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Meet CliftonLarsonAllen’s instructors who offer trainings and resources for tax professionals and CPA firms looking to fulfill CPE requirements and better serve their clients.
Chris Beaulieu, CPA
Chris Beaulieu practices in Chicago and is a tax principal with more than 27 years of experience working almost exclusively with private companies and their owners. Chris has been an instructor for more than 13 years, including professional instructor experience with Lorman Education Services and Surgent McCoy. He has worked with a wide range of industries, including manufacturing, distribution, professional services, and auto dealerships, and has experience in entity structuring and restructuring to capitalize on favorable tax positions. Chris is a contributor to the Illinois CPA Society’s publication Practice Advantage, with articles focusing on state and local tax issues.
Andy Biebl, CPA
Andy Biebl of New Ulm, Minnesota, is a tax principal with more than 40 years of experience in individual and closely-held business taxation and agricultural taxation. He has both national and local firm experience, and has conducted tax training for other tax professionals for more than 30 years. He is an author and instructor for Tax Advisors Update and reviewing editor of Farm Taxation Update. Andy is also co-author of several tax publications for PPC/ThomsonReuters, and former co-author of continuing professional education tax seminars for ThomsonReuters and American Institute of CPAs (AICPA). In addition, Andy has spoken at numerous seminars and conferences throughout the country. He is a past recipient of the AICPA Outstanding Discussion Leader Award, and Outstanding Discussion Leader Awards from the Minnesota, Iowa, and Nebraska CPA Societies.
Leslie Boyd, CPA
Leslie Ellen Boyd has experience with C corporation, S corporation, partnership, and individual income taxation, and has significant experience with tax provision preparation and documentation of tax positions. Leslie has conducted research and development studies for companies ranging from small manufacturers to large public companies. In addition, she is an adjunct professor for the Indiana University — Indianapolis Master of Science in Taxation program, instructing in the areas of individual taxation, partnership taxation, and tax accounting periods and methods. Leslie co-authored a CPE seminar on partnership taxation, focusing on the effects of sales, exchanges, and distributions on partner basis adjustments.
Brian Buwalda, CPA
Brian Buwalda lives in Orlando, Florida, and is a tax principal with more than 25 years of experience with national and local CPA firms serving privately held companies and their owners. He has more than 15 years of speaking and training experience including leading monthly and annual tax update forums, teaching courses in basic and advanced partnership taxation, and leading courses in entity structuring for flow-through entities and planning for passive activities. Brian has extensive experience in company restructuring and sale transactions, including mergers and acquisitions, private equity transactions, fund investments, and tax-free reorganizations, as well as partnership setup and structuring, real estate company taxation, and higher education entities.
Chris Hesse, CPA
Chris Hesse is a tax principal in Minneapolis with more than 30 years of tax experience with regional and national CPA firms, and more than 25 years of speaking and training experience on a variety of topics. His career has included tax leadership of a 200-person practice, and extensive tax writing and analysis services. He is an author and instructor for Tax Advisors Update and Farm Taxation Update. Chris has spoken at numerous seminars and conferences throughout the country on taxation, agricultural, and estate tax topics, and is a past chair of the American Institute of CPAs (AICPA) Ag Conference committee. He has testified before legislative committees on tax policy matters and has been instrumental in federal and state tax law changes, including an alternative minimum tax provision affecting agricultural producers, farm income averaging, and Washington state excise and estate tax issues.
Herb Hoffman, CPA
Herb Hoffman is a tax principal in Arizona with 30 years of experience with national and international accounting firms, and experience as a local CPA firm practitioner. His experience includes compliance and consulting services for clients of all sizes, but he focuses on closely held companies and their owners. He has worked with clients in a wide variety of industries, including real estate, manufacturing and distribution, technology, equipment leasing, and service providers. He has extensive experience in fiduciary taxation. Herb has been an instructor for BDO Seidman’s national tax training, and has conducted internal tax education for other local and national firms, and served as a guest speaker at the University of Arizona.
Mary Marino, CPA
Mary Marino of Seattle has been providing tax consulting and compliance services in public accounting and the private sector for more than 30 years. Her career includes an assignment in the national tax office for an international accounting firm and 10 years as the global tax leader for a multinational consumer products company. She frequently serves clients in the areas of merger and acquisition planning, executive compensation, and IRS controversy. She has previously served as an instructor at the national level for KPMG and McGladrey and has taught the Tax Advisors Update for the last two years. She is a frequent speaker at seminars and conferences, most recently the Pacific Tax Institute and the Northwest Accounting Educators Conference.
Jonathan Olson, CPA
Jonathan Olson is a tax principal with 15 years of experience focusing on individual and closely-held business taxation with national and local CPA firms. Jon is an instructor for the Tax Advisors Update series, and a frequent speaker at internal and external seminars and conferences. He recently authored and presented training courses on tax issues for the Construction Financial Management Association and the Association of General Contractors. Jon has worked with a wide range of industries including manufacturing, construction, real estate, and professional service firms. He has specific experience in partnership formation, structuring and allocations, company restructuring, exit strategies for investor limited partners, and passive activity losses and groupings. He resides and practices in Alexandria, Minnesota.
Jason Duffner, CPA
Jason Duffner is a tax principal in Dallas, Texas with 20 years of experience serving clients in a variety of industries from the Fortune 500 to the middle market. He has significant experience with all types of for-profit entities, including C corporations, S corporations, partnerships, and individuals. Jason is an instructor for the Tax Advisors Update series, and a frequent speaker at internal and external seminars and conferences. He has previously instructed Partnership Taxation for PricewaterhouseCoopers and has been a guest instructor at St. Louis University.
Stacy Rubsam, CPA
Stacy Rubsam is a tax principal with more than 33 years of experience serving private and publicly held clients in Minneapolis. He has more than 10 years of experience as an instructor in Grant Thorton’s national tax training on partnership and passive activity topics. Stacy’s diverse practice covers a number of industries, including manufacturing, real estate, and technology, as well as the broad range of tax structures such as S corporations, C corporations, and partnerships. He has 10 years of Adjunct Faculty experience in the University of Minnesota Carlson School of Business and lectured as Adjunct Faculty at the University of Minnesota Law School and in the University of Minnesota’s CPA review course.