Nancy Streck

Director
CLA Appleton

Education

Bachelor of business administration in accounting from Indiana University

Certified Public Accountant in the state of Wisconsin

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

Resources and event materials

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