Whether you’re seeking traditional accounting, audit and consulting services, or business insights that go beyond the routine, BGEM+D is your ally for knowledgeable, accurate assessment and reporting of your firm’s (or your clients’) assets and operations. Are there Freeport tax savings falling through the cracks in your system? Who does your Family Limited Partnership valuation? Do you need a timely expert or outside report analysis for trial and/or mediation? Are you seeking assistance with partners’ personal wealth and retirement plan assets? BGEM+D offers these services and more to help your firm thrive.
Who We Serve
- Lawyers
- Insurance Brokers
- Real Estate Professionals
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What We Do For You
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Accounting
- Financial statements
- Payroll
Tax
- Quarterly and annual tax returns
- Tax reduction strategies
- Balance sheet planning
Audit
- Financial statement audits, review and compilation
- Employee benefit plan audits
- Internal control reviews
- Agreed-upon procedures
Consulting
Retirement plans & pensions
- Plan setup and design
- Plan testing
- Filing Form 5500 Series
- Plan documentation
- 401(k) plans offered with highest 3(38) level of investment fiduciary management
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Litigation Support
- Family Limited Partnership
- Valuation
Mergers & acquisitions
- Preparation prior to sale
- Testing cash flow of agreement
- Tax implications
Business personal property tax
- Freeport optimization (through balance sheet inventory and fixed asset list reviews)
- Other cost-saving opportunities
Wealth Management
- Clear processes; evidence-based strategy; and client-centric implementation for accumulating and sustaining personal wealth
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