News + Insights

Speakers: Cory Parnell, Patrick Wheeler, Brian Stueve In today’s dynamic business environment, mastering financial complexities is crucial for growth and stability. This session delves into the innovative approach of fractional...

Some people mistakenly believe that Social Security benefits are always free from federal income tax. Unfortunately, that’s often not the case. In fact, depending on how much overall income you...

In a significant development that has introduced uncertainty across the business landscape, the Corporate Transparency Act (CTA) is at the heart of constitutional scrutiny. As part of BGM’s commitment to...

The qualified business income (QBI) deduction is available to eligible businesses through 2025. After that, it’s scheduled to disappear. So if you’re eligible, you want to make the most of...

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...

The driving revenue force of just about every kind of business is sales. But all too often, once a sales team is up and running, it’s left to its own...

This comprehensive session with Greenspoon Marder LLP navigates the complexities of tax refund claims and strategies, inspired by Trulieve’s recent significant tax refund success. This session delves into the intricacies...

Unemployment has been holding steady recently at 3.7%. But there are still some people losing their jobs — particularly in certain industries including technology and media. If you’re laid off...

In the dynamic business world, having a seasoned financial strategist can be the difference between thriving and merely surviving. For many start ups, small and medium-sized enterprises, the solution doesn’t...

The credit for increasing research activities, often referred to as the research and development (R&D) credit, is a valuable tax break available to certain eligible small businesses. Claiming the credit...

Key Takeaway: With the coming estate law changes at the end of 2025, estate planning takes on a bit more urgency if you have a large estate. This is especially...

Few and far between are businesses that can either launch or grow without an infusion of outside capital. In some cases, that capital comes in the form of a commercial...

With the high cost of college, many parents begin saving with 529 plans when their children are babies. Contributions to these plans aren’t tax deductible, but they grow tax deferred....

If you want to withdraw cash from your closely held corporation at a low tax cost, the easiest way is to distribute cash as a dividend. However, a dividend distribution...

The ongoing debate over reclassifying cannabis from Schedule I to Schedule III under the Controlled Substances Act is a pivotal discussion in the realms of public policy, health, and economics....