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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. 

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02.10.23
Calvin P. Shannon, CPA, CVA

What Is an ESOP and When Is it Valuable for Business Owners?

Blog
Business Owners
Advisory

Employee Stock Ownership Plans (ESOPs) can be a helpful tool for companies and business owners alike. For business owners who want to retire, transition out of their business and/or do succession...

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02.02.23

What is Form 1099: Key Details You Need to Know

Blog
Cannabis
Business Tax

What is Form 1099? Form 1099 is an important IRS tax document that all businesses must file when applicable known as an information return, meaning you fill out the form...

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02.02.23

Look to a SWOT analysis to make better HR decisions

Articles
Business Owners
Advisory

Many business owners spend most of their time developing strategic plans, overseeing day-to-day operations and, of course, putting out fires. Yet an underlying source of both opportunity and trouble can...

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01.31.23
Jon T. Meyer, CFP®

Four Opportunities from Higher Interest Rates and Inflation

Newsletter
Business Owners
Advisory

There are always two sides to every coin. Higher inflation constricts the economy, but what gets missed is that it also resets the economy for the future. The last few...

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01.31.23

Leaving a Legacy of Charitable Giving for Your Children

Blog
Families
Family Office
Trusts

As parents, we want to be an example for our children and show them that doing a good deed is always good. We can involve our children in our causes...

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01.31.23

Too Good to be True? Be Cautious of Improper ERC Providers

Blog
Business Owners
Business Tax

You may have seen the billboards or have received emails stating or guaranteeing that you qualify for a credit of $26,000 per employee over the last several years. These marketing...

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01.31.23
Michael Andrews, CPA, ABV

The 65-Day Rule: Post Year-End Tax Planning for Estates and Certain Trusts

Blog
Families
Individual Tax & Planning
Family Office
Trusts

What is the 65-Day Rule The 65-Day Rule allows fiduciaries to make distributions within the first 65 days of the new tax year. This year, that date is March 6,...

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01.31.23
Dane J. Boeckermann, CPA

Year-End Accounting Checklist: 10 Things to Cross off Your List

Blog
Families
Executives
Business Owners
Advisory
Audit & Assurance
Outsourced Accounting

Before 2022 ends, you should square away several accounting tasks. Your accounting books should be organized, up-to-date, and ready to transition into a new year. To prepare for 2023, follow...

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01.23.23

Forms W-2 and 1099-NEC are due to be filed soon

Articles
Business Owners
Business Tax
Individual Tax & Planning

With the 2023 filing season deadline drawing near, be aware that the deadline for businesses to file information returns for hired workers is even closer. By January 31, 2023, employers must...

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01.16.23

How the new SECURE 2.0 law may affect your business

Articles
Business Owners
Business Tax
Retirement 401k

If your small business has a retirement plan, and even if it doesn’t, you may see changes and benefits from a new law. The Setting Every Community Up for Retirement...

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01.10.23
Dane J. Boeckermann, CPA

Different Types of Buyers When You’re Selling Your Business

Blog
Business Owners
Advisory

There are many reasons you may be looking to sell your business, from retiring to making a life change. You’ll need to know the different kinds of potential business buyers in the...

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01.10.23

Tax-wise ways to save for college

Articles
Families
Individual Tax & Planning

If you’re a parent or grandparent with college-bound children, you may want to save to fund future education costs. Here are several approaches to take maximum advantage of the tax-favored...

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01.09.23

Employers should be wary of ERC claims that are too good to be true

Articles
Business Owners
Business Tax

The Employee Retention Credit (ERC) was a valuable tax credit that helped employers that kept workers on staff during the height of the COVID-19 pandemic. While the credit is no...

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01.04.23
Cory M. Parnell, CPA

Send Sensitive Information Through BGM’s Secure Portals, Not in Email or Text Message

Blog
Business Owners
Executives
Families
Advisory
Outsourced Accounting
Business Tax
Family Office
Individual Tax & Planning

Email and text messages are the most common communication in today’s digital world, which we use for personal and business. While sending sensitive data by email or text message is...

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01.03.23

The standard business mileage rate is going up in 2023

Articles
Business Owners
Business Tax

Although the national price of gas is a bit lower than it was a year ago, the optional standard mileage rate used to calculate the deductible cost of operating an...

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