Money Matters by BG Financials

Money Matters by BG Financials

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BG Financials continues to evolve to deliver measurable and sustainable results for our clients; Creating the foundation for their financial success.

We provide the foundation for all your financial needs.

04/19/2023
Photos 12/17/2022

HACCOF congratulates Reginald DesRoches, the first immigrant, Black man, and engineer to become Rice's president. Born in Port-au-Prince, Haiti, DesRoches was raised in New York and earned three degrees at the University of California, Berkeley.



Photos 12/17/2022

HACCOF congratulates Claudine Gay, First African American to serve as president of Harvard University. Born to Haitian immigrants, Gay received her Ph.D. in government from Harvard in 1998. She is also the recipient of the Toppan Prize for best dissertation in political science, according to the Harvard Gazette.



Tax Day is Here! - Last-minute details, tips and freebies 04/15/2022

Tax day is here! If you owe taxes, remember to make the payment by the end of the day Monday, April 18.

Tax Day is Here! - Last-minute details, tips and freebies The individual tax-filing deadline is Monday, April 18. Here is your guide to tax day deadlines, payments, forms and of course ... free stuff!

Client Update Newsletter: April 2022 04/06/2022

April is tax month! Included this month is a fun state tax quiz. In addition, there are answers to common tax questions received this month plus lots of great money management tips.

Client Update Newsletter: April 2022 Welcome to tax month! Perhaps welcome is not quite the right word, but to help lighten the mood, included in this month's newsletter is a fun state tax quiz plus answers to the most common questions taxpayers ask during the month. Also read about ideas to manage your emergency fund while in our new....

Toss This. Not That. - Your guide to post tax-filing record retention 03/25/2022

The ensure you're ready for an audit, tax returns should be kept indefinitely and supporting documents should be kept a minimum of three years.

Toss This. Not That. - Your guide to post tax-filing record retention After filing your tax return, do not close the book on your taxes until you have set up next year's files, purged unneeded old records, and prepared your records in case of an audit. Here are some tips.

Homeowner Alert! Review Your Tax Forms - New tax rules are creating confusion 03/18/2022

New rules for deducting mortgage interest are causing confusion and adding additional documentation. It's more important than ever to understand the numbers on your tax forms.

Homeowner Alert! Review Your Tax Forms - New tax rules are creating confusion Mortgage companies report interest to both you and the IRS, but that doesn't mean all the interest you pay is tax deductible. Here are four major areas that are causing confusion.

Do You Need to File a Tax Return? - Getting this wrong can cost you 03/11/2022

If your gross income is less than the federal standard deduction, you usually do NOT need to file a tax return, but getting this wrong can cost you. Know the exceptions to the rule!

Do You Need to File a Tax Return? - Getting this wrong can cost you Do you need to file a tax return this year? Here are some handy tips to help you decide.

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5401 South Kirkman Road Suite 310
Orlando, FL
32819