Our Boulay Financial Advisors team headed to Staring Lake Park in Eden Prairie yesterday for an afternoon picnic and lawn games! We always enjoy and appreciate when we can spend quality time with our colleagues outside of the office!
About us
We help our clients reach business and personal goals with sound advice and strategic accounting, tax, business planning and wealth management services. Boulay works with closely-held businesses, public companies and individuals who are, or who aspire to be financially successful. Our focus is to help you protect your business, build your wealth and secure your future by partnering with you and integrating our depth of experience in accounting, tax and other financial services designed to “help you get there.” Investment Advisory Services offered through Boulay Financial Advisors, LLC a SEC Registered Investment Advisor. Certain Third Party Money Management offered through ValMark Advisers, Inc. a SEC Registered Investment Advisor. Securities offered through ValMark Securities, Inc. Member FINRA, SIPC 130 Springside Drive, Suite 300 Akron Ohio 44333-2431* 1-800-765-5201 Boulay PLLP and Boulay Financial Advisors, LLC are separate entities from ValMark Securities, Inc. and ValMark Advisers, Inc. Prime Global is not affiliated with ValMark Securities, Inc. and ValMark Advisers, Inc. Third party posts do not reflect the views of ValMark Securities, Boulay PLLP or Boulay Financial Advisors, LLC, and have not been approved prior to posting.
- Website
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http://www.BoulayGroup.com
External link for Boulay
- Industry
- Accounting
- Company size
- 201-500 employees
- Headquarters
- Eden Prairie, Minnesota
- Type
- Partnership
- Founded
- 1934
- Specialties
- Assurance, Tax, Employee Benefits, Accounting Advisory, Consulting, Business Valuation, Mergers and Acquisition, SEC, Estate and Trust, ESOP, Wealth Management, Business Succession, SOC 2, Technology Risk Advisory, and Transaction Advisory
Locations
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Primary
11095 Viking Dr
Suite 500
Eden Prairie, Minnesota 55344, US
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2180 Immokalee Rd.
Suite 308
Naples, Florida 34110, US
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901 Marquette Avenue
#601
Minneapolis, MN 55402, US
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124 E Walnut St
Suite 310
Mankato, Minnesota 56001, US
Employees at Boulay
Updates
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Minnesota’s family law landscape has changed recently, with new spousal maintenance laws taking effect on August 1. In this article, Corey J. O'Connell, CPA/ABV, ASA and Sarah Peterson, J.D., explain the key changes and their impact for this important aspect of divorce.
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The Bank of Japan recently announced they will raise interest rates for the first time since 2007, which sent shock waves throughout both international and domestic markets as traders digested the news. The Bank of Japan has raised rates from 0-.1% to “around” .25%. The Japanese stock market (Nikkei 225) declined by almost 20% at the start of this week but has made a strong recovery since the unexpected volatility.
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NEW HIRE SPOTLIGHT: Jenna Tekavec recently joined Boulay as a Private Client Services Associate. She received her bachelor’s and master’s degrees from Minnesota State University, Mankato. In her spare time, she likes hiking, baking and playing games. We are excited to welcome Jenna to the Boulay Team!
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As you work to improve your organization’s security posture, you’re likely to have questions. In this new series, Boulay’s Risk Advisory Team answers frequently asked questions (FAQs) about SOC 2 reports, ISO 27001 certifications, and other security compliance frameworks. Today’s article, written by Jeffrey Filler, CPA, CISSP, CISA, Boulay’s Risk Advisory Practice Leader, answers the question: How do I know if I am working with a reputable SOC 2 audit firm?
Security Compliance FAQs: How do I know if I am working with a reputable SOC 2 audit firm? - boulaygroup.com
https://boulaygroup.com
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Boulay is proud to announce that Dana Bormann, CPA was recently promoted to Chief Learning and Development Officer. Congratulations, Dana!
Dana Bormann Named Chief Learning and Development Officer at Boulay - boulaygroup.com
https://boulaygroup.com
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Today, the U.S. Bureau of Labor Statistics released unemployment data for July, which rose to 4.3% (from 4.1% in June). Nonfarm payrolls increased by 114,000, which was revised down last month from 179,000. The Federal Reserve uses unemployment data as a key factor in determining interest rates, and it has maintained higher interest rates in lieu of slowing down the economy to combat inflation.
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Navigating the complexities of adding cryptocurrency to an employer 401(k) plan requires caution and thorough education. The associated challenges and risks can be difficult for plan sponsors to anticipate and manage independently. In this article, Meghan Marie Hannon, CPFA®, CRPS®, Partner, explains important details to consider and research prior to including cryptocurrency in your plan’s offerings.
The Realities of Offering Cryptocurrency in Employer 401(k) Plans - boulaygroup.com
https://boulaygroup.com