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Posts by category

• Category: COVID-19
  • Minnesota’s New Tax Bill: What you need to know about unemployment compensation, PPP loan forgiveness, and more
  • IRS Provides Update on Status of Forms 941 and 941-X
  • The SBA May Drop the Loan Necessity Questionnaire for PPP Loans Greater Than $2M
  • HHS Provider Relief Refund Payments: Reporting Requirements and Timeline Update
  • Restaurant Revitalization Fund; 3 Steps to Prepare & How to Apply
  • Shuttered Venue Operators Grant (SVOG) Application Portal Reopens April 26
  • Retirement Plans in Mergers & Acquisitions; What Questions Should You Be Asking?
  • Single Audit Requirement for Provider Relief Funds; Update on HHS
  • Shuttered Venue Operators Grant (SVOG); What You Need to Know to Apply
  • PPP Extension Act Signed Into Law; Schedule C Filers Have New Options
  • IRS Extends Tax Filing Deadline to May 17; Taxpayers Still Need to Be Ready for April 15
  • Congress Passes $1.9T American Rescue Plan; What’s New & What Changed
  • The Employee Retention Credit Is Now Available to Businesses That Receive PPP Loans; Here’s How to Qualify
  • HHS Pushes Back Deadline for Provider Relief Fund Reporting
  • PPP Re-Opening Date Begins January 11 for “First Draw” PPP1 Loans; January 13 for PPP2
  • SBA Issues New PPP1 & PPP2 Guidance for Businesses; What You Need to Know to Apply
  • Paycheck Protection Program (PPP) Round 2; What You Need to Know to Apply
  • Paycheck Protection Program 2.0 – Congress Authorizes Round 2 of Funding for Borrowers
  • Congress Passes $900B Stimulus; Here is a Summary of the COVID-19 Economic Relief Package
  • COVID-19 Relief Package Passed for Minnesota Small Businesses
  • Get Ready for Your PPP Loan Forgiveness Application | How To Prep & What to Expect
  • Tax-Free Employee WFH Benefits? What Employers Should Know About Qualified Disaster Relief
  • Form 1099-NEC Returns; What About Form 1099-MISC? Here’s When to Use Each One
  • Accounting For PPP Loans: Forgivable Debt or Government Grant?
  • SBA Issues PPP Loan Necessity Questionnaire to $2M+ Borrowers; What You Should Know
  • Increased Ransomware Attacks – What You Can Do Right Now
  • Considering Selling or Merging a Business with PPP Loans? Understand the New SBA Notice Rules to Avoid a Delay Headache
  • Beth Kieffer Leonard Quoted in Entrepreneur Magazine’s “Leading Women in Business” Minnesota Edition
  • Teleworking and the Impact on State and Local Taxes
  • The IRS Issues Guidance on the Executive Action Deferring Payroll Taxes
  • There Is Still Time to Reverse Your 2020 Required Minimum Distribution Under the CARES Act, Action Required by August 31
  • IRS Backlog Causing Incorrect Late Payment Notices. If You Receive One, Here is What To Do Next
  • SBA Releases New PPP Guidance, Frequently Asked Questions on Loan Forgiveness
  • PPP Loan Forgiveness Application Portal to Open August 10, PPP Lenders Get Ready
  • COVID-19 Business Survival Strategy: Efficiently Manage Your Working Capital
  • 1031 Exchanges – Proposed Regulations on the Definition of Real Property Released
  • SBA Reopens EIDL Small Business Portal, PPP Funds Still Available
  • Minnesota Small Business Relief Grants Program to Begin Accepting Applications on June 23
  • SBA Clarifies Loan Forgiveness Rules Under PPP Flexibility Act, New Applications
  • Fed Lowers Minimum Loan Size for Main Street Lending Program, Better Terms for Small to Mid Sized Businesses
  • Could Your Strategic Response to COVID-19 Result in Tax Savings?
  • Senate Passes Paycheck Protection Program Fix, Loan Period Extends to 24 Weeks
  • WFH Deductions? Unemployment Benefits Taxable? Stocks, IRAs, and Donations? Answers to COVID-19 Tax Questions.
  • Freezing Your Cash Balance Plan – How Does It Work?
  • SBA Releases PPP Loan Forgiveness Application, Here’s What You Need to Know
  • Partner Compensation Is Now Included in Latest SBA Update, Partnerships May Be Eligible to Increase Their PPP Loan
  • Good News on Good-Faith Certification, SBA Clarifies Guidance for PPP Loans Under $2M
  • Minnesota Counties Extend Property Tax Payment Deadlines and Waive Late Penalties
  • Work(force) from Home: Understanding and Managing Your SOC Compliance Risk
  • Fed Expands Scope of Main Street Lending Program, Here is Your Guide
  • CARES Act Healthcare Provider Relief Fund, HHS Releases $70 Billion in PHSSEF
  • IRS Issues Notice that PPP Loan Expenses Are Not Deductible
  • State Tax Changes Summary
  • SBA Opens Round 2 of PPP Applications, New Law Adds Funding for Both PPP and EIDL Loans.
  • Paycheck Protection Program Update | Applications Now Available
  • New PPP Guidance Issued by SBA for Self-Employed Individuals, Form 1040, Schedule C
  • How Does the PPP Loan Forgiveness Work? Our Proactive Guide for Borrowers
  • CARES Act Provides Three New Tax Planning Opportunities for the Real Estate Industry
  • Main Street Business Lending Program – Fed, Treasury Launch $600 Billion Relief Effort for Small to Mid-sized Businesses
  • MN Department of Revenue Grants 60-day MinnesotaCare Payment Grace Period
  • CARES Act Provider Relief Fund | Medical Practices & Providers Now Receiving Payments
  • IRS Extends More Tax Deadlines
  • Over 500 Employees? Your Business May Still Qualify as Eligible for the PPP Loan.
  • Minnesota Sales and Use Tax Payment Extension
  • Updated Treasury and SBA Guidance – Here are the Most Frequently Asked Questions About PPP
  • EIDL vs PPP | Which One is Right for My Business?
  • What the CARES Act Means for Your Qualified Retirement Plans
  • CARES Act Signed Into Law | Outline of Provisions for Businesses and Individuals
  • Coronavirus Emergency Loans | Small Business Guide and Checklist
  • What is the Paycheck Protection Program? A Brief Overview.
  • Consider Freezing your Cash Balance Plan or Defined Benefit Plan for 2020
  • Lurie Remains Fully Operational During Minnesota Governor’s ‘Stay at Home’ Executive Order
  • SBA Resources
  • Helpful Links
  • Massive Stimulus Deal Reached; Details Emerging
  • Families First Coronavirus Response Act (FFCRA) Overview
  • Protected: COVID-19 Frequently Asked Questions
  • Minnesota Small Business Emergency Loans
  • Minnesota Extended Filing Deadlines
  • New Guidance on Income Tax Payment and Filing Extensions
  • Florida Resources
  • California Resources
  • Wisconsin Resources
  • Minnesota Resources
  • April 15th Federal Tax Filing Deadline Extended
  • Important Information on IRS Extension of Tax Payment & Filing Deadlines
  • COVID-19:  Business Implications and Available Resources
  • Lurie, LLP Staff Now Working Remotely
  • Lurie, LLP’s Response to COVID-19 and to Our People, Clients, and Community
  • Category: SBA
• Category: Healthcare
  • MYCSF is the Tool Utilized to Manage the HITRUST Certification Process
  • Is HITRUST the Best Option for my Company?
  • How Long Does It Take To Obtain HITRUST Certification?
  • Is HITRUST Right For My Company?
  • Effective Compensation Design: Why It Matters for Your Medical Practice
  • Monthly KPI Dashboards: A Powerful Tool for Your Dental Practice
  • Revenue Cycle Management: A Remedy for Aging Receivables?
  • How to Negotiate a Better Payer Contract: 3 Must-dos Before Signing
  • Growing Your Practice? Consider Cost Per Encounter
  • Top 10 Ways to Maximize Revenue in Your Medical Practice
  • How to Effectively Manage Millennials in Your Healthcare Practice
  • The Triple Benefit of Revenue Cycle Management: Patient Care, Employee Efficiency and Profit
  • Managing Payer Contracts: Is Your Practice Being Paid Correctly?
  • Done Correctly, Deferred Compensation Plans Create Win-Win for Physician and Business
  • Using Monthly KPI Dashboards to Improve Your Medical Practice Performance
  • Top 5 Daily Key Performance Indicators (KPIs) Medical Practices Should Monitor to Improve Financial Performance
• Category: News
  • Latest Corporate Security Concerns
  • Lurie Leader Brian May Completes Moore NA Dynamic Growth Academy
  • Beth Kieffer Leonard Named Minneapolis/St. Paul Business Journal’s Most Admired CEOs
  • David Brauer, Partner, Welcomed As Newest MNCPA Board Director
  • Episode 5: Invention and Reinvention with Michelle Tran Maryns and Tammy Lee
  • Sara Monahan Recognized by the New America Alliance as a Top Advisor to its Business Community Members
  • Episode 4: Impact and Influence with Anne Behrendt and Kay Phillips
  • Episode 3: Community and Connection with Lili Hall and Susan Shields
  • Episode 2: Equity & Empathy with Alison Rempel Brown and Anika Ward
  • Episode 1: Heart and Humility with Kate Kelly and Kim Motes
  • HITRUST Vendor Management Process: Detailed Checklist for Large Enterprises
  • Shining a Light with Beth Kieffer Leonard Podcast Trailer
  • Lurie is a Proud Supporter of the 2020 Minnesota Keystone Program
  • SECURE ACT – Change to timing on the adoption of a new qualified retirement plan
  • The Importance of SOC 2 Reporting for MSPs and XaaS Vendors
  • Disaster Loans Available for MN Businesses, Non-Profits & Residents Affected by Civil Unrest
  • Lurie Again Named Among the Best CPA Firms for Women, Best CPA Firms for Equity Leadership by the Accounting MOVE Project
  • Lurie LLP Certified as a HITRUST External Assessor
  • Lurie Wealth Advisors Named to Accounting Today’s Top Firms by AUM 2020 List
  • Lurie Leaders Julie Helms and Angela Remington Complete Moore NA Dynamic Growth Academy
  • Is It Time to Refinance?
  • The SECURE Act changes the rules for employers on retirement plans
  • State Tax Modifications Effective January 1, 2020
  • 2020 Tax Deadlines
  • Lurie, LLP admits Sean Linton and Jeremy Palm into partnership
  • Plan year 2020 deadlines for calendar year retirement plans
  • Lurie, LLP Expands Healthcare Practice Group
  • Spending bill extends tax breaks, adds retirement account provisions
  • Wayfair revisited — It’s time to review your sales tax obligations
  • How safe are your online passwords?
  • 2019 Tax Planning for Individuals: Opportunities to Consider
  • 2019 Tax Planning for Businesses: Partnership Filing Requirements
  • 2019 List of Required Amendments for Qualified Retirement Plans
  • 2019 Tax Planning for Individuals: FSA Contributions
  • 3 Qualified Retirement Plan Ideas for Business Owners
  • 2019 Tax Planning for Businesses: Revenue Recognition
  • Attention: New Lease Accounting Rules are Delayed for Private Companies
  • 2019 Tax Planning for Individuals: Bonus Pay Structuring
  • 2019 Tax Planning for Businesses: State Nexus
  • 2019 Tax Planning for Individuals: Retirement Planning
  • 2019 Tax Planning for Businesses – Real Estate / Depreciation
  • 2019 Tax Planning for Individuals – Maximizing Deductions
  • Note on 2018 Tax Filings and Minnesota Tax Conformity
  • Benefits of opportunity zones for capital gains or 1031 exchanges
  • IRS Releases 2020 Limits on Benefits and Contributions
  • Accelerate depreciation deductions with a cost segregation study
  • The U.S. Department of Labor finalizes the new overtime rule
  • IRS issues final QBI real estate safe harbor rules
  • Tax update: MinnesotaCare taxes will continue after 2019
  • The key to retirement security is picking the right plan for your business
  • Transaction Advisory Team Announces Latest Transaction
  • Employer’s Outsourcing Payroll Responsibilities
  • Deadline to implement a new Safe Harbor 401(k) Plan for 2019 is October 1
  • Expenses that teachers can and can’t deduct on their tax returns
  • A few basics of safe harbor 401(k) plans
  • DOL expands retirement plan options for smaller businesses
  • Update on Minnesota tax conformity
  • Alyson Galarowicz honored with Lurie Client Experience award
  • Lurie ranked among INSIDE Public Accounting’s top 200 accounting firms in the U.S.
  • How to protect yourself from the Capital One data breach
  • What happens if I cannot make the minimum required contribution to my Cash Balance Plan?
  • Minnesota’s New Wage Theft Law
  • Lurie Wealth Advisors named to Accounting Today’s 2019 Top 150 Firm by AUM
  • Lurie, LLP named one of Accounting & Financial Women’s Alliance Best CPA Firm for Women and Best CPA Firm for Leadership Equity
  • 2019 Entrepreneurial Experience
  • Matt Almer honored with Lurie Client Experience award
  • Update on Opportunity Zones
  • Cash Balance Plans | What should advisors know?
  • Derek Chamberlain honored with Lurie Client Experience award
  • Partner Dave Brauer testifies at House Tax Committee Meeting
  • Plan year 2019 deadlines for calendar year retirement plans
  • 2019 Standard Mileage Rate
  • Happy New Year from all of us at Lurie!
  • Tax opportunities to consider during the 2018 filing season
  • Partnership Audit Regime | How does this impact your 2018 filing?
  • Family and Medical Leave Credit
  • IRS Releases 2019 Limits on Benefits and Contributions
  • Social Security Wage Base Increases for 2019
  • Transaction Advisory Team Announces Latest Transaction
  • New Tax Law | What should advisors know?
  • Reminder: 2017 Cash Balance Plan and Traditional Defined Benefit Plan Contributions are due 9/15
  • Foreign-Derived Intangible Income (FDII) – a New Deduction for Corporations
  • Cash Balance Plans + Tax Reform = A Great Opportunity for Business Owners
  • IRS issues proposed regulations on the 20% pass-through deduction
  • The GILTI Tax | New anti-deferral rules for shareholders of controlled foreign corporations
  • Proposed 168(k) Regulations | Additional First Year Bonus Depreciation
  • Are you terminating your SIMPLE IRA at the end of 2018?
  • Lurie ranked among INSIDE Public Accounting’s top 200 accounting firms in the U.S.
  • Hidden Benefit within Tax Reform
  • Transaction Advisory Team Announces Latest Transaction
  • Lurie, LLP named one of Accounting & Financial Women’s Alliance Best CPA Firm for Women and Best CPA Firm for Leadership Equity
  • Retirement Plan Options for Small Businesses
  • Cash Balance Plan FAQs
  • Lurie, LLP Named Meda’s Corporation of the Year
  • Adding to the Lurie Family | A Message from Beth Kieffer Leonard
  • Lurie, LLP adds Hagen Palen & Co, CPAs, PA to the Lurie family
  • Tax Day – April 17, 2018
  • Identity theft still on the IRS ‘Dirty Dozen’ list
  • Lurie named to “Beyond the Top 100: Firms to Watch” and “Top Firms: The Midwest” by Accounting Today
  • Plan year 2018 deadlines for calendar year retirement plans
  • Tax Return Preparer Fraud Ranks on 2018 ‘Dirty Dozen’
  • 2018 Tax Pocket Guide
  • Deemed Repatriation of Foreign Corporate Earnings and Profits – Tax Implications for 2017 Tax Years
  • Changes to federal estate, gift, and generation-skipping transfer tax laws
  • Did you rent your house for the Super Bowl?
  • 2018 Tax Legislation Business Entity and Effective Rate Review
  • Kate Siegrist named one of Minneapolis/St. Paul Business Journal’s 40 under 40
  • New deduction impacting pass-through entities in 2018
  • Interest expense deduction – What are the new rules for businesses in 2018?
  • We’d like to take a moment…
  • Minnesota Homeowners – Guidance on Prepaying Real Estate Taxes before December 31, 2017
  • Tax Reform Will Change Treatment of Real Estate and State and Local Taxes
  • IRS Issues 2018 Standard Mileage Rate
  • Final Tax Reform Bill Revealed
  • Correction to Social Security Wage Base for 2018
  • Farley Kaufmann and Joel Lebewitz Earn Prestigious CEPA Designation
  • 3 Qualified Retirement Plan Ideas for Business Owners
  • Beth Kieffer Leonard named to 2017 CPA Practice Advisor Most Powerful Women in Accounting
  • Be on the lookout for an IRS notice for late foreign filings (Form 5472)
  • Senate Reveals Tax Bill
  • Lurie ShareFile Client Portal Tutorial
  • House Reveals Tax Reform Bill
  • 2018 Changes to Tax Benefits
  • IRS Releases 2018 Limits on Benefits and Contributions
  • Social Security Administration announces 2018 social security wage base
  • Having a transition strategy is important, however most Twin Cities business owners don’t have one.
  • Employers to begin using revised form I-9
  • Equifax Data Breach – What To Do
  • Lurie ranked among INSIDE Public Accounting’s Top 200 accounting firms in the U.S.
  • Deadline to implement a new Safe Harbor 401(k) Plan for 2017 is October 1
  • Minnesota Announces Changes to Estate Exemption Amounts
  • Minnesota Law Changes that Could Affect Your Limited Liability Company (LLC)
  • IRS Announces HSA / HDHP Limits for 2018
  • Try This Tax Strategy to Maximize Your Retirement Savings
  • Renata Raisanen receives 2016 AICPA Elijah Watt Sells Award
  • Lurie Adds Three into Partnership
  • Stacie Usem Receives the Women’s Health Leadership TRUST Jean Harris Award
  • Is it time to review your business entity structure?
  • 4 Ways to Prepare Your Business for SSAE 18 on May 1, 2017
  • Don’t Overlook These Four Tax Breaks
  • Are your beneficiary designations up-to-date?
  • Tax Time Guide: Protect Personal, Financial, Tax Information and Computers
  • Lurie named to Minnesota Business Magazine’s 100 Best Companies to Work For in 2017
  • Lurie receives 2016 WIE Winner’s Circle Awards
  • 5 Key Things to Consider When Renting Your Home
  • Tax Filing Dates for 2017
  • Meal & Entertainment Study
  • Tax strategies to finish out 2016
  • Year End Tax Tips for Businesses
  • 2016 Holiday Video – “Your Next Generation”
  • Will new salaried overtime regulations impact your business?
  • IRS Releases 2017 Limits on Benefits and Compensation
  • Ready to tackle FAFSA? Two new changes you need to know.
  • Lurie wins 2016 LEA EDGE award for Innovative Firm of The Year
  • Beth Leonard and Stacie Usem Receive Innovation in Finance Award
  • Employee Compensation – Can Partners Be Treated Like Employees?
  • Deadline to implement a new Safe Harbor 401(k) Plan for 2016 is October 1st.
  • SKOL! Learn about Lurie & receive 2 free Vikings home opener tickets
  • Minnesota Unemployment Insurance Tax Reduction Credit
  • Lurie LLP named to the Accounting & Financial Women’s Alliance and AWSCPA 2016 Best Public Accounting Firms for Leadership Equity
  • What the US Government does with information collected from individual tax returns
  • Beth Kieffer Leonard & Kimpa Moss Profiled in Minnesota Business Magazine
  • Two Free Paul McCartney Tickets for May 5th
  • Is a Cash Balance Plan right for you and your business?
  • Lurie named to Minnesota Business Magazine’s 100 Best Companies to Work For in 2016.
  • Is it time to review your business entity structure?
  • It’s time to think about the research and development credit again
  • Revisiting long-term plans for fixed asset purchases and building improvements
  • Congratulations to Chris VanSchooneveld on obtaining a CVA designation
  • Lurie and Beth Kieffer Leonard profiled in Star Tribune
  • Kimpa Moss featured in Minnesota Business’ article on WPO
  • Todd Lifson featured in MSP Business Journal’s Table of Experts: Franchising
  • Pre-paying 2016 expenses through Lapping Deductions
  • Deducting your health care expenses
  • Tax extender bill passes, what you should know.
  • 20 moments from the past 20 years that moved the whole world forward
  • Looking Ahead to 2016 and Beyond
  • How to maximize deductions with 2016 TPR changes and what to do now
  • Lurie celebrates 75 years with ceremonial lighting of new building sign
  • Lurie partner, Kimpa Moss, interviewed by MPR News
  • Lurie wins 2015 LEA EDGE award for Innovative Firm Initiative
  • Volunteers needed for We Day in Minnesota!
  • Jennifer McNeal named among 2015 Top Women in Finance
  • Lurie Besikof Lapidus & Company, LLP announces name change
  • Living the Lurie Story
  • Lurie ranked among INSIDE Public Accounting’s Top 200 accounting firms in the U.S.
  • Joel Lebewitz named new chair of MEDA
  • Lurie admits Greg Flannigan and Jennifer McNeal into partnership
  • Thank you, Lurie clients and friends
  • Obtaining Angel Investors from China
  • Category: Business Valuation
    • The Four Cs | Human Capital
    • What creates value for a company?
    • Key Questions Regarding Succession Planning
    • Effective Working Capital Management Can Unlock Company Value
    • Why valuation multiples are more complicated than you may think
    • How corporate structure can impact your business’ valuation
  • Category: Entrepreneurs
    • Budgeting is key to a successful start-up
    • Research & Development Tax Credits for Start-up Companies
    • Minnesota’s Angel Tax Credit
    • Beth Kieffer Leonard featured on U.S. Bank Power of Possible podcast
    • December may seem far off, but now is the time to prepare for SOC 2 changes!
    • Own a business? Here is why you should choose a 401(k) over a SEP.
    • R&D Tax Credits for Digital Marketers
    • Competition
    • MN Cup Kicks Off March 20
    • Truth or BS Podcast
    • New I-9 Form for 2017
    • Pre-paying 2017 expenses through Lapping Deductions
    • Proposed IRS Regulations Could Impact Family Owned Businesses
    • How Can Women Entrepreneurs Get More Funding?
    • ENTREPRENEURS AND INNOVATORS— PUT YOUR NEW BUSINESS CONCEPT IN PLAY WITH THE 2016 MN CUP!
    • Angel Investment Tax Credit Update
  • Category: Press Releases
    • Chris Van Schooneveld Earns Prestigious CEPA Designation
    • Lurie, LLP named one of Accounting & Financial Women’s Alliance and AWSCPA Best Public Accounting Firms for Leadership Equity
  • Category: Retirement Planning
  • Category: Tax and Accounting
    • Category: Tax Reform
  • Category: Technology
  • Category: Transaction Advisory
  • Category: Video
    • Category: Resources
      • Is a Cash Balance Plan right for you and your business?
• Category: Podcasts
• Category: Succession Planning
• Category: Uncategorized
  • Required Minimum Distributions for Actively Employed Owners

My Templates

• PPP Organizer Refresh
• Podcast Workbook 1
• Podcast Workbook 5
• Podcast Workbook 4
• Podcast Workbook 3
• Podcast Workbook 2
• 2021 ERC Assistance
• 2020 ERC Assistance
• Contact Us - Employee Retention Credit
• PPP Organizer 2 – IE Optimized
• Qualified Disaster Relief Info
• HITRUST PopUp
• SOC 2 and HITRUST
• SOC 2 Pop Up
• SOC 1 Pop Up
• Manufacturing Main Page Pop Up
• Revenue Opportunity Roadmap Pop Up
• Physician Accounting Services
• Dental Tax Services Pop Up
• PhysComp Pop Up
• HC Management Consulting POP UP
• KPI Dashboards Pop Up
• Healthcare Main Page Pop Up
• PPP Organizer - Mail Campaign Landing Page
• Mail Campaign Pop Up - PPP Loan Forgiveness
• PPP Loan Forgiveness – Step 2 Option 3
• PPP Loan Forgiveness – Step 2 Option 2
• PPP Loan Forgiveness – Step 2 Option1
• PPP Loan Forgiveness – Step 1
• PPP Organizer - IE Optimized
• PPP Organizer Full Screen
• PPP Loan Tracker
• Default Kit

Employees

• Kevin H. Besikof, CPA, CVA, CMA, CLP, CFF
• David D. Brauer, CPA, MBT
• Matthew T. Brown, CPA, JD
• Gregory S. Flannigan, CPA, MST
• Wendy C. Frame, MBA, QPA
• Libby S. Hornibrook, CPA
• Beth Kieffer Leonard, CPA, CGMA
• Todd J. Lifson, CPA, CFE, CGMA, IFRS Cert.
• Sean P. Linton, CPA, CITP
• Todd J. Lurie, CPA
• Kimpa A. Moss, CPA, CGMA
• Jeremy D. Palm, QPA, QKA
• Timothy B. Schmidt, CPA
• Chris S. Schultz
• Nathan F. Shubert, CPA
• Kate M. Siegrist, CPA, CISA, CRISC, HITRUST CCSFP
• Stacie G. Usem, CPA, CGMA
• Daniel L. Utz, CPA
• Howard L. Wilensky, CPA, CFE, CGMA
• Matthew M. Almer, CPA
• Maria G. Andrade-Vera, CPA
• Tim M. Baranick, CPA
• Rhoda A. Beaird, EA
• Bill L. Bodner, CPA, CISA
• Shannon L. Brown
• Derek R. Chamberlain, CPA
• Tammy R. Dehne
• Annette T. Dunn
• Robert S. Engmark, CPA
• Joan Haug, CPA
• Julie A. Helms, CPA
• Amy M. Jongerius
• Jennifer Joynes, EA
• Lindsey J. Kolden, CPA
• Doug Kositzke, CPA
• Alyssa D. Lundberg, CPA
• Cory J. Markling, CFA, MBA
• Mary Martin-Kahn, EA
• Brian J. May, EA
• Bobbi L. McKechnie, CPA
• Sara L. Monahan, CPA
• Michael J. Mondelli
• Andy S. Moss, CPA
• Becky Munson, CPA
• Andrew D. Reckard, CPA
• James R. Redman, CPA, CISA, CISSP, HITRUST, CCSFP
• Mark A. Rupolo, CPA, ABV, PFS
• Catherine A. Scardigli, CPA
• Connie A. Schnabel, CEBS, ERPA, QPA
• Charles E. Talbert, MBA, ASA, EA, MAAA, MSPA
• Renata L. Torola, CPA, CISA
• Chris G. Van Schooneveld, CPA, CVA
• Jean M. Wocken, CPA

Services

• HITRUST
• Revenue Recognition
• Transaction Advisory Services
• Wealth Management
• Technology Consulting
• Tax Planning & Preparation
• Business Valuation & Litigation Support
• YourBooks^®
• China Strategies
• Entrepreneurial Services
• Retirement Plan Consulting
• Assurance & Advisory