AICPA
MNCPA
MCPA Media Spokesperson
How Kyle got here
- Bachelor of Accounting and Business Administration from University of Minnesota, Duluth
- Joined the Smith Schafer Minneapolis practice in 2012
How Kyle approaches work
“I like to listen to my clients and truly help them with their needs and achieve their goals. Working hard to find the best solution to every obstacle, while providing great service along the way.”
Related Service Resources
Important Estate Tax Portability Update Announced
If the federal estate tax exemption is cut approximately in half in 2026, as is currently scheduled, it may create significant issues for Minnesota taxpayers. The matter becomes especially challenging when one considers what may happen if the portability election is not made.
ESOPs & Succession Planning for your Transportation company
This article will provide insight on employee stock ownership plans (ESOP) and how they can be an option for succession planning for transportation companies. An ESOP can provide many benefits, such as tax savings for owners and the business and increasing the culture of ownership by involving employees who have shown service and loyalty.
document Organization for Your 401k Plan Audit
s discussed in part two of our 401k blog series, one of the purposes of a retirement plan audit is to ensure the plan operates in compliance with both plan documents and IRS and DOL regulations. To do this, your auditor will request access to several documents. Some will be plan-specific documents, while others will be HR and related documents.