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
Tax Reform: What it Means for your Business Presentation
Smith Schafer tax professionals, John Edson, Brad Berlin, Jill McKernon and Kyle Spicer presented a free educational tax reform seminar at the Golden Valley Country Club.
C Corporations – Tax Reform Affecting Tax Planning
One of the biggest changes under the Tax Cuts and Jobs Act (TCJA) is the permanent installation of a flat 21% federal income tax rate for C corporations for tax years beginning after 2017.
Succession Planning Requires Smart Strategies
Succession planning is important in any business, but it is sometimes overlooked in family-owned operations.