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December 10, 2021 

Reminder: RMD Deadline is Dec. 31

The RMD is based on the taxpayer’s life expectancy and their account balance. Often, a trustee will use Form 5498, IRA Contribution Information, to report the RMD to the recipient. For most taxpayers, life expectancy used to calculate the RMD is based ...

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December 10, 2021 

How to Create a Frictionless Busy Season

I know I sound like a broken record when other tax pros ask me about the “busy” in busy season. My response? “The Berg Advisors' busy season runs smoothly with few surprises.”

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December 9, 2021 

Your Personal Enrichment Schedule for 2022

We start the new year, busy season takes hold, then we make some time to relax in the summer, we get busy in the fall again and prepare for family gatherings, and the year-end approaches and we’re back to the start of another cycle.

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December 9, 2021 

Covid Taught Us the Importance of Slowing Down

If Covid has taught us anything, it’s maybe we don’t need to be so busy like before. Before the pandemic, there were always too many things to do, too many clients to see, and never enough time in the day. Finding work-life harmony seemed to be a ...

Amy Vetter

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December 9, 2021 

Avoiding the Inevitable

Before March comes and we feel overwhelmed, an hour of effort now can save 100 hours when it really counts. While you may not be able to find more people, you have options to intentionally navigate this path forward and have a successful busy season.

Garrett Wagner