News + Insights

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...

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...

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...

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...

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...

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...

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

In this webinar, cannabis industry professionals Cory Parnell, CPA, Principal at BGM, and Marijuana Policy Project Director of State Policies, Karen O’Keefe,  and Southeast Legislative Manager Kevin Caldwell discussed recent legislative...

During this timely webinar, Robert Silverman, Founding Partner, and David Murphy, Partner, at Grunfeld Desiderio Lebowitz Silverman & Klestadt LLP discussed with Cory Parnell, Principal at BGM, the tariffs by...

As a late-stage startup employee or founder, having most of your wealth tied to company stock presents both tremendous opportunity and significant risk. While your equity may represent years of...

Tuesday, April 15 is the deadline for filing your 2024 tax return. But another tax deadline is coming up the same day, and it’s essential for certain taxpayers. It’s the...

Key Takeaway: You built your business with strategy, sacrifice, and stamina—but transitioning it requires a different kind of discipline. Whether you’re eyeing family members or key employees, the earlier you...

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...

When we prepare your tax return, we’ll check one of the following filing statuses: single, married filing jointly, married filing separately, head of household or qualifying widow(er). Only some people...

For cannabis business owners and investors, the IRS tax code provision Section 280E has long been a major obstacle. This law prevents businesses that “traffic” in controlled substances from deducting...