Minneapolis-based KDV Wealth Management Team Expands to Meet Demands
MINNEAPOLIS – October 1, 2014 – Minneapolis-based financial planning firm KDV Wealth Management has recently hired Jeremy Green, CFP, CCTFA, CLU, CEBS, MSFS, AEP, EA as a Senior Financial Advisor...
Focus on Target Date Funds
Target date funds are long-term investments typically offered in retirement plans (although they are also available to investors outside retirement plans). Target date funds include a mix of investments, including equities, bonds, and other investments, designed to reduce overall risk. As a fund gets closer to its target date, the investment mix is changed, becoming more and more risk averse (i.e., more and more conservative).
Careful tax planning critical for RSUs — and other stock-based compensation
If you’re an executive or other key employee, you might be compensated with more than just salary, fringe benefits and bonuses: You might also be awarded stock-based compensation, such as restricted stock or stock options. Another form that’s becoming more common is restricted stock units (RSUs).
Sharing Information Effectively: The Heart of SharePoint
Every business wants to take full advantage of the resources it already has—its people, its data, and its technologies. Microsoft SharePoint solves common workplace challenges and brings you new ways to work together.
Grandchild in college this fall? Paying tuition could save gift and estate taxes
Now’s the time of year when many young adults are about to head back to college — or to enter their first year of higher education. If you have a grandchild who’ll be in college this fall and you’re concerned about gift and estate taxes, you may want to consider paying some of his or her tuition.
Earl Edeburn, KDV Partner, brings us to his family cabin and discusses what KDV can do for our clients' core business functions.
Angie Thomas, KDV Insurance Advisor, discusses how a long term insurance solution may help you manage your risk.
Tim Ernst, KDV ERP Practice Group Leader, discusses how a highly customizable cloud ERP solution can streamline your operations.
Matt Mayer, KDV Government Audit Partner, discusses his love for traveling and the passion KDV has for working with our audit clients.