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BerganKDV Listed as a Top 100 Firm and Regional Leader by Accounting Today
BerganKDV was recently ranked in the top 100 firms based on revenue, by the national news publication Accounting Today. The firm rose in the ranks to #80 with $55.73 million in revenue, a 6.99 percent...
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Todd Henningsen named to Community foundation of Northeast Iowa board of...
Todd Henningsen recently joined the Community Foundation of Northeast Iowa’s board of directors. Henningsen works in BerganKDV’s Cedar Valley office, where he is a wealth advisor. Before joining the...
View ArticleBerganKDV takes the women lead change EPIC Corporate Challenge
BerganKDV has taken the Women Lead Change Epic Corporate Challenge by committing to increasing the percentage of women among the top 10 percent of the company’s senior positions and monitoring pay by...
View ArticleBerganKDV Human Capital Management Practice Grows with Addition of Two Key Staff
Lorilei Christner, Payroll Implementation Manager and Micah Zirnhelt, Human Capital Management Consulting Manager, recently joined BerganKDV’s Human Capital Management (HCM) team in the Iowa City/Cedar...
View ArticleBerganKDV Celebrates Service During National Volunteer Week
National Volunteer Week, celebrated from April 7-13, is an opportunity to celebrate the impact of volunteer service on our communities. The local events, volunteer projects and social media...
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Matt Lovitz Receives 2018 Sertoman of the Year Award from St. Cloud Area...
Matt Lovitz was recently named 2018 Sertoman of the Year by the St. Cloud Area Sertoma Club. Lovitz works in BerganKDV’s St. Cloud office, where he is the market sales leader. The St. Cloud Sertoma...
View ArticleRibbon Cutting Ceremonies Slated For Kansas City and Omaha BerganKDV Offices
To celebrate the expansion into the Kansas City and Omaha markets, BerganKDV will be hosting ribbon cutting ceremonies in conjunction with area Chambers of Commerce. BerganKDV merged with HSMC Orizon...
View ArticleRob Mlenek Named BerganKDV Chief Financial Officer
Rob Mlenek was selected by the BerganKDV leadership team to serve as Chief Financial Officer (CFO). He began his duties on June 13 and is located at the firm’s Bloomington, Minnesota office. Mlenek is...
View ArticleSam Rouman, CFP®, CLU, CHFC, AIF® Recieved 2019 Twin Cities Five Star Wealth...
Sam Rouman recently received the 2019 Five Star Wealth Management award. Rouman works in BerganKDV’s Bloomington office, where he is a wealth advisor and chief planning officer for the firm’s wealth...
View ArticleMatt Cosgriff, CFP® Selected to 2019 Class of 40 under 40 by InvestmentNews
Matt Cosgriff has recently been selected as member of the 2019 class of 40 under 40 by InvestmentNews, a national publication geared toward financial advisers. Cosgriff leads the BerganKDV Wealth...
View ArticleBerganKDV Shareholder Promotions Announced
Two firm employees, Brian Aronson, CPA (Waterloo) and John Fossum, CPA (St. Cloud), have been promoted to Shareholder, effective July 1, 2019. Aronson is an Assurance Manager and a graduate of the...
View ArticleConversations to Have at the Family Cabin
Summer is finally here! You have waited for six months—or longer—to head to the lake spot where for years family has gathered for some rest, relaxation, companionship, food and fun. These years...
View ArticleRequired Minimum Distributions? Help!
This month I have been asked multiple times about required minimum distributions (RMDs). This is an important topic for people to understand because the IRS penalties for not taking these distributions...
View ArticleHow to Prepare for Your Child for College Empower Them Make Financially Savvy...
With student loan debt higher than ever before, it’s important to make sure you’re setting your child up for success while attending college and the years after. Let’s talk savings and loans! To lessen...
View ArticleThe Way of the Future: Is Software Tangible Personal Property Subject to...
In May 2019, the Alabama Supreme Court ruled that a series of transactions involving computer software and equipment was subject to state sales tax. This ruling is standing out as a major turn in...
View ArticleLB512: New Nebraska State Law Provides for Property Tax Relief Along with New...
Nebraska Governor Pete Ricketts signed LB512 – Change revenue and taxation provisions into law on May 31, 2019. It was signed with two other bills to provide property tax relief to Nebraskans. LB512...
View ArticleThe Evolving Workscape
Adapt to the shifting priorities of modern workers to attract and retain the best talent Longevity, demographic changes and technological innovation have revolutionized the world of work. As many...
View ArticleLike-Kind Exchanges
I hope that I never receive the following message, “Hey Phil. I just sold that office building that I’ve held for years and made a huge profit. I’ve heard that I can buy new property and not have to...
View ArticlePayroll Service Bureaus Get More Implementations Completed with Project Tracker
Project Tracker is a cloud based tool built for payroll service bureaus. With payroll, timekeeping and HR implementations becoming more complex than ever, service providers require tools that get the...
View ArticleCharitable Giving Under the New Tax Law: What It Means for You and Your...
The Tax Cuts and Jobs Act of 2017 has proven to be tough on both donors and charitable organizations. While donating to a nonprofit is a great reward, having a tax benefit is a nice perk. While the...
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