News + Insights

How to Gift Assets to Family Members and Charities in a Tax-Efficient Manner When it comes to managing substantial wealth, an important strategy to consider is gifting. While this can...

Let’s say you own real estate that has been held for more than one year and is sold for a taxable gain. Perhaps this gain comes from indirect ownership of...

Federal estimated tax payments are designed to ensure that certain individuals pay their fair share of taxes throughout the year. If you don’t have enough federal tax withheld from your...

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...

In the competitive world of Software as a Service (SaaS), understanding and effectively utilizing Key Performance Indicators (KPIs) is essential for evaluating success and driving growth. KPIs provide valuable insights...

The evolving nature of various industries presents unique challenges and opportunities for businesses. Effective financial management is crucial, making the roles of Chief Financial Officer (CFO) and Controller essential. Although...

BGM is thrilled to announce that the firm has been named a 2024 “IPA 200 Firm” by INSIDE Public Accounting (IPA).This is the sixth year in a row BGM has...

As a professional in the trust industry, a key discussion I have with clients is regarding the most effective methods for transferring wealth to the next generation. While outright gifts...

It might seem like we just rang in the New Year, and suddenly, in the blink of an eye, the year is half over.  So it could come as a...

Receiving a significant inheritance can be a life-changing experience, offering both exciting opportunities and potential challenges. Whether the funds come from a family member’s estate or an unexpected inheritance, managing...

Many Americans receive disability income. Are you one of them, or will you soon be? If so, you may ask: Is the income taxed and if it is, how? It...

Publicly traded and private companies often share a portion of the success with employees through equity compensation. One common method is called restricted stock units (RSUs). These can be an...

When the leadership teams of many companies engage in strategic planning, they may be inclined to play it safe. And that’s understandable; sticking to strengths and slow, measured growth are...

BGM, a nationally recognized top 200 accounting and advisory firm, is excited to announce the addition of SealedBid, a specialized lower mid-market mergers and acquisitions (M&A) firm based in Minneapolis,...

Key Takeaway: Strategy should always take precedence over tactics. This is especially true with all the investment solutions being touted as the answer to people’s main fear: losing money. However,...