My Boulay
MN 952.893.9320
FL 239.325.1100


Be Prepared! Protecting Your Business Against Ransomware

June 21, 2017 | 7:45 - 9:30am

Ransomware—computer malware that prevents you from using your device normally until you do as it says, such as paying a certain amount—is on the rise and many companies are at risk. According to Microsoft, for the top ten countries with the most ransomware detections, the United States has 50% of all detections. Join us for a breakfast workshop and learn how to protect your business against ransomware.

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Estate Planning: When Life Suddenly Changes

June 29, 2017 | 7:45 – 10:00 a.m.

Join us for a breakfast workshop on estate planning for post-death and divorce and get practical advice that helps your loved ones ensure your wishes are carried out. When a loved one dies, there’s not only crushing emotional grief, but also the likely feeling of overwhelming logistical and legal tasks that lie ahead. Post death planning makes it easier for the personal representative of an estate, whether the decedent had a detailed estate plan or a plan that may lack attributes important in today’s estate environment.

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Lease Accounting and Revenue Recognition Workshop

May 31, 2017 | 7:45 - 9:30am

Under the new FASB lease accounting standard, a company who leases buildings, equipment and other assets will be required to recognize most leases as a lease asset and liability on the balance sheet. This is a significant change from the current accounting for leases, which allows for certain leases classified as operating leases to be recorded off the balance sheet. Join us for a breakfast workshop to learn how this standard will impact your financials and get ahead of others in understanding this significant change. In addition, as a follow-up to our November 2016 workshop on revenue recognition, we will cover the significant change in disclosures around the revenue recognition guidance set to take effect in 2018.

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Student Loans and Income-Based Repayment Programs: Transforming Student Debt into Personal Wealth

March 7, 2017 | 7:45 - 9:30am

Most professionals with one or multiple degrees often finance their educations with student loans and many owe hundreds of thousands of dollars before even beginning their careers. Today, there is $1.3 trillion in student loan debt in the United States, with an average student loan debt of approximately $30,000. The average debt for an attorney is more than $140,000, while doctors have an average debt of more than $160,000. Join us for breakfast and learn how to develop a personalized plan to manage debt, free up cash flow and provide opportunities to save for other financial priorities.

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Business Valuations Workshop

February 16, 2017 | 7:45 - 9:00am

Whether you are buying, selling or transferring a business, planning your estate, analyzing ESOP feasibility or resolving a legal dispute, it is crucial to have a sound valuation opinion. Valuing a business requires the consideration of three approaches using a variety of methods to establish a value. Each business is unique, as are the objectives of each business owner, and it is important to understand the key factors that drive business value.

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Retirement and Estate Planning Workshop

January 31, 2017 | 7:45 - 10:30am

From retirement planning to estate planning, the path to preparing for your and your beneficiaries' futures can be a rocky and winding road. Join us for breakfast and learn the strategies and tools you can apply to your own retirement and estate plan to help smooth out the road ahead.

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Minnesota/Dakotas Chapter of The ESOP Association Quarterly Meeting

January 19, 2017

Doug Johnson, Employee Benefits Manager at Boulay, will present at the Minnesota/Dakotas Chapter of The ESOP Association quarterly meeting in Roseville, MN. He and Debra Linder from Fredrikson & Byron will lead a discussion on what an ESOP is, common reasons they are implemented, how they operate, and the benefits they provide. They will also offer definitions for ESOP terminology.


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Revenue Recognition Workshop

November 17, 2016 | 7:45 - 9:45am

With the new FASB/IASB revenue recognition standard soon replacing all current revenue guidance, this new principles-based accounting standard could substantially change how revenue is recognized. Complying with the new standard can be complex and could impact your organization in areas you don't anticipate. Join us for a breakfast workshop and learn how to overcome challenges and take advantage of opportunities to prepare your business for this significant change.

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2016 Business Succession Summit

2016 Business Succession SummitOctober 26, 2016  |  7:30 - 10:30am

Similar to planning a large party, preparing for your business exit and retirement requires plenty of time, organization and effort. Not only do you need to be in a healthy financial state, but you should also take into account how being mentally prepared can make or break your next step. Join us for breakfast and learn how to get ready for this important milestone in both your career and your life.


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Association of Women Contractors' October Education Event

October 19, 2016 | 8:00am - 3:30pm

Join Meghan Kratz, Tax Manager, and Greg Margarit, Tax Partner, at the Association of Women Contractors' October Education Event on Wednesday, October 19 from 8:00 a.m. - 3:30 p.m. at the Fairfield Inn & Suites, 1125 East County Road E, Vadnais Heights, MN 55110. Meghan and Greg will present about tax planning. Click here to register now.

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