We are pleased to present below all posts archived in 'June 2016'. If you still can't find what you are looking for, try using the search box.
Boulay PLLP announced today a new service, entitled Accounting Clarity™, which provides outsourced accounting services for small businesses and entrepreneurs seeking an affordable solution to their accounting needs, ranging from day-to-day tasks such as invoicing to more complex operations like developing financial strategies.
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Jon Melander, AIF®, CFP®, CIMA®, was recently named a partner with Boulay. Melander has been with Boulay for a little over a year and practices in the Wealth Management department. With more than 19 years of experience in wealth management, he provides financial planning for families and individuals in all stages of life, and implements retirement distribution planning to help minimize tax liabilities. He also advises businesses owners, trustees and other interested parties regarding their fiduciary obligations.
Molly Sebold, CPA, CFP®, MBA, was recently named a partner with Boulay. Sebold has been with Boulay for 12 years and is in the Wealth Management department. She is responsible for providing wealth management and tax services to individuals and businesses. She is recognized for her passionate pursuit of creative financial planning strategies that help her clients reach their financial goals. Sebold has specific expertise in the areas of social security and retirement planning.