Overview

Nancy is a member of the Health Care team and focuses on assisting physicians, dentists, and other health care providers. She provides guidance in the areas of practice management, practice analysis, and tax planning for both the owners and their practices. In addition, she has experience with health care practice transitions and valuations including valuation work related to mergers and acquisitions, stock valuation for buy/sell agreements, and valuation for divorce proceedings.

Nancy has more than 30 years of experience providing accounting, tax compliance, business consulting, and valuation services to a variety of closely held businesses. Her experience also includes research, planning, and compliance work in gift, estate, and income tax.

Technical experience

• Accounting and tax planning for health care professionals and practices
• Practice management
• Practice startup assistance
• Health care practice transitions and valuations
• Dental practice analysis
• Estate and trust tax planning and compliance

Upcoming speaking engagements

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Resources and event materials

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In the community

• American Institute of Certified Public Accountants
• Wisconsin Institute of Certified Public Accountants
• National Association of Certified Valuators and Analysts
• Fox Valley Estate Planning Council
• Fox Valley Literacy Council, Tutor
• St. Elizabeth Hospital Foundation, Board Treasurer
• Tri-County Community Dental Clinic, Focus on the Children Volunteer
• Women's Fund for the Fox Valley Region, Committee Member
• CASA of the Fox Cities, Court Appointed Special Advocate