Boulay Welcomes New Audit Manager

Boulay recently hired Kevin McGuinn as the new Audit Manager. He joins Boulay with more than 15 years of professional audit experience.

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Boulay Welcomes New Senior Retirement Plan Manager

Boulay recently hired Meghan Hannon as the new Senior Retirement Plan Manager. She joins the Boulay Financial Advisors, LLC team and brings with her more than 13 years of experience in retirement plan services and consulting.

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Mike Crabtree Quoted in Star Tribune Article, "Small businesses that took PPP aid may face a tax problem"

Mike Crabtree, CPA, Partner, was quoted in a Nov. 27 Star Tribune article entitled, "Small businesses that took PPP aid may face a tax problem." Crabtree stated: "The word from Congress at the time was this is going to be a forgivable loan and it says right in the CARES Act that it's not income. People were thinking it's like a government grant, essentially a shot in the arm to help them through this rough time," he said. "But as they decided to create the disallowance of the expenses, then it might not be helping keep these businesses afloat. It was called the Paycheck Protection Program, with the idea that the money would go to employees and keep them off the unemployment line. That's generally what happened. As far as the health of the business itself, this isn't really doing as much." Click here to read the full article.

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Boulay Recognized with Business Resource of the Year Award

After reviewing dozens of applications from across the state, the Minnesota Retailers Association has awarded Boulay the Business Resource of the Year award in the 2020 Minnesota’s Retail Champions program.

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Boulay Welcomes New Transaction Advisory Manager

Boulay recently hired Corey O’Connell as the new Transaction Advisory Manager. He joins Boulay with more than 12 years of professional accounting experience.

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PrimeGlobal Hits Record Size and Coverage - Increasing its Global Footprint

In fiscal year 2019/20 all PrimeGlobal service lines saw continued growth, while PrimeGlobal firm staff grew by 7% to more than 24,000. PrimeGlobal reports a combined annual firm revenue of approximately US$3 billion with a 10% revenue increase. Boulay PLLP is an independent member firm of PrimeGlobal, a worldwide association of independent accounting firms and business advisors.

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Nathan Faith Named Partner at Boulay

Nathan D. Faith, CFP® was recently named a partner at Boulay. Nathan has been providing investment advice for clients as an Investment Advisor Representative of Boulay Financial Advisors, LLC since 2010. He specializes in accumulation, distribution and tax planning, and he assists clients within the realm of financial planning to include investment and money management, estate planning, and risk and debt management. Nathan utilizes tools such as WealthNAVTM to illustrate strategies and simplify concepts for clients to make better short-and long-term decisions, and he prepares and reviews tax returns for many of the firm’s clients.

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Boulay Welcomes New Senior Wealth Manager

Boulay recently hired Michael Shidell as a Senior Wealth Manager. He joins the Boulay Financial Advisors, LLC team and brings with him more than 38 years of taxation and management consulting experience and has provided wealth management services to clients for over 21 years.

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Boulay Welcomes New Risk Advisory Manager

Boulay recently hired Jeffrey Filler as the new Risk Advisory Manager. He joins Boulay with over nine years of combined Big 4 consulting and Fortune 500 internal audit experience.

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Boulay Announces Acquisition of Robert Steffen & Associates

(Eden Prairie, MN, September 30, 2019) – Boulay is pleased to announce the acquisition of the 

Registered Investment Advisor firm Robert Steffen & Associates, effective October 1, 2019.

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