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.
University of Wisconsin - Oshkosh, BBA Accounting and Finance
University of Wisconsin - Milwaukee, Masters of Science Taxation
Tax planning and compliance for privately held companies, serving primarily cooperatives and the agribusiness industry (grain, dairy, nut, fruit). Focus on federal and state strategic tax planning, ASC740 calculations, maximizing cooperative and member benefits, and representation before the IRS and other state taxing authorities.
Assists clients understanding the Affordable Care Act and how it impacts their business.
Speaker at various local and national organizations on technical tax topics such as the principles of cooperative taxation, tax planning, the Affordable Care Act, and various state tax matters.
In the community
National Society of Accountants for Cooperatives - National Tax Committee Chair, Writer for the Cooperative Accountant
National Society of Accountants for Cooperatives, Great Lakes Chapter - Secretary and Board of Directors
National Council of Farmer Cooperatives LTA committee
Girl Scouts of Manitou Council - Troop Leader