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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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a ball of cash being held
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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a team meeting together with laptops while watching a presentation
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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an analog clock, a coffee mug, and glasses
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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a business professional and a CPA shaking hands
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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a phone showing a security app switched on
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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