How Gerri got here
- Bachelor of Accountancy from the University of North Dakota
- 30+ years in public accounting practice
- Joined the Minneapolis practice in 2025
How Gerri approaches work
“My goal is to go the extra mile to exceed the client’s expectations.”
Related Service Resources
R&D Tax Credits: Easy & Effective Tax Savings
The Research and Development (R&D) Tax Credit is one of the best opportunities for businesses to reduce their tax liabilities, improve cash flow, and increase earnings-per-share. This tax credit was initially enacted in 1981 to incentivize companies to increase their investment in developing new or improved products or processes.
IRA Required Minimum Distributions
Although these distributions are required each year and generally taxable, several strategies can be used to minimize taxation of the distribution and optimize savings for the account holder.
Calculation of Value: Why it’s important for your Business
COVID-19 has been a trying time for businesses and may be the right time to take advantage of business transition opportunities. With the current economic situation, gifting programs should be evaluated because of lower company values.