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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. 

02.10.25

Questions about taxes and tips? Here are some answers for employers

Articles
Business Owners
Business Tax

Businesses in certain industries employ service workers who receive tips as a large part of their compensation. These businesses include restaurants, hotels and salons. Compliance with federal and state tax...

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02.10.25
Jake Thibault

Planning for Liquidity Events: What to Do After Major Funding Round or Exit

Blog
Business Owners

The U.S Open of Entrepreneurial Success A major liquidity event represents a pivotal moment for any founder, entrepreneur, or early employee. Whether through a successful funding round or company exit,...

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02.06.25

President Trump’s tax plan: What proposals are being discussed in Washington?

Articles
Business Tax
Individual Tax & Planning

President Trump and the Republican Congress plan to act swiftly to make broad changes to the United States — including its federal tax system. Congress is already working on legislation...

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02.05.25

D&O insurance may be worth considering for some companies

Articles
Business Owners
Advisory

Strong leadership is essential to running a successful business. However, as perhaps you’ve experienced, playing the role of a strong leader can force you to make tough decisions that expose...

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02.04.25

Taming the tax tangle if you’re retiring soon

Articles
Retirees
Retirement 401k

Retirement is often viewed as an opportunity to travel, spend time with family or simply enjoy the fruits of a long career. Yet the transition may bring a tangle of...

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02.03.25

Many business tax limits have increased in 2025

A variety of tax-related limits that affect businesses are indexed annually based on inflation. Many have increased for 2025, but with inflation cooling, the increases aren’t as great as they...

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01.30.25
Spencer Davies, CFP®

Avoiding Common Mistakes When Selling Your Business

Blog
Business Owners
Advisory

Did you know that 80% of businesses listed for sale never actually sell? Many owners enter the process unprepared, leading to financial losses, drawn-out negotiations, and even regret. Establishing a...

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01.29.25

Does 280E Apply? What the Cannabis Industry and IRS are Saying

Webinar
Cannabis

In this webinar, cannabis industry experts, Calvin Shannon, Principal at BGM, Nick Richards, Tax Partner at Greenspoon Marder LLP, and Hannah King, Partner at Dentons, gathered for a timely discussion...

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01.28.25

Looking ahead to 2025 tax limits as you prepare to file your 2024 return

Articles
Individual Tax & Planning

Chances are, you’re more concerned about your 2024 tax return right now than you are about your 2025 tax situation. That’s understandable because your 2024 individual tax return is due...

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01.27.25

Businesses: The Form W-2 and 1099-NEC deadline is coming up fast

Articles
Business Owners
Business Tax

With the 2025 tax filing season underway, be aware that the deadline is coming up fast for businesses to submit certain information returns to the federal government and furnish them...

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01.24.25
Ross Gobel

Navigating Market Volatility: Investment Strategies for Future Retirees

Articles
Wealth Management
Retirement 401k

Many people struggle with planning for retirement and managing anxiety over volatile markets. The shift from working and saving for retirement to spending the money in those accounts can be...

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01.22.25

So many KPIs, so much time: An overview for businesses

Articles
Business Owners
Business Tax

From the moment they launch their companies, business owners are urged to use key performance indicators (KPIs) to monitor performance. And for good reason: When you drive a car, you’ve...

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01.21.25

Early Bird Tips: Answering Your Tax Season Questions

Articles
Individual Tax & Planning

The IRS announced it will start the 2025 filing season for individual income tax returns on January 27. That’s when the agency began accepting and processing 2024 tax year returns....

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01.20.25

2025 Tax Calendar

Articles
Business Owners
Individual Tax & Planning
Business Tax

To help make sure you don’t miss any important 2025 deadlines, we’re providing this summary of when various tax-related forms, payments and other actions are due. Please review the calendar...

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01.15.25

3 ways businesses can get more bang for their marketing bucks

Articles
Business Owners

Most small to midsize businesses today operate in tough, competitive environments. That means it’s imperative to identify and reach the right customers and prospects. However, unlike large companies, your business...

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