, CPA
Partner
- More than 20 years public accounting experience with an emphasis in financial institution taxation and consulting, closely held business and individual taxation, and small business consulting.
- Consults with banks regarding strategic planning issues, such as acquisitions and mergers, estate tax, holding company formations, stock redemptions and minority stockholder tender offers.
- Consults regularly with clients regarding tax planning issues, such as optimum mix of investments, compensation and fringe benefit programs and tax ramifications of management decisions.
- Prepares regulatory applications and accompanying forecasted financial statements for banks and bank holding companies.
- Manages and supervises numerous bank engagements, including tax compliance services and consulting services.
- Speaker at various financial institution industry meetings on topics, including income and estate tax related issues, the decision to buy, sell or hold a bank investment, understanding how trust preferred securities can be used in meeting strategic planning goals and other topics.
- Speaks on various topics for annual banking seminars sponsored by Eide Bailly, including updates on current tax issues, subchapter S tax and expansion issues, stock redemptions and gifting, bank sales and de novo bank growth in Minnesota and surrounding states, as well as various other topics.
- Minnesota Society of Certified Public Accountants
- American Institute of Certified Public Accountants
- Designated "Super CPA" by Twin Cities Business Monthly and Law and Politics Publications
- Designated "Top Woman in Finance" by Finance and Commerce Magazine
- Certified Public Accountant
- Bachelor of Science, Accounting - Minnesota State University, Mankato
- AICPA National Banking School - Charlottesville, Virginia
- More than 200 hours of continuing education over the past three years, including courses at the Bank Tax Institute, Community Bank Tax Workshop and Bank Holding Company Association conferences
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