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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. 

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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a graphic showing a dial that indicates how much you are saving from minium to maximum
05.05.25

Corporate business owners: Is your salary reasonable in the eyes of the IRS?

Articles
Business Owners
Business Tax

Determining “reasonable compensation” is a critical issue for owners of C corporations and S corporations. If the IRS believes an owner’s compensation is unreasonably high or low, it may disallow certain deductions...

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A graphic showing a decreasing chart showing cost management
04.30.25

Cost management is critical for companies today

Articles
Business Owners
Advisory

Many business owners take an informal approach to controlling costs, tackling the issue only when it becomes an obvious problem. A better way to handle it is through proactive, systematic...

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A retired man and woman enjoying a sunny day in their boat
04.29.25
Spencer Davies, CFP®

The Cost of Success: What Nobody Is Talking About

Blog
Advisory
Wealth Management

Key Takeaway: Financial success often comes at a cost that doesn’t show up on a spreadsheet—missed moments, strained relationships, and personal well-being left behind in the pursuit of “enough.” It’s...

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A graphic showing the words Expected Benefit HRA on a note pad
04.23.25

EBHRAs: A flexible health benefits choice for businesses

Articles
Business Owners
Business Tax

Today’s companies have several kinds of tax-advantaged accounts or arrangements they can sponsor to help employees pay eligible medical expenses. One of them is a Health Reimbursement Arrangement (HRA). Under an...

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A photo of a grandmother with the title for two retirements strategies, SEP or SIMPLE
04.21.25

Explore SEP and SIMPLE retirement plans for your small business

Articles
Business Owners
Retirement 401k

Suppose you’re thinking about setting up a retirement plan for yourself and your employees. However, you’re concerned about the financial commitment and administrative burdens involved. There are a couple of...

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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.

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