News + Insights

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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. 

A photo of the Minnesota state capital building
06.10.25

Tax breaks in 2025 and how The One, Big, Beautiful Bill could change them

Articles
Families
Executives
Individual Tax & Planning

The U.S. House of Representatives passed The One, Big, Beautiful Bill Act on May 22, 2025, introducing possible significant changes to individual tax provisions. While the bill is now being...

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A puzzle with the word business on it and another piece with taxes on it
06.09.25

5 tax breaks on the table: What business owners should know about the latest proposals

Articles
Business Owners
Business Tax

A bill in Congress — dubbed The One, Big, Beautiful Bill — could significantly reshape several federal business tax breaks. While the proposed legislation is still under debate, it’s already...

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Grandfather and grandson sitting on a dock by a lake watching beautiful sunset.
06.09.25
Ross Gobel

Why Creating Memories May Matter More Than Growing an Inheritance

Blog
Families
Wealth Management

My team and I spend a lot of time discussing ways to grow your wealth, such as what to invest in, how much you should be saving for retirement, and...

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Changing World Of Investments Webinar
06.04.25

Hot Topic Webinar: The Changing World of Investments

Webinar
Wealth Management

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...

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Businesswoman with short haircut sitting in airplane cabin and chatting online on smartphone while checking email on laptop computer
06.04.25

Planning a summer business trip? Turn travel into tax deductions

Articles
Business Tax

If you or your employees are heading out of town for business this summer, it’s important to understand what travel expenses can be deducted under current tax law. To qualify,...

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A rendering of a green road sign with marijuana leaf for Minnesota
06.04.25

So, You’re a Qualified Cannabis Applicant: 7 Steps You Need to Take

Webinar
Cannabis

With Minnesota’s cannabis licensing process now underway, receiving preliminary approval is just the beginning. The real work — and opportunity — starts now. In this webinar, Peter Prevot, CPA, CIA,...

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Research & Development Tax Credit Development
06.04.25

Unlock Research & Development Tax Credits for CPA Firms: A Strategic Advisory Opportunity

Webinar
Business Owners
Business Tax

Join Daniel Hurtado, CPA, Cost Segregation and R&D Practice Leader, of BGM, for a discussion on how utilizing Research & Development (R&D) Tax Credits can positively affect your firm. R&D...

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Financial adviser working with client, calculating and analyzing data at the table in office.
06.03.25

Exciting News: BGM Launches Succession & Exit Planning Service Line

News
Business Owners
Advisory

We are thrilled to announce the launch of our new Succession & Exit Planning service line at BGM, which is dedicated to helping business owners smoothly navigate the complex process...

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A magnifying glass with living trust and estate planning on it
06.03.25

The advantages of a living trust for your estate plan

Articles
Families
Estate and Trust

Do you believe you don’t need to worry about estate planning because of the current federal estate tax exemption ($13.99 million per individual or $27.98 million for married couples in...

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the US capital with the words one big beautiful bill act hovering over it
06.02.25

The House passes The One, Big, Beautiful Bill Act: An overview of its tax provisions

Articles
Business Tax

The U.S. House of Representatives passed its sweeping tax and spending bill, dubbed The One, Big, Beautiful Bill Act (OBBBA), by a vote of 215 to 214. The bill includes...

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close up shot of a digital stock market tracking graph following a recent crash in prices. Bear market 3D illustration
06.02.25
Jake Thibault, CFP®

Liquidity Events Decoded: What Happens to Your Stock in an IPO, Acquisition, or Secondary Sale?

Blog
Wealth Management

If you’re a startup employee or early-stage investor holding equity, you’ve likely imagined the day your paper wealth becomes real. That day typically arrives in the form of a liquidity...

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A photo of the US capitol building
05.29.25
Daniel Hurtado, CPA

Key Tax Law Extensions and Updates for Businesses: Navigating Cost Segregation, Depreciation, and R&D Credits

Blog
Business Owners
Business Tax

On May 12, 2025, the House Ways and Means Committee unveiled a comprehensive legislative update on an earlier proposal by Chairman Jason Smith (R-MO) as part of the fiscal year...

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A female florist entrepreneur arranging flowers
05.28.25

Family business focus: Addressing estate and succession planning

Articles
Business Owners
Families

The future often weighs heavier on the shoulders of family business owners. Their companies aren’t just “going concerns” with operating assets, human resources and financial statements. The business usually holds...

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marijuana growing inside of a grow room
05.28.25
Cory M. Parnell, CPA

Minnesota’s June 5 Cannabis License Lottery: What You Need to Know

Blog
Cannabis

Minnesota is on the verge of a significant milestone in its emerging cannabis industry. The state’s Office of Cannabis Management (OCM) has announced that it will hold its first-ever cannabis...

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A business women working on desk office with using a calculator to calculate the numbers tax, finance accounting research or financial strategy
05.27.25

Introducing BGM’s Tax Credit and Incentive Programs

Articles
News
Business Owners
Business Tax

BGM is proud to introduce our Tax Credit and Incentive Programs, led by Daniel Hurtado, CPA. These value-added services are designed to create substantial tax savings and maximize financial efficiency...

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“BGM” is the brand name under which BGM CPA, LLC and BGM Group, LLC provide professional services. BGM CPA, LLC and BGM Group, LLC practice as an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable law, regulations, and professional standards. BGM CPA, LLC is a licensed independent CPA firm that provides attest services to its clients, and BGM Group, LLC and its subsidiary entities provide advisory, and business consulting services to their clients. BGM Group, LLC and its subsidiary entities are not licensed CPA firms. The entities falling under the BGM brand are independently owned and are not liable for the services provided by any other entity providing services under the BGM brand. Our use of the terms “our firm” and “we” and “us” and terms of similar import, denote the alternative practice structure conducted by BGM CPA, LLC and BGM Group, LLC.

BGM WEALTH: Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.