Meet Alan…
How Alan got here
- Bachelor’s degree of Business Management from the University of South Dakota.
- 25 years of accounting experience serving small business owners and high-net-worth individuals.
- Joined the Rochester practice in 2023
How Alan approaches work
A collaborative team-based approach to meeting client needs.
Related Service Resources
Q & A Regarding recent business tax changes
On November 5, 2020 we held a free live webinar discussing the Q & A’s regarding recent business tax changes. You can click to video below to watch the webinar replay or use the button below to download the presentation slides.
5 Areas Professional Services Firms Should Focus On
COVID-19 has presented various challenges for professional services firms in 2020, unlike anyone could have foreseen. We understand the professional services industry since we are part of it ourselves.
Paycheck Protection Program & Year-End Tax Planning
Congress passed the CARES Act and provided funding for Paycheck Protection Program (PPP) Loans. Many of you took advantage of the provisions afforded you related to PPP and the CARES Act.