Last week, we celebrated our Summer 2024 Intern class on a Lady of the Lake boat cruise! It was a beautiful afternoon on Lake Minnetonka, spent socializing and celebrating the hard work of our interns. We’re proud of our Audit, Tax, Risk Advisory and Wealth Management interns and their contributions and accomplishments this summer. Thank you for all that you do!
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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The world’s largest tech companies recently took a dive as concerns about tighter U.S. restrictions on computer chip sales to China spurred. The computer chip industry is a major leader that has led to the bull market in stocks. American powerhouses like Nivida (NVDA), Advanced Micro Devices (AMD), and Broadcom (AVGO) have taken the biggest beating this week; and the NASDAQ, which heavily tracks technology stocks, is down nearly 3% this week.
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Boulay's real estate tax team recently met for brunch at The Lynhall in Edina! #CareerFitForYourLife
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What an exciting milestone! Women's Search Network empowers women in the Entrepreneurship Through Acquisition (ETA) community. We're grateful to be a part of it!
Women's Search Network is thrilled to announce a significant milestone in our journey to support and empower women in the ETA space! Our revamped website is now LIVE, featuring a host of new features designed to foster connections within our community. Join us in celebrating this exciting development and let's continue to empower each other on this incredible journey! A special shout out to our sponsors who make this possible Oberle Risk Strategies, Plexus Capital, LLC, Parkside Financial Bank & Trust, and Boulay! Thank you for your partnership. #WSN #ETA #womeninsearch #WomensSearchNetwork https://lnkd.in/gpty_y7B
Home
womenssearchnetwork.com
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Congratulations to Meghan Marie Hannon, CPFA®, CRPS®, Partner and Head of Retirement Plan Consulting, on earning her CPFA® certification! The CPFA® designation is awarded to those who demonstrate the knowledge and commitment to provide exceptional fiduciary guidance and support. Well done, Meghan!
Meghan Hannon Earns NAPA Certified Plan Fiduciary Advisor Credential - boulaygroup.com
https://boulaygroup.com
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Connect with Maria Ploen, Talent Acquisition Specialist, to learn how Boulay offers a #CareerFitForYourLife!
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Yesterday, the U.S. Bureau of Labor Statistics released inflation data for June 2024—showcasing a 3.0% year-over-year increase, which is a decline from 3.3% in May. Inflation remains above policymakers’ long-term target of 2%, however. Gasoline also played a large role in June’s inflation pullback as prices fell 3.8% in June relative to May.
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Boulay’s Tax Team had a great time at Smash Park for their department outing recently! After some round-robin play, teams were randomly assigned to create tough competition in both the bean bags and pickleball tournaments. Kevin Ellis and Taylor McAlpine took 1st place in bags, after a close match with Scott Johnson, CPA and Danielle Murray, CPA. Meanwhile, Brittany Johnson, Kyle Rouse, CPA, Ali Laska, CPA and Deontae Thorn, CPA were the pickleball champs!
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Boulay recently hired Daniel Cameron, CPA as a new Tax Partner. He joins Boulay with nearly 20 years of professional accounting experience.
Boulay Welcomes New Tax Partner - boulaygroup.com
https://boulaygroup.com