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Access Our Wealth of Knowledge

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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. 

young cannabis sprout grows from coins against a blurry background of nature
02.11.25

Navigating the Challenges of Cannabis Financing in 2025

Webinar
Cannabis

In this webinar, Cory Parnell, CPA, Principal, BGM, and Tripp Murray, Managing Partner, Virentium Advisors gathered for an insightful discussion on navigating the challenges of cannabis financing in 2025. As cannabis...

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a family walking down the sidewalk with their kids
02.11.25

Financial relief for families: The benefits of the Child Tax Credit

Articles
Families
Individual Tax & Planning

The Child Tax Credit (CTC) has long been a valuable tax break for families with qualifying children. Whether you’re new to claiming the credit or you’ve benefited from it for...

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A cannabis leaf sitting on top of spread out us dollars
02.11.25
Aaron Stolz

Financial Considerations for Entering New Cannabis Markets

Blog
Cannabis

Author: Aaron Stolz, Senior Accountant, BGM  As the cannabis industry continues to grow across the United States, new markets present opportunities for entrepreneurs and businesses looking to capitalize on this...

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a graphic showing a bar chart that's increasing from left to right with the year 2025 over top of it
02.10.25

Hot Topic Webinar: Tax Planning for Investments & Retirement

Webinar
Individual Tax & Planning
Retirement 401k
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 business professional working on a calculator while reviewing their taxes owed on tips
02.10.25

Questions about taxes and tips? Here are some answers for employers

Articles
Business Owners
Business Tax

Businesses in certain industries employ service workers who receive tips as a large part of their compensation. These businesses include restaurants, hotels and salons. Compliance with federal and state tax...

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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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two professionals discussing documents relevant to D&O insurance
02.05.25

D&O insurance may be worth considering for some companies

Articles
Business Owners
Advisory

Strong leadership is essential to running a successful business. However, as perhaps you’ve experienced, playing the role of a strong leader can force you to make tough decisions that expose...

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a graphic showing the words Retirement Tax Implications under a hand pulling on a knotted string
02.04.25

Taming the tax tangle if you’re retiring soon

Articles
Retirees
Retirement 401k

Retirement is often viewed as an opportunity to travel, spend time with family or simply enjoy the fruits of a long career. Yet the transition may bring a tangle of...

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a graphic showing cartoon business professional standing around large numbers showing the year 2025
02.03.25

Many business tax limits have increased in 2025

A variety of tax-related limits that affect businesses are indexed annually based on inflation. Many have increased for 2025, but with inflation cooling, the increases aren’t as great as they...

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two business professionals shaking hands after discussing the sale of a business
01.30.25
Spencer Davies, CFP®

Avoiding Common Mistakes When Selling Your Business

Blog
Business Owners
Advisory

Did you know that 80% of businesses listed for sale never actually sell? Many owners enter the process unprepared, leading to financial losses, drawn-out negotiations, and even regret. Establishing a...

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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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a graphic showing the words tax 2025 on a notepad with an accoutnant working behind it
01.28.25

Looking ahead to 2025 tax limits as you prepare to file your 2024 return

Articles
Individual Tax & Planning

Chances are, you’re more concerned about your 2024 tax return right now than you are about your 2025 tax situation. That’s understandable because your 2024 individual tax return is due...

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a graphic showing a puzzle with one piece showing the word Tax being placed over an empty space with the year 2025 on it
01.27.25

Businesses: The Form W-2 and 1099-NEC deadline is coming up fast

Articles
Business Owners
Business Tax

With the 2025 tax filing season underway, be aware that the deadline is coming up fast for businesses to submit certain information returns to the federal government and furnish them...

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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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“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.