Boulay is pleased to announce that Abby Dupic, CPA was recently named a Tax Partner. Congratulations Abby!
About us
We help our clients reach business and personal goals with sound advice and strategic accounting, tax, business planning and wealth management services. Boulay works with closely-held businesses, public companies and individuals who are, or who aspire to be financially successful. Our focus is to help you protect your business, build your wealth and secure your future by partnering with you and integrating our depth of experience in accounting, tax and other financial services designed to “help you get there.” Investment Advisory Services offered through Boulay Financial Advisors, LLC a SEC Registered Investment Advisor. Certain Third Party Money Management offered through ValMark Advisers, Inc. a SEC Registered Investment Advisor. Securities offered through ValMark Securities, Inc. Member FINRA, SIPC 130 Springside Drive, Suite 300 Akron Ohio 44333-2431* 1-800-765-5201 Boulay PLLP and Boulay Financial Advisors, LLC are separate entities from ValMark Securities, Inc. and ValMark Advisers, Inc. Prime Global is not affiliated with ValMark Securities, Inc. and ValMark Advisers, Inc. Third party posts do not reflect the views of ValMark Securities, Boulay PLLP or Boulay Financial Advisors, LLC, and have not been approved prior to posting.
- Website
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http://www.BoulayGroup.com
External link for Boulay
- Industry
- Accounting
- Company size
- 201-500 employees
- Headquarters
- Eden Prairie, Minnesota
- Type
- Partnership
- Founded
- 1934
- Specialties
- Assurance, Tax, Employee Benefits, Accounting Advisory, Consulting, Business Valuation, Mergers and Acquisition, SEC, Estate and Trust, ESOP, Wealth Management, Business Succession, SOC 2, Technology Risk Advisory, and Transaction Advisory
Locations
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Primary
Get directions
11095 Viking Dr
Suite 500
Eden Prairie, Minnesota 55344, US
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Get directions
2180 Immokalee Rd.
Suite 308
Naples, Florida 34110, US
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Get directions
901 Marquette Avenue
#601
Minneapolis, MN 55402, US
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Get directions
124 E Walnut St
Suite 310
Mankato, Minnesota 56001, US
Employees at Boulay
Updates
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Now is the time to get up to speed on 2024 SECURE 2.0 changes. Here are several to consider.
SECURE 2.0: Which Provisions Went into Effect in 2024? - boulaygroup.com
https://boulaygroup.com
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We are pleased to share that Brandon Hyatt, Retirement Plan Associate, has successfully passed his examinations and earned a QKA designation. The QKA designation is provided through the American Society of Pension Professionals & Actuaries (ASPPA) for retirement plan professionals who work primarily with 401(k) plans. These exams focus on recordkeeping, non-discrimination testing, administrative aspects of 401(k) plans and related defined contribution plans. Congratulations Brandon!
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June is Pride Month! On Monday afternoon, Boulay’s DEI Committee hosted Teri Homan, an author, musician, and member of the LGBTQ+ community. Teri provided an educational presentation on the history of Pride, focusing on the Stonewall Uprising and the impact of this event on LGBTQ+ rights, advocacy and allyship. We’re grateful to Teri for sharing her perspective, as well as to all the Boulay team members who attended (both in-person and virtually) and asked such curious and insightful questions!
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Boulay is pleased to announce that Gerilyn Berens, CPA was recently named a Tax Partner. Congratulations Gerilyn!
Gerilyn Berens Named Partner at Boulay - boulaygroup.com
https://boulaygroup.com
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Boulay is pleased to announce that Erin Basney, CPA was recently named a Tax Partner. Congratulations Erin!
Erin Basney Named Partner at Boulay - boulaygroup.com
https://boulaygroup.com
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NEW HIRE SPOTLIGHT: Rose Cummins recently joined Boulay as a Wealth Management Associate. She graduated summa cum laude from the University of Notre Dame with a bachelor’s degree in finance. In her free time, she enjoys sailing and spending time outdoors with family and friends. We are thrilled to welcome Rose to the Boulay Team!
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Juneteenth—a commemoration of the end of slavery in the United States—is an opportunity to honor the legacy of those who fought for freedom and to support the continued work toward justice and equality. It is also a chance to educate ourselves about the significance of this observance and to continue to uplift the voices of those who’ve been marginalized and oppressed. We encourage our team members, families, friends, and community to reflect on what it means to them and find ways to support progress and equitable treatment for all in our workplaces and communities.
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Boulay was recently featured in "The Abstract Accounting Magazine," which is produced by the College of Business- Minnesota State University, Mankato. The article, entitled "Visit the Firms (RSM and Boulay) Event," highlighted an opportunity for accounting students to visit our firm to network and learn more about the accounting profession. Thank you to all who attended and made this event a success!
Discover the latest in accounting events and student achievements in the Spring/Summer edition of the Accounting Abstract Magazine! #MavBiz #AACSB #Accounting https://lnkd.in/dkq-eDq
The Abstract Accounting Magazine
cob.mnsu.edu
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We're pleased to announce that Catherine Hogan was recently named a Boulay Financial Advisors Partner, Head of Client Service. Congratulations Cathy!
Cathy Hogan Named Partner at Boulay - boulaygroup.com
https://boulaygroup.com