With more than 17 years of experience, Adam works with businesses in the areas of tax planning, mergers and acquisitions consulting, business succession planning and family wealth transfer planning.
- Specializes in tax planning and compliance for small to midsized businesses and family owned companies
- Works with businesses to integrate exit strategies into their business, personal and financial goals
- Assists with tax compliance process improvement
- Identifies business and tax planning strategies for clients
- Assists with accounting methods and periods analysis
- Manages IRS and state tax audits
- American Institute of Certified Public Accountants
- Minnesota Society of Certified Public Accountants
- Exit Planning Institute
- University of Minnesota, Master of Business Taxation Advisory Board Member (2012–2014)
Location
Minnesota
Education
Master of Business Taxation
Bachelor of Science in accounting
University of Minnesota - Twin Cities