- AICPA
- MNCPA
- Rochester Area Builders
- Sertoma 700 Club
How Jill got here
- Bachelor of Accountancy from University of Minnesota Duluth
- Juris Doctor from Mitchell Hamline School of Law
- Joined the Rochester practice in 2013
How Jill approaches work
“Helping the client to meet their business needs by working with them to serve as an overall business advisor.”
Related Service Resources
SECURE Act 2.0 – Provisions Impacting Employers
The SECURE Act 2.0 was signed into law by President Biden on December 29, 2022. Included as part of the Consolidated Appropriations Act of 2023, it provides additional retirement savings reforms designed to expand access to and increase participation in workplace retirement plans
IRS Announces Form 1099-K Reporting Relief
In the past, individuals and businesses would only receive a 1099-K form under certain circumstances. This includes when there were over 200 transactions or gross payments totaling more than $20,000 received through payment apps or credit card processors.
How Will the SECURE Act 2.0 Impact Individuals?
The SECURE Act 2.0, was signed into law on December 29, 2022. The legislation calls for several changes, including an increase in the RMD age, distributions for federally declared disasters, early distributions for terminal illnesses, and changes to catch-up contribution rules.