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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. 

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10.30.24

Building on Success: Leadership Changes at BGM

News

We are excited to announce that Dane Boeckermann, current Principal and President of CPA Services, has been named the new CEO as a result of Cory Parnell’s term coming to...

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2 business people reviewing documents and quarterly graphs
10.29.24

Hot Topic Webinar: Private Equity Investing – Is It for You?

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 graphic showing the years 2024 and 2025 connected as puzzle blocks
10.28.24

How will the 2025 inflation adjustment numbers affect your year-end tax planning?

Articles
Individual Tax & Planning

The IRS has issued its 2025 inflation adjustment numbers for more than 60 tax provisions in Revenue Procedure 2024-40. Inflation has moderated somewhat this year over last, so many amounts will...

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a couple planning for retirement
10.28.24
Ross Gobel

Creating a Sustainable Withdrawal Plan for Your Retirement

Blog
Retirement 401k
Wealth Management

The opinion of the author is subject to change without notice and must be considered in conjunction with relevant regulation, as well as subsequent changes in the marketplace. Any information...

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A graphic showing the word value spelled out with blocks
10.24.24

Meet BGM’s New Partner, SealedBid: Maximizing Value in an M&A Transaction

Webinar
Event
Advisory

Presenters: Cory Parnell, CEO at BGM, and Blake Johnson, Director at SealedBid In this webinar, Cory and Blake introduced BGM’s recently announced affiliate SealedBid, a lower mid-market Mergers & Acquisitions...

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A graphic showing wage base increasing from left to right
10.23.24

Employers: In 2025, the Social Security wage base is going up

Articles
Business Owners
Business Tax

As we approach 2025, changes are coming to the Social Security wage base. The Social Security Administration recently announced that the wage base for computing Social Security tax will increase...

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A graphic showing data security in an abstract from
10.10.24
Spencer Davies, CFP®

Digital Security 101: Protect Yourself

Blog
Families
Retirees
Young Inheritors
Wealth Management

The opinion of the author is subject to change without notice and must be considered in conjunction with relevant regulation, as well as subsequent changes in the marketplace. Any information...

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A home in Minnesota
10.10.24
John Barghini, CPA, MBT

Minnesota Property Tax Refund and Certificates of Rent Paid Changes for 2024: What Homeowners and Landlords Need to Know

Blog
Individual Tax & Planning

Property Tax Refund Changes In May 2024, Minnesota passed a tax law that enhances benefits to homeowners and renters’ property tax refund program. As we discussed in a previously published...

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A cannabis plant unharvested
10.08.24
Jacob Irving, J.D.

Seeding the Industry: Minnesota’s Office of Cannabis Management Continues Rolling Out Adult-Use Licensing

Blog
Cannabis

This week, the Minnesota Office of Cannabis Management announced that they are still processing the 1,817 social equity adult-use Cannabis licensing applications received by the Office in August. The previous...

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2 business people reviewing documents and quarterly graphs
10.01.24

Hot Topic Webinar: Quarterly Economic Update

Event
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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100-dollar bills with a stethoscope on it
09.27.24
Ross Gobel

The Role of Health in Retirement Planning: Preparing for Medical Expenses

Blog
Healthcare
Retirement 401k

Sources: https://www.ml.com/articles/healthcare-in-retirement.html https://hvsfinancial.com/2022/10/17/medicare-and-social-security-colas-putting-the-2023-numbers-into-context/ The opinion of the author is subject to change without notice and must be considered in conjunction with relevant regulation, as well as subsequent changes in the...

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A woman looking at her phone that shows a stock chart on a trading app
09.23.24
Jake Thibault, CFP®

ISOs vs. NSOs: Which Are Better?

Blog
Team Members
Individual Tax & Planning
Wealth Management

The opinion of the author is subject to change without notice and must be considered in conjunction with relevant regulation, as well as subsequent changes in the marketplace. Any information...

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A graphic showing Q4 2024 tax calendar
09.23.24

2024 Q4 tax calendar: Key deadlines for businesses and other employers

Articles
Business Owners
Business Tax

Here are some of the key tax-related deadlines affecting businesses and other employers during the fourth quarter of 2024. Keep in mind that this list isn’t all-inclusive, so there may...

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A graphic showing Fraud spelled out with blocks under a magnifying glass
09.18.24

Businesses must stay on guard against invoice fraud

Articles
Business Owners
Advisory

Fraud is a pernicious problem for companies of all shapes and sizes. One broad type of crime that seems to be thriving as of late is invoice fraud. In the...

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A compass rose
09.12.24

Building a Financial Roadmap: Effective Budgeting & Forward-Looking Strategies

Webinar
Business Owners
Advisory
Outsourced Accounting

Presenters: Cory Parnell, Brian Stueve, and Patrick Wheeler In this webinar, Cory Parnell, CPA, Principal and CEO, Brian Stueve, CPA, Principal, and Patrick Wheeler, CPA, Principal, explored the critical aspects...

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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.