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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. 

Business professionals discussing liquidity while reviewing financial documents
02.10.25
Jake Thibault, CFP®

Planning for Liquidity Events: What to Do After Major Funding Round or Exit

Blog
Business Owners

The U.S Open of Entrepreneurial Success A major liquidity event represents a pivotal moment for any founder, entrepreneur, or early employee. Whether through a successful funding round or company exit,...

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The white house
02.06.25

President Trump’s tax plan: What proposals are being discussed in Washington?

Articles
Business Tax
Individual Tax & Planning

President Trump and the Republican Congress plan to act swiftly to make broad changes to the United States — including its federal tax system. Congress is already working on legislation...

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cannabis plants growing in a grow room
01.29.25

Does 280E Apply? What the Cannabis Industry and IRS are Saying

Webinar
Cannabis

In this webinar, cannabis industry experts, Calvin Shannon, Principal at BGM, Nick Richards, Tax Partner at Greenspoon Marder LLP, and Hannah King, Partner at Dentons, gathered for a timely discussion...

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Stock market data with uptrend vector
01.24.25
Ross Gobel

Navigating Market Volatility: Investment Strategies for Future Retirees

Articles
Wealth Management
Retirement 401k

Many people struggle with planning for retirement and managing anxiety over volatile markets. The shift from working and saving for retirement to spending the money in those accounts can be...

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a graphic showing the words "Tax Deadline" on a sticky note stuck on a calendar
01.20.25

2025 Tax Calendar

Articles
Business Owners
Individual Tax & Planning
Business Tax

To help make sure you don’t miss any important 2025 deadlines, we’re providing this summary of when various tax-related forms, payments and other actions are due. Please review the calendar...

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newly sprouted cannabis plants in a greenhouse with workers in the background
01.08.25

Want a Cannabis License? Tips for Success in Minnesota’s Licensing Process

Webinar
Cannabis

In this webinar, industry pros Peter Prevot, CPA (COO), Jacob Irving, J.D. (VP of Consulting Services), and Ben Ogren (Cannabis Consultant) from Bridge West Consulting, gathered for an informative chat...

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A graphic showing an accountant working on a laptop with charts and graphs floating above it
01.06.25

How Section 1231 gains and losses affect business asset sales

Articles
Business Owners
Business Tax

When selling business assets, understanding the tax implications is crucial. One area to focus on is Section 1231 of the Internal Revenue Code, which governs the treatment of gains and...

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A graphic showing difference paths a person can take
12.23.24

Operating as a C corporation: Weigh the benefits and drawbacks

Articles
Business Owners
Business Tax

When deciding on the best structure for your business, one option to consider is a C corporation. This entity offers several advantages and disadvantages that may significantly affect your business operations...

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a graphic showing an accountant working on a laptop
12.23.24

Hot Topic Webinar: 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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A cannabis leaf
12.23.24
Ben Ogren

Minnesota’s Cannabis Licensing Cycle: A Path Forward for Social Equity and Market Launch

Blog
Cannabis

Author: Ben Ogren, Cannabis Consultant at Bridge West Consulting Minnesota’s cannabis industry is gearing up for a fresh start as the Office of Cannabis Management (OCM) announced the launch of...

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An older couple reviewing their financial portfolio
12.17.24
Jake Thibault, CFP®

Tax Planning Tips for Exercising Stock Options

Blog
Wealth Management
Individual Tax & Planning

Stock options have become a powerful tool in modern compensation packages, offering employees the potential for significant financial growth. However, the path to maximizing their value is fraught with complex...

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A graphic showing the words Intangible Assets
12.16.24

The tax treatment of intangible assets

Articles
Business Owners
Business Tax

Intangible assets, such as patents, trademarks, copyrights and goodwill, play a crucial role in today’s businesses. The tax treatment of these assets can be complex, but businesses need to understand...

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a tax professional reviewing financial charts
12.16.24

November Market Review

Articles
Market Review
Wealth Management

Riding the Wave Post-Election Optimism Fuels U.S. Markets While Global Uncertainty Lingers  November 2024 Key Observations A Republican victory fueled a rally in the U.S. equity markets in anticipation of...

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A graphic showing the year 2024 turning into 2025
12.12.24
Corey W. Edmunds, CPA, MBT

Now’s the Time to Start Year-End Tax Planning for 2024

Blog
Business Tax
Individual Tax & Planning

As the year draws to a close, you’ll want to make critical tax-planning decisions that can significantly impact your company’s financial standing. Whether it involves purchases, deferring expenses, maximizing credits,...

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an analog clock, a coffee mug, and glasses
12.12.24
Dane J. Boeckermann, CPA

Year-End Accounting Checklist: 10 Things to Cross off Your List

Blog
Families
Executives
Business Owners
Advisory
Audit & Assurance
Outsourced Accounting

As 2024 winds down, you should square away several accounting tasks. Your accounting books should be organized, up-to-date, and ready to transition into a new year. To prepare for 2025,...

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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.