Overview
Fran is a tax manager with CLA (CliftonLarsonAllen LLP) and is a member of the Minneapolis private client tax group. Before joining CLA, Fran’s background includes nine years of Big Four experience in the individual area of tax compliance and consulting. One of her focuses is on corporate executives and their complex compensation ranging from deferred compensation to stock options. Fran works closely with other advisors on each client’s personal team to ensure a comprehensive approach to tax planning. One of her strengths is effective communication and management of her client’s tax matters. She believes the best part about the individual tax area is the ability to help people through each of their unique tax needs.
Technical experience
- Individual income tax
- Trusts
- Income tax planning and consulting for high-net-worth individuals
Education
Education and professional involvement
- Bachelor of Science in chemistry from Saint Mary’s College of Notre Dame, Notre Dame, IN
- Juris Doctor from the Creighton University School of Law, Omaha, NE
- Master Of Business Administration in Accounting from University of Saint Thomas Graduate School of Business, Minneapolis, MN