News + Insights

Change in Leadership January Marked Political and Market Shifts in Leadership January 2025 Markets Key Observations Markets Adapt to Policy Shifts: President Trump’s executive orders kept investors on edge, but...

The U.S. District Court for the Eastern District of Texas has reinstated Beneficial Ownership Information (BOI) reporting requirements. This decision follows the court’s move to lift the preliminary injunction previously...

If you’re getting ready to file your 2024 tax return and your tax bill is higher than you’d like, there may still be a chance to lower it. If you’re...

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,...

Year-end, and the start of a new year, can be stressful for plan sponsors, administrators, and business owners regarding their retirement plan. This checklist for 401(k) plans is an essential...

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...

Information technology (IT) is constantly evolving. As the owner of a small to midsize business, you’ve probably been told this so often that you’re tired of hearing it. Yet technology’s...

In this webinar, Cory Parnell, CPA, Principal, BGM, and Tripp Murray, Managing Partner, Virentium Advisors gathered for an insightful discussion on navigating the challenges of cannabis financing in 2025. As cannabis...

The Child Tax Credit (CTC) has long been a valuable tax break for families with qualifying children. Whether you’re new to claiming the credit or you’ve benefited from it for...

Author: Aaron Stolz, Senior Accountant, BGM  As the cannabis industry continues to grow across the United States, new markets present opportunities for entrepreneurs and businesses looking to capitalize on this...

How can you maximize your investments and retirement accounts while managing taxes effectively? Watch the recording of our February Hot Topic webinar to learn practical tax strategies for 2025. We...

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...

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,...

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...

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...