Overview
Brian has more than 32 years of experience as an accountant and consultant working exclusively with dentists, physicians, and other health care providers throughout Wisconsin and the Upper Peninsula of Michigan. He has spent his career in a broad range of areas, including Health Care specific financial statement and profitability analysis, tax preparation and planning, benchmarking, ownership transitions, and strategic planning.
Technical experience:
- Individual and corporate tax
- Ownership transitions
- Tax planning
- Profitability and benchmarking
Education
Certified Healthcare Business Consultant (CHBC) https://nschbc.org/about-nschbc/
Enrolled Agent (EA)
In the community
- Member of National Society of Certified Healthcare Business Consultants (NSCHBC)
- Member of National CPA Health Care Advisors Association (HCAA)
- Member of Wisconsin Medical Group Management Association (MGMA)
- Volunteer at Wisconsin Dental Association's Mission of Mercy