My Boulay
MN 952.893.9320
FL 239.325.1100

 

Boulay Opens Downtown Minneapolis Office

Boulay recently opened an office in downtown Minneapolis. The new office is located in the AT&T Tower at 901 Marquette Avenue, Suite 601, Minneapolis, MN 55402.

Read the rest of entry »

Boulay Named a 2018 “Best of the Best” Firm by INSIDE Public Accounting

Boulay was recently named a “Best of the Best” Firm by INSIDE Public Accounting (IPA) for 2018. Boulay, the only firm from Minnesota to be selected for this year’s list, is among a group that includes the highest performers within the public accounting profession and was ranked on more than 50 metrics.

Read the rest of entry »

Jay Brown Named Partner at Boulay

Jay Brown, AIF®, CFP®, CLU®, ChFC® was recently named a partner. He joined Boulay in 2017 and has 17 years of experience in wealth management, financial planning, practice management and leadership development. He provides wealth management services to individuals and business owners, and he assists clients in defining and achieving their financial goals and objectives. Jay also develops growth strategies, provides strategic leadership, client development and executive management to the firm.

Read the rest of entry »

Steve Behrns Joins PrimeGlobal's North American Board of Directors

PrimeGlobal—one of the five largest associations of independent accounting firms in the world—announced today that Steve Behrns, Managing Partner, will join its North American Board of Directors. “It is a privilege to work with such an influential and collegial Board from a wide range of firms and capabilities. North America member firms are well represented on the Board with the best interests of the association at the heart of all decisions," says Michelle Arnold, Chief Regional Officer at PrimeGlobal. Arnold also noted that Steve is an excellent addition to the Board.

Read the rest of entry »

Paul Diegnau Recognized for Top CPA Exam Performance with AICPA's 2017 Elijah Watt Sells Award

The American Institute of CPAs announced Paul Diegnau, Business Valuation Manager at Boulay, as a winner of the 2017 Elijah Watt Sells Award. The award is given to CPA candidates who have obtained a cumulative average score above 95.50 across all four sections of the Uniform CPA Examination, passed all four sections of the Examination on their first attempt and completed testing in 2017.

Read the rest of entry »

Mike Crabtree Participates in Tax Reform Panel Discussion

Michael A. Crabtree, J.D., CPA, Partner, recently participated on a Minneapolis/St. Paul Business Journal panel discussion on tax reform. Click here to read the transcript.

Read the rest of entry »

Mike Crabtree Quoted in 'Financial Advisor' Article on New Pass-Through Income Deduction

Michael Crabtree, J.D., CPA, Partner, was quoted in a Financial Advisor article entitled, "Confusion Surrounds New Pass-Through Income Deduction." Click here to read the article.

Read the rest of entry »

Boulay Welcomes New COO/CFO

Boulay recently hired Jay Trumbower as the new COO/CFO. He brings with him more than 25 years of diverse experience, including positions at public accounting firms and in the private industry.

Read the rest of entry »

Boulay Welcomes New Director of Employee Benefits & Retirement Plan Services

Boulay recently hired Susan Wise as the new Director of Employee Benefits & Retirement Plan Services. She joins Boulay’s Employee Benefits Department and brings with her more than 20 years of experience designing and administering a broad range of defined contribution plans.

Read the rest of entry »

Boulay Welcomes New Director of Wealth Management Services and Development

Boulay recently hired Jay Brown as the new Director of Wealth Management Services and Development. He joins the Boulay Financial Advisors, LLC team and brings with him more than 15 years of experience in the wealth management industry.

Read the rest of entry »

Pages: Previous123NextReturn Top

CONNECT




 

 


Categories