News + Insights

Access Our Wealth of Knowledge

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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. 

Magnifying lens with text HSA with medical tools and pills around it
05.27.25

The IRS recently announced 2026 amounts for Health Savings Accounts

Blog
Business Owners
Business Tax

The IRS recently released the 2026 inflation-adjusted amounts for Health Savings Accounts (HSAs). Employees will be able to save a modest amount more in their HSAs next year. HSA Basics...

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Cropped shot of a senior couple meeting with a consultant to discuss paperwork at home
05.21.25

Strategies for Estate Planning

Webinar
Families
Retirees
Estate and Trust

During this webinar, estate planning professionals Rachel Dahl, Partner at DeWitt LLP, Leonetta Rence, Vice President and Senior Trust Officer at Cornerstone Private Asset Trust Company, and Michael Andrews, Principal...

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tiles spelling the words "employee or contractor"
05.19.25

Hiring independent contractors? Make sure you’re doing it right

Articles
Business Owners
Business Tax

Many businesses turn to independent contractors to help manage costs, especially during times of staffing shortages and inflation. If you’re among them, ensuring these workers are properly classified for federal...

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A stock market chart overlaying us dollars and cents
05.19.25
Spencer Davies, CFP®

Inflation, Interest Rates, and Your Investments: What You Need to Reconsider Now

Blog
Wealth Management

Key Takeaway: Inflation, rising interest rates, and global tariff discussions are fueling uncertainty. But times like these aren’t about bold predictions—they’re about steady, strategic preparation and positioning. Now is the...

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A graphic showing a judge mallet and a dollar sign
05.15.25

The tax rules for legal awards and settlements: What recipients should know

Articles
Individual Tax & Planning

If you’ve recently received a settlement or award from a lawsuit, or you’re expecting one, you may be wondering how the IRS views this money. Will you need to pay...

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05.14.25

April Market Review

Articles
Market Review
Wealth Management

From Liberation to Limbo Trade Policy Shock Waves Are Just Beginning to Reverberate  April 2025 Key Observations Tariff Escalation Raises Recession Risk: U.S. tariffs, despite a temporary pause, have intensified...

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the U.S. capitol building wit ha red and blue background
05.14.25
Elizabeth Mylan

The Common Ground in Partisan Times: How Democratic and Republican Administrations Align on Financial Services Legislation on American Wealth Preservation

Blog

In today’s hyper-partisan climate, it is easy to assume that Democrats and Republicans are fundamentally divided on all aspects of economic policy. However, this assumption does not hold when examined...

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Employment agreement with W-4 form
05.14.25
Nathan B. Panning, CPA

Is It Time to Adjust the Withholding on Your Paychecks?

Blog
Individual Tax & Planning

Picture these two tax return scenarios: Scenario 1: As you prepare your return on April 14th, the lamp in the corner feels like it is 150 degrees (even though it...

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A woman at her college graduation hugging her grandmother
05.14.25
Ross Gobel

Funding Your Grandchild’s Graduation Gift: Tax-Smart Gifting Strategies

Blog
Retirees
Wealth Management
Individual Tax & Planning

Many successful grandparents find great joy in helping their grandchildren succeed and grow into confident young adults. Graduation is one of those proud milestones—whether from high school, college, or grad...

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a graphic showing the words net operating loss
05.12.25

Can you turn business losses into tax relief?

Business Owners
Business Tax

Even well-run companies experience down years. The federal tax code may allow a bright strategy to lighten the impact. Certain losses, within limits, may be used to reduce taxable income...

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A businessman checking stock market data
05.09.25
Jake Thibault, CFP®

From Seed to Series D: How Company Funding Stages Impact Your Stock Options

Blog
Wealth Management

Stock options are one of the most enticing aspects of joining a startup because they let employees share in the upside they help create. However, their value, structure, and risk...

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An abstract image of a bar graph and financial charts
05.08.25

Hot Topic Webinar: Advanced Tax Strategies for Managing Embedded Capital Gains

Webinar
Wealth Management
Individual Tax & Planning

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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Business Team analyzing financial document and calculator on workplace
05.07.25

What Got You Here Won’t Get You There: The Growth Plateau No One Warns You About

Webinar
Business Owners
Advisory

In this webinar, Cory Parnell, Principal at BGM, Coefficient Advisors Managing Partner and Business Growth Strategy, Leary Gates, and Sales Strategy, John Moroney, discussed how to combat a business’s growth...

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A graphic showing the words Scam coming from a megaphone
05.06.25

IRS clarifies theft and fraud loss deductions

Articles
Individual Tax & Planning

The Tax Cuts and Jobs Act (TCJA) significantly limited the types of theft losses that are deductible on federal income taxes. But a recent “advice memo” (CCA 202511015) from the IRS’s...

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A grpahic that shows a document and a laptop with the words Tax Return
05.06.25

Still have tax questions? You’re not alone

Articles
Individual Tax & Planning

Even after your 2024 federal return is submitted, a few nagging questions often remain. Below are quick answers to five of the most common questions we hear each spring. 1.When...

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