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
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The IRS has announced the annual gift tax exclusion is increasing next year due to inflation.
Nonprofit Industry: 2018 Accounting Standard Changes – Part 5
Watch this five-part series video regarding the 2018 Accounting Standard Changes.
Nonprofit Industry: 2018 Accounting Standard Changes – Part 4
Watch this five-part series video regarding the 2018 Accounting Standard Changes.