In the coming weeks, it is anticipated that the Supreme Court will rule on South Dakota v. Wayfair. This is the first time in more than two decades that the U.S. Supreme Court is revisiting the issue of state tax nexus.
On May 5, 2018 the Iowa Legislature passed S.F. 2417, which provides a substantial change to the tax code of Iowa. The governor signed the billed into law on May 30, 2018. While most provisions to the new tax policy are far off and contingent, it’s important Iowa agricultural producers understand what has changed and how it will impact them. Key provisions impacting the industry include:
On May 25 the European Union (EU) enforced the General Data Protection Regulation (GDPR) law. Even though this is a European law, U.S. businesses, even businesses who do not conduct business overseas, will be impacted. Read on to learn how you can protect yourself and your business from regulation breaches and vulnerabilities.
Meet Joe Betzold! He’s a Technology Account Manager who loves connecting with our clients to help them make sound technology decisions for the future. On any given day you may find him in our St. Cloud office or on the road visiting clients. Read on to learn more about Joe!
Can Your Technology Weather a Storm?
Imagine heading out for a day at the beach. You are dressed in shorts and a t-shirt. You brought your sunscreen and you even remembered an umbrella. Now imagine you get to the beach and are caught in a treacherous blizzard. That sunscreen and umbrella are not going to be of much help. You soon realize that you are completely unprepared, and better brace yourself for a painful experience. How do you ensure your business is never in this situation?
How might it be in 2023 and how to get there – Part 2
The CPA profession is undergoing the most significant transformation ever over the next five+ years! This is an exciting time for all of us – at every level. It is also a time of concern for leaders as they make decisions about their firm’s future direction. This is the second part of a two-part article […]
How might it be in 2023 and how to get there: Part 1
Our CPA profession is undergoing the most significant transformation ever during the next 5+ years! This is an exciting time for all of us – at every level. It is also a time of concern for leaders as they make decisions about their firm’s future direction. This article is a two-part article intended for partners […]
Hey Joel! – Answers from a recovering former practicing ERISA attorney
Welcome to Hey Joel! This forum answers plan sponsor questions from all over the country by our in-house former practicing ERISA attorney. Should I distribute the Fiduciary Investment Review to plan participants? – Generous in Georgia Dear Generous, I appreciate your desire to provide detailed information to your plan participants, but hold your horses. While there […]
Evaluating Your Plan and Fees? Think More, Not Less.
Should you reduce your plan’s fees to better serve participants? Many vocal experts speaking on behalf of investors and participants say “yes” – unequivocally. But what about the investors and participants themselves? What do they say? Invesco Consulting teamed up with language experts Maslansky + partners to get the answer. The nine-month study included in-depth […]
Have You Conducted a Fee Equalization/Levelization?
Bill Tugaw, Governmental Plan Practice Leader Fees in defined contribution (DC) plans can be complicated. Historically, fees have not been fully and simply disclosed, but the industry is changing towards greater and more understandable disclosure. Simply put, there are two basic types of fees: administrative and investment-related. The investment-related fees are deducted from earnings on […]
A mission statement is more than mere words plastered on a website or at the top of an annual report – it represents everything an organization stands for and all that it can accomplish. It drives the organization and its work. There is a cyclical ad infinitum relationship between a nonprofit organization’s mission, its impact, […]
Meet a Team Member: Lori Buettner
Lori works in our St. Cloud, MN office as a Client Care Specialist for the wealth management team. She assists with client requests and helps the advisors to coordinate and prepare for client meetings and follows through with any paperwork that needs to be processed to ensure it is completely accurately. What is your favorite […]
Meet an Advisor: Ted Nahas
Meet an Advisor: Ted Nahas Ted is a wealth advisor in our Des Moines, IA office. We recently caught up with him to hear his advice for others starting out in their careers and to get his take on what character traits he admires in others. What career advice would you give to someone who […]