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
CARES Act Tax Changes
The CARES Act contains a number of provisions impacting businesses. This chart is meant to highlight the tax modifications and provide some potential planning ideas.
Spring Cleaning: Recordkeeping Guidelines to Save or Shred
Are you a recordkeeping pack rat?
Updated Guidance on Payroll Tax Deferral
The Coronavirus Aid, Relief, and Economic Security (CARES) Act, allows for a payroll tax deferral of the employer share of Social Security tax that would otherwise be due from March 27 until December 31, 2020. Initially, this deferral was not available to those businesses taking advantage of the Paycheck Protection Program (PPP) Loans.