Navigating the Critical Planning Events Before and After Retirement
Angie Thomas and Adam Heathcote
How you plan and invest before you retire is different than how you plan and invest in your retirement years. We’ll cover five key areas you need to consider as you prepare for, enter into and live in retirement. Let us help you navigate some of the best years of your life.
Cybersecurity: Evaluating Risk and Opportunity
Matt Hatting and Rich Eckstein
Every organization, big or small, should be aware of the significant security risks penetrating environments today. It's time you see and understand your vulnerabilities, risks and what it means if the unexpected happens to you.
Tax Reform: The More You Know
Mitch Estling, Adam Goehring and Steve Leen
The Tax Cuts and Jobs Act (TCJA) is the biggest income tax change since 1986 and includes provisions that will affect businesses and individuals. As the tax season approaches, there are still a lot of questions on how this sweeping tax law will affect business owners and individuals.
Understanding How Sales Tax Impacts Your Business
Chris Gallo
When it comes to your bottom line, state and local tax aren't top-of-mind. But not accurately accounting for these taxes and use tax can leave money on the table or could expose you to compliance risk.
With the recent South Dakota v. Wayfair Supreme Court ruling, changes around sales tax code are happening in every state. There's no better time to get in the know.
Join us for this exclusive webinar to learn best practices to ensure you are not under or overpaying these taxes.
Let’s Get Down to Business
Lee Roberts and Leighton Smith
Many entrepreneurs get started by capitalizing on an idea they are passionate about and many end up focusing heavily on working in the business. But, to be successful, it is just as important to know how to work on your business, not just in your business.
Bookkeeping, running administrative functions like payroll, accounts receivable and payable, setting up an IT infrastructure are all critical components. In this session, you will learn about these key components, so you can work on your business while working in it!
Protecting Your Assets and Your Capital
Scott Meeker and Michael Bosl
Now that your business is up and running, there are a host of things you need to pay attention to in order to make sure you are protected – from ensuring your data is secure to protecting yourself from fraud risks. In this session, you will hear about things you can do to proactively guard yourself from cybersecurity risks to putting the proper internal controls in place to prevent and detect potential fraud.
Best practices and necessary benchmarks for growth
Gary Wilgenbusch and Jake Foland
Growing our businesses is never an easy endeavor but if you’re like the rest of us, you’ll agree, growth is important. This session is structured to help you set necessary benchmarks to help you identify when it’s time to expand your operations. You’ll also hear about best practices for your company including: identifying and developing key performance indicators, how to calculate your profit margins and how to develop standard and timely monthly financial documents including a balance sheet, income statement and budgeting/cash forecasts.
Getting to the Bottom Line: Understanding how sales taxes impact your business.
Chris Gallo
When it comes to your bottom line, sales and use tax aren’t top-of-mind. But we are finding and assisting businesses just like yours explore the major impacts sales tax can have. More so, with all the ongoing changes around sales tax code in every state, there’s no better time to get in the know. As we’ve already mentioned, this will be extremely relevant and timely topic for all.
Successful Business Succession Starts Here: How to transition from a successful business owner to a successful retiree.
Heather Gunderson and Nick Tilli
When a business owner is asked what they’re doing for retirement, you’ll likely hear “my business is my retirement plan.” Most business owners plow their resources back in to the business and retirement planning can take a back seat. In this session, participants will learn how to address unique challenges and concerns that business owners face: how do I get income in retirement? How do I manage my taxes during the sale and years after? How do I protect my family assets? How do I prepare the next generation of owner?
A 34-year veteran of the firm, Dave began his career at BerganKDV in 1984 as a staff accountant and rose through the ranks to become CEO in 2018.
Lee is in charge of guiding the sales leaders in each of the firm’s markets. Lee’s passion is helping growth oriented organizations to find solutions to challenges to their operations.
As a Tax Partner, Mitch Estling is our go-to technical tax expert within our tax department. On a typical day, Mitch can be found facilitating meetings, reviewing tax returns, assisting taxpayers with IRS and state notices, and researching technical tax updates.
Scott is the Sales Leader in the Des Moines market. He is responsible for growing the client base in Des Moines by building relationships with potential clients and working with them to help solve pain points they are experiencing in their business operations.
As a Certified Financial Planner and Wealth Advisor, Sam understands the value of becoming a trusted advisor to his clients. His expertise includes wealth management, retirement planning, investment management and legacy planning.
Check out the posts about our people and life at BerganKDV on the fun side of the blog.
Life at BerganKDV
