SECURE Act 2.0: New Law Highlights and How It May Impact Your Retirement Savings
On December 29, 2022, SECURE Act 2.0 was signed into law as part of the Consolidated Appropriations Act. The new law includes additional retirement-focused provisions that build off of the original...
View ArticleData Storytelling: How to Use Data Insights and Analytics to Drive Decision...
In today’s technology-centric world, data is all around us. Data has the power to help your organization see everything more clearly. By analyzing it effectively, data will tell you the progress of...
View ArticleThings to Consider When Selecting HCM Software for Your Company
Investing in human capital management (HCM) software is a smart strategy to help organizations streamline the recruitment, onboarding, tracking and development of their most important asset – their...
View ArticleEffective Ways to Take Control of Your Sales Tax Returns
On June 21, 2018, the U.S. Supreme Court issued its decision in South Dakota v. Wayfair, ruling that a physical presence within a state is no longer required to reach substantial nexus. Although the...
View ArticleThink Twice Before Scanning: QR Code Security Tips
During last year’s big game, there was a commercial of a lone, colorful QR code that bounced across viewers’ screens and left many people confused. That ad was Coinbase’s QR code ad, where once...
View ArticleBalancing Act: Six Common Money Mistakes Small Business Owners Make
Owning a small business takes confidence, determination, and a willingness to take on many roles. One of the most challenging of those roles is managing the business’s finances, as most owners don’t...
View ArticleDid You Know You Can Still Retroactively Claim the Employee Retention Credit?
Did your business miss out on claiming the Employee Retention Credit (ERC) during the pandemic? If so, don’t fret! Although the ERC expired at the end of 2021, businesses can still retroactively claim...
View ArticleWhat Is a Security Assessment and How Does It Benefit My Business?
Did you know that since 2020, there has been a 300% increase in reported cybercrimes? Cyberattacks and data breaches are detrimental to businesses, often costing large amounts of money, and time, and...
View ArticleTax Season is Here: Tips for Business Owners to Better Prepare for Filing
Tax season is in full swing, and for many business owners, it’s a headache-inducing time of year. To help reduce stress during tax season, it’s important for business owners to take the time to gather...
View ArticleDon’t Fall Victim to a Phone Scam: How to Best Detect Vishing Attacks
With electronic communications such as email and text so popular, you have probably been told by your employer to look out for phishing attempts. If you are unfamiliar with phishing schemes, they are...
View ArticleRecognizing Women’s History Month: The Progressively Changing Narrative of...
Since 1981, March has been proclaimed Women’s History Month. The esteemed designation is intended to celebrate women’s contributions and recognize the specific achievements women have made throughout...
View ArticleRenting Construction Equipment? You May Be Exempt from Sales, Use & Excise Tax
Construction companies have a lot to keep track of. Between managing projects, ensuring building sites are compliant and running the office side of things, it can be hard to stay up to date on the...
View ArticleKeeping More of Your Money: Tax-Efficient Wealth Management
It’s more important than ever to align your tax strategy with your wealth strategy. Working with a financial advisor on a solid financial plan is key to achieving your life goals, but it’s just as...
View ArticleSilicon Valley Bank Collapse and the Impact on Investors
Headlines flooded the news on Friday with reports of Silicon Valley Bank (SVB) failing, the largest bank to fail since the 2008 financial crisis. The impact was swift, causing a bout of volatility...
View ArticleTwo-Factor Authentication: The Extra Step that Safeguards Your Data
Two-Factor Authentication (2FA) – or multiple-factor authentication – is a safeguard for you to protect you, your company and your client’s data. It is the extra step that can prevent an attacker from...
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 almost everyone takes time from their day to work and earn a meaningful living for themselves and their loved ones. Work...
View ArticleHow Should I Choose My Retirement Beneficiaries?
One of the most important things you can do to manage your retirement plan account is to designate your beneficiaries, but quite often, people miss this crucial step when enrolling in their plan. In...
View ArticleBe Aware: Employee Retention Credit Scams on the Rise
The IRS recently shared its 2023 “Dirty Dozen”, or its annual list of tax-related scams to be aware of this season. The first tax scam released by the that has many talking is the rise of Employee...
View ArticleInspiring Q&As, Blogs, Stories and More: Recapping Women’s History Month at...
March is Women’s History Month, a time dedicated to celebrating and spreading awareness to women’s influence and contributions throughout history. At BerganKDV, we honored the month through various...
View ArticleHave You Pushed Your Data Spreadsheets to Their Limits?
Microsoft Excel spreadsheets serve a great purpose in every business environment. Since the first version was released, Excel supported advanced reporting, automation of repetitive tasks and other...
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