News + Insights

A higher education is expensive, and many parents spend years saving up. Others haven’t had the financial bandwidth to save or have hit unexpected financial roadblocks along the way. Regardless...

A Volatile July, a Broader Market Market leadership broadened even as inflation, rates, and geopolitical risks weighed on sentiment. July 2026 Key Observations July was a volatile month as investors...

Wednesday, August 26, 2026 1 to 2 p.m. CT   You’re encouraged to share this event with friends, colleagues, and family members. Talking to your family about money, estate plans,...

BGM is proud to be recognized by INSIDE Public Accounting as a 2026 Top 200 Firm for the eighth consecutive year. This annual ranking of the 500 largest public accounting...

If part of your compensation comes from equity, knowing what you own matters. When someone tells me, “I have stock options,” my next question is always: “What kind?” Restricted stock...

Wednesday, September 23, 2026 12 to 1 p.m. CT   You’re encouraged to share this event with friends, colleagues, and family members. So you have a will. But what else...

Mutual funds offer an easy way to invest in a diversified portfolio compared to buying individual stocks and bonds. But the tax treatment of mutual funds isn’t so simple. How...

Building wealth is one challenge. Helping it benefit future generations is another. Why does so much family wealth fail to make it beyond the second or third generation? And how...

Your employees use Form W-4, “Employee’s Withholding Certificate,” to tell you how much federal income tax to withhold from their pay. Most forms are routine, but an altered certificate, unusual...

The IRS has made a midyear increase in the standard mileage rate for business vehicle use, including for cars, SUVs, vans, pickup trucks and panel trucks. These rates apply to...

Have you already made contributions to charity this year? Are you considering making more between now and year end? If so, it’s important to be familiar with the tax rules...

Offering a broad menu of employee benefits can help your business attract and retain skilled workers. One benefit that’s popular among employees with families is employer-provided child care. Although this...

U.S. Bureau of Labor Statistics data shows that hiring has slowed in recent months. Even so, thousands of people continue to start new jobs, and every new hire represents a...

Insurance costs have been rising fast, and many homeowners are wondering what changed.  Why do policies feel more expensive, more restrictive, and harder to understand? In this episode, Jon Meyer...

Tax problems can happen to even the most organized small business owners. A cash flow crunch, an unexpected tax notice, a missed filing deadline or a payroll tax oversight can...