Wealth Management Quarterly Market Update: January 2022
2021 was a remarkable year and proved very beneficial to global stocks. In the US, the combination of government fiscal and monetary support, coupled with a recovering economy, an improved employment...
View ArticleThe Importance of Cloud App Safety Procedures at Your Organization
Cloud apps such as Microsoft Teams, OneDrive and Google Drive became an essential part of many organizations due to the remote work environment created by the pandemic. Organizations turned to these...
View ArticleHow To Achieve Financial Wellness in the Workplace
Income is an essential part of living a well-balanced life. It’s the main reason most everyone takes time from their day to work and earn a meaningful living for themselves and their loved ones. Work...
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Microsoft’s New Commerce Experience (NCE): What It Is and How It May Impact...
To further adapt to today’s ever-changing technology and provide a more seamless experience for clients and users, Microsoft recently announced the evolution of its Cloud Solution Provider Program...
View ArticleTax-Related Identity Theft: How to Spot a Potential Scam
Throughout the year, scam artists pose as legitimate entities—such as the Internal Revenue Service (IRS), other government agencies, and financial institutions—in an attempt to defraud taxpayers. They...
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A Note on Current Market Volatility
Capital markets have been making headlines this week with various equity indexes entering correction territory, falling more than 10% to start the year. This volatility is not pleasant news, but it is...
View ArticleApproaching Market Volatility with a Positive Perspective
The start of 2022 has been a bit of a wild ride as the market has experienced volatility similar to when the Coronavirus pandemic began in early 2020. During times of volatility, most investors begin...
View ArticleImproving How We Improve – Sharing the BerganKDV Lean Journey
There are various methods and tools that we can use to solve problems and complete projects in an organized way. As our business evolves, our people, processes and technology demand the need for a...
View ArticleThings to Consider When Vetting ERP Software
Are your sales forecasts based on facts and data or on guesswork and gut feelings? Do you have a clear answer to how much inventory is currently in your warehouse at this very moment? Does everyone in...
View Article11 Questions to Ask a Prospective Wealth Advisor
Finding the right wealth advisor can be a time-consuming endeavor, especially one that can address your unique financial goals and design the road map to meet them. Thankfully, if you know the right...
View ArticleEFT Fraud Prevention Tips for Governmental Entities
Employees have numerous responsibilities and duties when working for a governmental entity. Whether it’s a state or local government, or a public or charter school system, being a governmental employee...
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Think Before You Scan: QR Code Best Practices
During Sunday’s Super Bowl, there was an ad that left many people scratching their heads and opening their phone cameras. That ad was Coinbase’s QR code ad, in which a colorful QR code with no context...
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Eight Tips To Creating and Following a Business Budget
If you know me, you may be aware of my deep love for some great food. Over the years, this passion of mine has led to ups and downs on the scale. To help balance my love for food with a healthy...
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Proceeds from an Easement or Right-of-Way
When you hear someone talk about building new pipelines or wind turbines, they often refer to securing an easement or a right-of-way. Farmers and ranchers are increasingly receiving easement, or...
View ArticleThe Future of HCM Technology: Where It All Began and Where It’s Going Now
When I discuss what the future may hold for human capital management (HCM) software with clients, there are usually questions about what direction the industry is going and what new trends and...
View ArticleEstate Planning: 8 Common Misconceptions and Questions You Should be Asking...
Estate planning is an important component of your financial plan, to ensure that your intentions for your wealth are carried out exactly how you wish. Utilizing your wealth advisor as a resource to...
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Why Hotlines Are Effective Against Combatting Fraud
On March 1, BerganKDV’s Forensic and Data Services team proudly announced the launch of PlainSight, a fraud hotline designed to mitigate fraud risks for any and every organization. With fraud becoming...
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Sales Tax Filing Considerations To Ensure Your Business Is Compliant
Sales tax laws are continuing to change and become more complex because of COVID-19 and a rise in enforcement from tax authorities. Now that tax season is in full swing, there are some important...
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Iowa Tax Reform Bill Signed by Governor: Here’s What You Need To Know
On February 24, 2022, the Iowa legislature passed a tax reform bill, HF 2317. The bill was recently signed by the Governor on March 1, 2022, and includes important changes that will begin taking effect...
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Russia and Ukraine: Current Market Impacts and Considerations
Russia’s invasion of Ukraine continues to dominate headlines. The situation is ever-changing and there remains uncertainty as to the duration and resolution. Russia’s advance has brought with it a wake...
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