News + Insights

Tuesday, April 15 is the deadline for filing your 2024 tax return. But another tax deadline is coming up the same day, and it’s essential for certain taxpayers. It’s the...

Key Takeaway: You built your business with strategy, sacrifice, and stamina—but transitioning it requires a different kind of discipline. Whether you’re eyeing family members or key employees, the earlier you...

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...

When we prepare your tax return, we’ll check one of the following filing statuses: single, married filing jointly, married filing separately, head of household or qualifying widow(er). Only some people...

For cannabis business owners and investors, the IRS tax code provision Section 280E has long been a major obstacle. This law prevents businesses that “traffic” in controlled substances from deducting...

There are some nice tax breaks for transportation-related employee fringe benefits. If your employer offers these tax-favored fringes, you should probably take advantage of them by signing up. Here’s a...

In this webinar, Cory Parnell, Principal, BGM and Sasha Kalcheff-Korn, Executive Director, Realm of Caring discussed the critical role research plays in shaping market trends. As cannabis businesses strive to...

Growth Scare Hits Risk Assets High Valuations Come with High Expectations. U.S. Equity Markets Step Back on Growth Concerns. February 2025 Key Observations Growth Scare Hits Risk Assets: Weaker economic...

My interest in Formula 1 recently sparked back up, just in time for the 2025 season kickoff on March 16th. What fascinates me most is how teams navigate each Grand...

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...

A strong sales team is the driving force of most small to midsize businesses. Strong revenue streams are hard to come by without skilled and engaged salespeople. But what motivates...

Today’s job seekers and employees have grown accustomed to having an incredible amount of information at their fingertips. As a result, many businesses find that failing to adequately disclose certain...

You may wonder if you can claim itemized deductions on your tax return. Perhaps you made charitable contributions and were told in the past they couldn’t be claimed because you...

As we dive into 2025, it’s the perfect time to reassess your financial strategies, especially in budgeting and tax planning. The start of a new year offers a clean slate,...

Clients often ask when they should start claiming their Social Security benefits. While Social Security payments are generally not our clients’ primary source of retirement income, they are an essential...