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Do You Have Succession Plan for Your CFO?

Change in an organization can happen overnight, or it can be planned for. While the stress of day-to-day duties can become top of mind for most, it’s important to take a look into preparing a...

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Wealth Management Quarterly Update – July 2019

View the July 2019 Quarterly Market Update Here  For more information contact our Wealth Management team. The post Wealth Management Quarterly Update – July 2019 appeared first on BerganKDV.

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Providing Services to Customers Across State Lines? Be Aware How States...

Is your business providing services to customers in multiple states or is it planning on expanding into a new state?  That’s great!  Being able to offer your services to customers in multiple states...

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Five Ways to Save Taxes During Your Retirement Years

Preparing for your ideal retirement begins during your working years with saving, some discipline and taking advantage of the many planning efficiencies that are available to help you retire the way...

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Who’s Watching: Keep Your Company’s Video Conferencing Platform Away from...

Video communication and collaboration has never been of greater importance to organizations. Gone are the days when video in the workplace was a novelty; it is now not only expected in many instances...

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It Is Never Going to Happen to Me: Don’t Get Caught in Increasingly...

I have been conducting security awareness training and presentations for a long time. I really take security seriously – some might say it borders on paranoia. Just about the time I think I have seen...

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Five Things You Should Ask Your Wealth Advisor to Ensure They Have the Skills...

Finding the right fit is important when selecting a wealth advisor to help guide you. Do they understand you and treat you in a manner that you are comfortable with? Much like a doctor/patient...

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Fastest Growing and High Performing Companies Invest in HCM Software to Gain...

When I ask a company’s leadership if they have a Customer Relationship Management (CRM) system to manage their business processes like customer data and interaction, tracking leads, etc. I usually hear...

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Gain Traction with EOS® and Make the Most of Your Nonprofit Resources

If only your budget were the size of your vision. In the nonprofit world, it’s a constant dilemma: How do you make a huge impact with a not-so-huge budget? The answer: Work smarter, not harder. Do more...

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One Year Later: Wayfair Ruling Bolstering State Budgets

How time flies! A little over a year ago, the U.S. Supreme Court cleared the way for states to collect sales tax from online sellers in their South Dakota v. Wayfair ruling. States have been busy since...

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BerganKDV Stands Up for Suicide Prevention

For those of you who know me, you know I am passionate about giving back: to my community, to the industry associations I am involved with and as a mentor to those in the construction industry.   One...

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Changes in HR Laws to Keep on Your Radar in the Coming Months

Sweeping employment law changes could impact HR professionals and risk managers across the country  Changes in HR laws in Chicago as well as states like California and New York could be a sign of...

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Protecting Your Data with Two-Factor Authentication

Adding the extra layers of security to safeguard client and company data  Two-Factor Authentication (2FA) – or multiple factor authentication – is a safeguard for you to protect you, your company and...

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Wealth Management Quarterly Update – October 2019

View the October 2019 Quarterly Market Update Here  Equities have exhibited impressive strength and resilience through the first three-quarters of the year. The Standard and Poor’s (S&P) 500 index...

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DOL Issues Ruling on Overtime Pay to Take Effect January 1, 2020

The new rule is expected to prompt employers to reclassify more than a million currently exempt workers to nonexempt status and raise pay for others above the new threshold.   The U.S. Department of...

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States Looking to Use Wayfair Ruling to Change Nexus Thresholds on Sales and...

Changing nexus thresholds in response to the Wayfair ruling in Texas, Kansas and other states should prompt business owners to stay informed to avoid compliance issues  Recently, the Texas...

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Things You Can Do to Make Onboarding a Great Experience for Your New Hires

Not that long ago I started a new job. It can be a scary prospect, leaving behind what you know to set off on a new adventure. It doesn’t matter what level you are at in an organization or your reasons...

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Getting Started with Human Capital Metrics: How to Figure Out the Right Data...

“Finding the appropriate measurement is thus not a mathematical exercise. It is a risk-taking judgment” – Pete Drucker  Every human resource conference has at least one session about the values of HR...

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Five Things to Consider as You Implement Your New Human Capital Management...

Implementing any new piece of business software can be a big project. Payroll, timekeeping and HCM directly impact not just your business operations but your employees in both their work lives and home...

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Latest Fiduciary Risk Facing Retirement Plan Sponsors: Managed Accounts

No plan sponsor wants his or her company in the headlines for being sued for how their company’s 401(k) plan was improperly managed! Yet, it is becoming more and more frequent to see these types of...

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