News + Insights

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. 

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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A businessperson talking to his accountant about employee retention credit claims
09.10.24
Cory M. Parnell, CPA

Navigating the Latest IRS Update on Employee Retention Credit Claims

Blog
Business Owners
Business Tax

The IRS recently announced significant progress in processing Employee Retention Credit (ERC) claims, and this move has caught the attention of many business owners. As the IRS accelerates its work...

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09.10.24

BGM Expands Its Footprint with New Office in Eagle Mountain, Utah

News

BGM is pleased to announce the opening of our new office in Eagle Mountain, Utah, marking a significant step in our firm’s strategic growth and commitment to providing exceptional service...

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A cannabis leaf
09.09.24
Cory M. Parnell, CPA

The Rescheduling of Cannabis: A Turning Point for Cannabis Industry Regulation

Blog
Cannabis

As the conversation surrounding the rescheduling of cannabis gains momentum, it is clear that we are at a pivotal moment in the history of cannabis regulation in the United States....

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A professional discussing investment strategies with their financial advisor
09.06.24
Spencer Davies, CFP®

Investment Strategies for Inheritors with Surplus Wealth: Turning a Windfall into Lasting Financial Security

Blog
Young Inheritors
Wealth Management

Inheriting a substantial sum of money is both a blessing and a challenge. While the opportunities can be vast for high-net-worth individuals, the potential pitfalls are equally significant. This kind...

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A cannabis leaf closeup
09.04.24
Aaron Stolz

Insights from the MN CLE Cannabis Conference

Blog
Cannabis

“The MN CLE Cannabis Conference was an invaluable opportunity for professionals across Minnesota’s cannabis industry to better understand the state’s evolving legal and regulatory landscape. As we continue to navigate...

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money sitting on top of a social security card
09.03.24

Hot Topic Webinar: Optimize Your Social Security Benefits

Webinar
Retirees
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 stack of dollars next to a bucket of coins
09.03.24
Ross Gobel

The Bucket Strategy: How to Organize Your Finances for a Stress-Free Retirement

Blog
Wealth Management
Retirement 401k

As a financial professional with years of experience planning for clients’ next stage of life, I have witnessed the many questions people struggle with when they prepare to retire. “What...

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A couple meeting with their financial advisor
08.28.24
Rebecca Hackbarth

Benefits of Family Office Services

Blog
Business Owners
Executives
Retirees
Family Office

More Money, More Problems? Consider Family Office Services. More money, more problems isn’t just an allusion to a chart-topping 90s hit song. Affluent families and individuals can, in fact, run...

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A graphic showing the words Brand Audit written on a piece of paper
08.28.24

Brand audits can help companies in a variety of ways

Articles
Business Owners

A strong brand can help boost revenue, while a weaker one may reduce sales opportunities and stifle growth. Like many business owners, you’ve probably spent considerable time and energy crafting...

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A graphic showing an accountant working with a calculator and financial documents
08.22.24

Beneficial Ownership Information (BOI) Filing Webinar

Webinar
Business Owners
Beneficial Ownership Information Filing (BOI)

In case you missed it, we hosted a webinar on “Beneficial Ownership Information (BOI) Filing” on Tuesday, August 27, presented by Cory Parnell, CPA, Principal of BGM. During the webinar,...

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A tax professional filling out Federal Estate Tax Exemption forms
08.22.24
Jake Thibault, CFP®

Understanding the Federal Estate Tax Exemption: What You Need to Know

Blog
Estate and Trust

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 business owner reviewing business continuity documents with his advisor
08.21.24

July Market Review

Articles
Market Review

Small Cap Equities Heat Up in July Falling Rates and Softer Inflation Contribute to a Reversal in Market Leadership  July 2024 Key Observations Softer inflation data released in July pushed...

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A graphic showing the words Accounting Method above charts
08.19.24

Cash or accrual accounting: What’s best for tax purposes?

Articles
Business Tax

Your businesses may have a choice between using the cash or accrual method of accounting for tax purposes. The cash method often provides significant tax benefits for those that qualify....

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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.