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
New Limit on Deductions for Business Interest Expense
The Tax Cuts and Jobs Act (TCJA) imposes a new limitation on deductions for business interest expense.
South Dakota v. Wayfair: Online Sales Tax Decision
In the recent landmark South Dakota v. Wayfair, Inc. case, the U.S. Supreme Court struck down the physical presence nexus standard established in the 1992 decision Quill Corp. v. North Dakota.
Tax Reform: What it Means for your Business Presentation
Smith Schafer tax professionals, John Edson, Brad Berlin, Jill McKernon and Kyle Spicer presented a free educational tax reform seminar at the Golden Valley Country Club.