News + Insights

Retirement may still seem far off, but the decisions you make in your 50s and early 60s can play a huge role in setting yourself up for financial success. Now...

Many industries have undergone monumental changes over the last decade or so. Broadly, there are two ways to adapt to the associated challenges: slowly or quickly. Although there’s much to...

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...

Are you starting a business with partners and deciding on the right entity? An S corporation might be the best choice for your new venture. One benefit of an S corporation One...

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...

I’ve met many business owners who poured decades into growing their companies but treated their exit strategy as an afterthought. They assume that when the time comes, selling will be...

What does it take to live longer while truly living well? Watch the recording of our March Hot Topic webinar to explore key strategies for longevity planning. Longevity planning goes...

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...

If you made significant gifts to your children, grandchildren or other heirs last year, it’s important to determine whether you’re required to file a 2024 gift tax return. And in...

Prior to the enactment of the Tax Cuts and Jobs Act (TCJA), businesses were able to claim a tax deduction for most business-related interest expense. The TCJA created Section 163(j),...

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 a business owner, you may be eligible to claim home office tax deductions that will reduce your taxable income. However, it’s crucial to understand the IRS rules to ensure...