Meet your evolving needs with three integrated business lines in one professional services firm.
Investment advisory services are offered through CliftonLarsonAllen Wealth Advisors, LLC, an SEC-registered investment advisor.
Undergrad - Minnesota State Mankato Masters of Business Taxation - University of Minnesota
Jim Heilman is an Agribusiness Specialist with CLA focusing on producers that raise swine, corn and soybeans. His experiences include tax planning and compliance, business consulting, accounting services and wealth advisory. Jim specializes in farm taxation working with his clients throughout the year with tax planning and tax compliance. He has strong technical experience working with partnerships, LLCs, S-Corporations, C-Corporations and sole proprietor farm operations. Some of the tax consulting and accounting services Jim has provided include entity restructuring, 1031 exchanges, debt restructuring and financial budgeting and forecasting. His wealth advisory services focus on helping clients achieve their long-term goals and dreams which may include estate and succession planning, retirement planning, social security planning and health insurance planning.
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In the community
Minnesota Pork Producers Association, National Society of Accountants for Cooperatives, Southern Minnesota Initiative Foundation