Bryan Ebert

Director
CLA Appleton

Education

University of Wisconsin- Oshkosh (Bachelor's Degree, Accounting)

University of Wisconsin - Fox Valley (Associate's Degree, Accounting and Business/Management)

Certified Public Accountant (CPA) State of Wisconsin Issued Aug 1995

Overview

Bryan has more than 25 years of benefit plan administration experience. Prior to his role in benefit plan administration, Bryan provided corporate and individual tax planning and compliance services to clients. As a consultant, Bryan listens to his clients’ wants and needs to effectively plan, design and draft retirement plan documents that will meet their expectations and goals. He is responsible for the generation of allocation reports, all required compliance testing, contribution calculations (including cross tested plan formulas), tax returns, projections, participant notices and overall plan compliance as required by the IRS and DOL. As a CPA, Bryan has also represented clients involved in IRS retirement plan audits.

Upcoming speaking engagements

Resources and event materials

In the community

Kiwanis Club of Darboy, Inc., Past Board Member

Darboy Chickenfest, Past Festival Chairperson

Fox Valley Literacy Coalition, Inc., Past Executive Committee Treasurer and Past Board Member

Kiwanis International–Recipient of George F. Hixson Award

Kiwanis Club of Darboy, Inc., Kiwanian of the Year Award, Perfect Attendance Award