learn a little about
How Gary got here
- Bachelor of Accounting from Metropolitan State University
- BPKZ Shareholder from 2001 – 2016
- Joined the Smith Schafer Minneapolis practice with the merger of BPKZ in January 2017
How Gary approaches work
“I like helping people become more successful. The work I enjoy most is with business owners who are serious about growing and who want to identify their goals, take advantage of the best opportunities and work together to make sure those goals are realized.”
Talk to Gary
Related Service Resources
s discussed in part two of our 401k blog series, one of the purposes of a retirement plan audit is to ensure the plan operates in compliance with both plan documents and IRS and DOL regulations. To do this, your auditor will request access to several documents. Some will be plan-specific documents, while others will be HR and related documents.
More than two years after COVID-19 changed the world, business valuations are still challenging. At the midpoint of 2022, the idea that things have returned to ‘normal’ is certainly debatable. In many instances, historic valuation inputs, specifically past performance, cannot be taken as an indication of future performance.
Your business is growing, and so is your 401k plan. But when a plan reaches a specific size, it must be audited by an independent accounting firm.