Latest Articles

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December 10, 2021 

Apps We Love – Dec. 2021: Giving Back

the pandemic and recent changes to tax deductions for donations have also adversely affected many charitable organizations, with as many as a third now at risk of shuttering due to dwindling funds, according to a recent study.

Gail Perry

Hotel Holiday Inn Express

December 10, 2021 

Supply Chain Issues Impacting Operations at Most Hotels

Supply chain disruptions are impacting the operations of more than eight in ten surveyed hotels, and nearly three in four hotel operators say the disruptions are negatively impacting their business revenue, according to a new survey of American Hotel ...

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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