owners
Business Tax

Thursday, November 12, 2026, from 12:00 – 1:00PM CT As 2026 comes to an end, business owners still have opportunities to reduce their tax liability. From maximizing deductions and retirement...

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Calendar, 2026, Wooden, Letters, TAX, on desk with, calculator
10.21.26

Finish 2026 Strong with These Year-End Tax Planning Strategies

Articles
Individual Tax & Planning

Even though tax filing season is still several months away, the decisions you make before January 1, 2027, could have a significant impact on your 2026 federal income tax liability....

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Man holding digital tablet, screen, reads, Increase?,
10.20.26

The Benefits of Increasing Your 401(k) Contributions Before the Year Runs Out

Articles
Individual Tax & Planning

As 2026 draws to a close, your employer’s 401(k) plan may offer an opportunity to reduce your current income taxes while building your retirement savings — or to boost your...

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Airport,Terminal:,Businessman,With,Rolling,Suitcase,Walks,,Uses,Smartphone,App
10.19.26

IRS Publishes New Per Diem Business Travel Rates for Fiscal Year 2027

Articles
Business Owners
Business Tax

Many businesses use federal “per diem” rates to reimburse employees for out-of-pocket travel expenses. In Notice 2026-60, the IRS announced special per diem rates that are effective for the federal...

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10.15.26
Jake Thibault, CFP®

Exit & End: Crafting a New Identity Beyond Your Exit

Blog
Business Owners

How an exit can change your relationship with work, money, and who you are next. For years, you’ve been working at a company approaching an exit. The day finally comes,...

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Target, 2026, Year-end, Tax Strategies, businesses
10.14.26

5 Year-End Tax Planning Strategies for Businesses

Articles
Business Owners
Business Tax

The 2026 tax year is almost over, but you still have time to implement year-end tax planning strategies to reduce your business’s federal income tax liability. Let’s look at a...

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10.13.26

When Saving More Starts Working Against Your Retirement (Ep. 13)

Podcast

Watch us on YouTube at https://youtu.be/h2SPZAM_dpY. Connect with Jon Meyer: BGM LinkedIn: Jon Meyer Email: jmeyer@BGM360.com Schedule a Call Transcript [00:00:00] Jon Meyer: I think people go through life saving...

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Business,Growth,2026,Concept,With,Digital,Graph,And,Upward,Trend,
10.12.26

Expecting a Big Revenue Year? Consider Tax Moves Before Year End

Articles
Business Owners
Business Tax

For most small business owners, strong revenue growth is something to celebrate. But a profitable year can also significantly increase your income tax liability. If your business is on track...

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Family, in the kitchen, Mom, Dad, Son, Daughter, making dinner.
10.12.26

IRS Guidance Clarifies Employer Contributions to 530A Accounts and More

Articles
Individual Tax & Planning
Business Tax

Getting children on the road to a financially secure future can be a challenge. To help, the One Big Beautiful Bill Act (OBBBA) created Section 530A accounts (also known as...

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Close up of woman at desk, participating in a video call webinar on her laptop
10.07.26

Hot Topic Webinar: Quarterly Economic Update

Webinar

Monday, October 26, 2026 12 to 1 p.m. CT   You’re encouraged to share this event with friends, colleagues, and family members. Markets have had plenty to digest this year....

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Data sheets and charts, Sticky note, clipped to report, text: Interim, Report
10.07.26

Make More Timely Business Decisions with Interim Financial Reports

Articles
Business Owners

If you decide to hire new employees, adjust prices or expand operations, you shouldn’t rely on financial information that might be months out of date. And this may be the...

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Coffee shop, teen, employee, barista, making coffe, order
10.06.26

Working Teens Can Maximize the Power of Tax-Deferred — or Tax-Free — Compounding With an IRA

Articles
Individual Tax & Planning

Retirement is far from most teenagers’ minds when they get their first jobs. Most young people are more interested in spending their earnings or saving for a shorter-term goal. But...

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Business professional, writing on white board, text: Audit? We can help!
10.05.26

Business Owner FAQs About IRS Audits

Articles
Business Owners

IRS audit rates remain relatively low, but that’s little consolation if the IRS selects your return for an examination. Although most taxpayers will never face an audit, business owners often...

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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.