What is the phone number for Boulay in Eden Prairie MN?

You can reach them at: 952-841-3117. It’s best to call Boulay during business hours.

What is the address for Boulay on flying cloud ste in Eden Prairie?

Boulay is located at this address: 7500 Flying Cloud Dr, Ste 800 Eden Prairie, MN 55344.

What are Boulay(Eden Prairie, MN) store hours?

Boulay store hours are as follows: Mon-Fri: 8:00AM - 5:00PM, Sat-Sun: 24 hours.

Boulay on flying cloud ste, Eden Prairie, MN

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Boulay recently sponsored the annual American Council of Engineering Companies of Minnesota (ACEC/MN) Scholarship Golf Tournament on Sept. 14. Joe Bloodgood, Wealth Management Partner, and Kevin Ellis, Tax Partner, participated in the tournament while Kimmie Moehring, Wealth Management Advisor, and Rachel Esker, Wealth Management Associate, managed our booth.

After reviewing dozens of applications from across the state, the MN Retailers Association has awarded Boulay the Business Resource of the Year award in the 2020 Minnesota’s Retail Champions program. Click the link below for the full press release and additional event information. MNRETAIL.ORG Boulay Recognized With Business Resource of the Year Award

Do your tax strategies need a refresh? With individuals and businesses coping with the impact of the COVID-19 pandemic and some new tax laws going into effect, you probably have questions about tax planning this year. To save the most on your 2020 taxes, you need to plan carefully and take advantage of all deductions, credits and other breaks that current tax law allows. This is exactly what our online tax planning guide can help you do. So, visit our website and look through the guide. Then contact us to talk about ways to lighten your tax burden and better achieve your financial objectives. WebTaxGuide | Home Latest tax law news WebTaxGuide | Home Latest tax law news See more at webtaxguide.net

Although it can be difficult to navigate all of the provisions of the CARES Act, an accounting support team can help. Learn about the three main CARES Act provisions that affect small businesses. The CARES Act and Financial Planning | Accounting Clarity Blog Plan for your company’s finances after the CARES Act with Accounting Clarity from Boulay. Learn about the impact of the CARES Act on small business accounting services. The CARES Act and Financial Planning | Accounting Clarity Blog Plan for your company’s finances after the CARES Act with Accounting Clarity from Boulay. Learn about the impact of the CARES Act on small business accounting services. See more at boulaygroup.com

Learn about current estate planning opportunities that can offer significant incentives in our fourth Financial Planning Series video 'Estate Planning Opportunities for 2020.' Email us at learnmore@boulaygroup.com if you'd like to receive email alerts each time a new video is released or to set up a complimentary meeting with a Boulay Financial Advisor.

BOULAY FINANCIAL ADVISORS SPOTLIGHT: Alyssa enjoys hiking, camping, doing house projects, working out, painting, drawing, and music (playing, singing, listening, writing, and going to concerts). She is also an avid reader and is currently reading "I Am the Messenger" by Markus Zusak.

BOULAY FINANCIAL ADVISORS SPOTLIGHT: Rachel says her best advice for young professionals just starting out like herself is to start saving and invest those savings! "Compounding is your best friend early on—a little can multiply quickly." In her free time, she enjoys sports, traveling, hiking, biking, running, baking, reading, and wake surfing. Connect with Rachel at: https://www.boulaygroup.com/Services/Wealth-Management/Team/Rachel-Esker

Just because you can create an online do-it-yourself estate plan, doesn't mean you should. Andrea Thermos, CPA, explains why having the expertise of an attorney is a better approach when creating a will or an estate plan. Pitfalls of Online Estate Plans | Boulay In today’s world, most anything can be obtained online. You find out about most world events almost instantly. You can do everything from buying your groceries to learning how to fix your plumbing. Just because you can find most anything online does not mean Pitfalls of Online Estate Plans | Boulay In today’s world, most anything can be obtained online. You find out about most world events almost instantly. You can do everything from buying your groceries to learning how to fix your plumbing. Just because you can find most anything online does not mean Pitfalls of Online Estate Plans | Boulay In today’s world, most anything can be obtained online. You find out about most world events almost instantly. You can do everything from buying your groceries to learning how to fix your plumbing. Just because you can find most anything online does not mean See more at boulaygroup.com

Learn the ins and outs of the home-buying process—both for young professionals hoping to save for the future and for retirees that need a "right fit" to be comfortable—in our fifth Financial Planning Series video 'Home Ownership: Right-Sizing Within Your Financial Plan.' Email us at learnmore@boulaygroup.com if you'd like to receive email alerts each time a new video is released or to set up a complimentary meeting with a Boulay Financial Advisor.

Even though taxes may not be the hottest topic of the upcoming presidential election, it’s worth your while to learn about each candidate’s tax proposals. Compare and Contrast: How do the Republican and Democratic Tax Plans Differ? | Boulay With the presidential election only weeks away, many people are beginning to pay closer attention to each candidate’s positions on such issues as the COVID-19 pandemic, health care, the environment and taxes. Compare and Contrast: How do the Republican and Democratic Tax Plans Differ? | Boulay With the presidential election only weeks away, many people are beginning to pay closer attention to each candidate’s positions on such issues as the COVID-19 pandemic, health care, the environment and taxes. See more at boulaygroup.com

We are honored to have made a difference for our clients. Congratulations to all of the other "2020 Minnesota's Retail Champions" award recipients! Eden Prairie Chamber of Commerce October 8 at 2:09 PM · Congratulations to two Chamber members for their Minnesota Retail Champions awards! We are grateful for your contributions to the community. Boulay was recognized with the Business Resource of the Year Award. To learn more, visit https://www.mnretail.org/news/item/boulay. Christine Ward with Patina Stores was recognized with the Advocate of the Year Award. To learn more, visit https://www.mnretail.org/news/item/christineward.

Boulay is currently seeking a CPA Tax Senior or Supervisor to join our Naples, FL tax team! Check out the job posting today! Boulay > Careers > Open Positions > CPA Tax Senior or Supervisor At Boulay we inspire remarkable careers focused on building your talents and celebrating your successes. Are you ready to join a firm that can provide you with professional challenges and growth opportunities, yet is not so large that you get lost in a sea of people? If so, take charge of the next s... Boulay > Careers > Open Positions > CPA Tax Senior or Supervisor At Boulay we inspire remarkable careers focused on building your talents and celebrating your successes. Are you ready to join a firm that can provide you with professional challenges and growth opportunities, yet is not so large that you get lost in a sea of people? If so, take charge of the next s... See more at boulaygroup.com

Boulay is seeking a Senior Retirement Plan Analyst to join our Employee Benefits department. Check out the job posting today! Senior Retirement Plan Analyst Passion for success is where it all starts. At Boulay we inspire remarkable careers focused on building your talents and celebrating your successes. We equip you with a professional/work/business environment, helping you grow personally and professionally. Our style fosters honest, down-to-earth, lo... Senior Retirement Plan Analyst Passion for success is where it all starts. At Boulay we inspire remarkable careers focused on building your talents and celebrating your successes. We equip you with a professional/work/business environment, helping you grow personally and professionally. Our style fosters honest, down-to-earth, lo... See more at boulaygroup.com

NEW HIRE SPOTLIGHT: Joe Cornale recently joined Boulay as a Tax Senior. Joe earned his undergraduate degree at the University of Wisconsin – Madison and his MBA at the University of St. Thomas. Joe enjoys spending time with his family, and he has even swam with whale sharks in Hawaii! We are pleased to welcome Joe to the Boulay Team!

Ryan Turbes, CPA, Partner at Boulay, recently spoke on the Amazing Exits podcast for an episode entitled "Why You Need an M&A Accountant to Maximize the Sale of Your Business." Take a listen! AMAZINGEXITS.COM 009: Why You Need an M&A Accountant to Maximize the Sale of Your Business with Ryan Turbes from Boulay Group | Amazing Exits

While the official numbers are not in yet, it is estimated that the economy reinflated by 30-35% in the third quarter. In Boulay Financial Advisors, LLC's Third Quarter 2020 Market Perspective video, Senior Wealth Manager Scott Nelson reviews the numbers for the U.S. economy, stock markets and bond markets during the last three months.

While the official numbers are not in yet, it is estimated that the economy reinflated by 30-35% in the 3rd quarter. Find out more details in our Third Quarter 2020 Market Perspective. Third Quarter 2020 Market Perspective | Boulay While the official numbers are not in yet, it is estimated by that the economy reinflated by 30-35% in the 3rd quarter. Approximately 3.8 million folks returned to work. Amazing figures, but the economy remains down approximately 10% from February. Of the Third Quarter 2020 Market Perspective | Boulay While the official numbers are not in yet, it is estimated by that the economy reinflated by 30-35% in the 3rd quarter. Approximately 3.8 million folks returned to work. Amazing figures, but the economy remains down approximately 10% from February. Of the See more at boulaygroup.com

For small business owners, the payroll tax deferment can be confusing and raise a lot of questions. In this blog post from the payroll help team in Boulay’s Accounting Clarity department, we’ll explain the payroll tax deferment and answer some of your most pressing questions. Understanding the Payroll Tax Deferral and How it Affects Your Business | Accounting Clarity Blog Learn how the recent payroll tax deferral affects your business with help from the small business accounting services team at Boulay’s Accounting Clarity department. Understanding the Payroll Tax Deferral and How it Affects Your Business | Accounting Clarity Blog Learn how the recent payroll tax deferral affects your business with help from the small business accounting services team at Boulay’s Accounting Clarity department. See more at boulaygroup.com

BOULAY FINANCIAL ADVISORS SPOTLIGHT: Jay is passionate about helping clients find their purpose and then guiding them through difficult financial decisions to make it possible. He recommends reading "Give and Take: A Revolutionary Approach to Success" by Adam Grant, and his hobbies include doing home improvement projects, cycling, golfing, and raising chickens with his family. Connect with Jay at: https://www.boulaygroup.com/Services/Wealth-Management/Team/Jay-Brown

🎃 Happy Halloween from Boulay! 👻 Take a look at a few of the first submissions to our Pumpkin Carving Contest! Check back to find out the winner next week!

We're currently seeking an IT Risk Advisory Supervisor to lead multiple SOC 2 audits and perform IT risk assessments and other cybersecurity consulting engagements. Check out the job posting today! https://www.boulaygroup.com/Careers/Open-Positions/IT-Risk-Advisory-Supervisor

Join Ryan Turbes, CPA, Partner at Boulay, and other M&A experts on Nov. 19 for a webinar on important considerations for buying or selling a business. THU, NOV 19 AT 12:00 PM CST Buyers Bootcamp Webinar: Important Considerations for Buying or Selling a Business

THU, NOV 19 AT 12:00 PM CST Buyers Bootcamp Webinar: Important Considerations for Buying or Selling a Business

BOULAY FINANCIAL ADVISORS SPOTLIGHT: Darlene enjoys helping clients with their accounts by being prompt, efficient and willing to explore the best way to accomplish their goals. In her free time, she enjoys genealogy, music, camping, reading and spending time with her family.

Learn about the tax implications as they pertain to retirees seeking healthcare through the Affordable Care Act, in the second part of our next Financial Planning Series video 'The Affordable Care Act (Part 2).' Email us at learnmore@boulaygroup.com if you'd like to receive email alerts each time a new video is released or to set up a complimentary meeting with a Boulay Financial Advisor.

We're currently seeking an experienced Transaction Advisory Analyst and an experienced Valuation Analyst to join the Boulay Transaction Group. Check out the job postings today! Job Opportunities at Boulay PLLP | Accounting | Minneapolis Check out for the job opportunities we offer here at Boulay and send us your resume if you think you qualify and get career advancement. Job Opportunities at Boulay PLLP | Accounting | Minneapolis Check out for the job opportunities we offer here at Boulay and send us your resume if you think you qualify and get career advancement. See more at boulaygroup.com

BOULAY FINANCIAL ADVISORS SPOTLIGHT: Scott believes anyone preparing for retirement should have multiple activities to keep them busy and to know how much money they'll need on a monthly basis. For college graduates, he recommends reading "Barking Up the Wrong Tree: The Surprising Science Behind Why Everything You Know About Success Is (Mostly) Wrong" by Eric Barker. Scott's hobbies include biking, gardening, reading, photography, woodworking and art. Connect with Scott at: https://www.boulaygroup.com/Services/Wealth-Management/Team/Scott-Nelson

Corey J. O'Connell, Business Valuations Manager, will present on 'Business Valuations in the Time of COVID' in a Nov. 20 Hennepin County Bar Association webinar. HCBA Event Factors to consider when valuing U.S. businesses during the pandemic. When was the virus’s impact on value known or knowable? Given the pandemic, are certain valuation approaches or methods preferred? How to handle the impact of PPP loans? HCBA Event Factors to consider when valuing U.S. businesses during the pandemic. When was the virus’s impact on value known or knowable? Given the pandemic, are certain valuation approaches or methods preferred? How to handle the impact of PPP loans? See more at mnbar.org

Questions have arisen as to the proper accounting for PPP loan proceeds under US GAAP, especially as it relates to the fact that while the legal form of a PPP loan is debt, in substance the program works as a government grant. Nathan Miller, Partner, explains the multiple accounting models that may be available depending upon whether the entity expects to comply with the PPP eligibility and loan forgiveness criteria. Accounting for PPP Loan Proceeds | Boulay The Coronavirus Aid, Relief, and Economic Security (CARES) Act created the Paycheck Protection Program (PPP) to provide small businesses with liquidity during the coronavirus pandemic. Accounting for PPP Loan Proceeds | Boulay The Coronavirus Aid, Relief, and Economic Security (CARES) Act created the Paycheck Protection Program (PPP) to provide small businesses with liquidity during the coronavirus pandemic. See more at boulaygroup.com

Here are some more submissions to our Boulay Firm and Family Pumpkin Carving Contest! Check back tomorrow to find out the winners!

Boulay is currently seeking an Audit Manager to join our Quality Review department and a Senior ESOP Plan Analyst to join our Employee Benefits department. Check out the job postings today! Job Opportunities at Boulay PLLP | Accounting | Minneapolis Check out for the job opportunities we offer here at Boulay and send us your resume if you think you qualify and get career advancement. Job Opportunities at Boulay PLLP | Accounting | Minneapolis Check out for the job opportunities we offer here at Boulay and send us your resume if you think you qualify and get career advancement. See more at boulaygroup.com

NEW HIRE SPOTLIGHT: Tyler Strazzo recently joined Boulay as a Tax Associate. Tyler graduated from Southern Utah University this past summer with a degree in accounting. He enjoys seeing new places and spending time with family. Tyler can even speak Spanish! We are pleased to welcome Tyler to the Boulay Team!

BOULAY FINANCIAL ADVISORS SPOTLIGHT: Jon Melander says that investments are just part of preparing for retirement. "You need to take into account lifetime taxes, healthcare costs and a multitude of other things—plus, have a plan to weather the storm before it happens." In his free time, Jon enjoys riding his Harley, golfing and going to Gopher football games. Connect with Jon at: https://www.boulaygroup.com/Services/Wealth-Management/Team/Jon-Melander

See the winners of the Boulay Firm and Family Pumpkin Carving Contest!

Learn about the significant benefits afforded by HSAs and the importance of these accounts when planning for retirement in our next Financial Planning Series video on Health Savings Accounts. Email us at learnmore@boulaygroup.com if you'd like to receive email alerts each time a new video is released or to set up a complimentary meeting with a Boulay Financial Advisor.

Join us Nov. 18 for a "Post-Election Policy Forecast Webinar: Tax Planning and the Biden Administration" WED, NOV 18 AT 11:30 AM CST Post-Election Policy Forecast Webinar: Tax Planning and the Biden Administration

Does the timing of PPP loan forgiveness impact the timing of the nondeductibility of the expenses paid with PPP funds? Michael Crabtree, J.D., CPA, explains the new IRS ruling. IRS Addresses PPP Expense Deductibility and Timing of Forgiveness | Boulay On Wednesday, the IRS issued Revenue Ruling 2020-27, addressing a question that has been on the minds of many PPP loan recipients: whether the timing of PPP loan forgiveness impacts the timing of the nondeductibility of the expenses paid with PPP funds. IRS Addresses PPP Expense Deductibility and Timing of Forgiveness | Boulay On Wednesday, the IRS issued Revenue Ruling 2020-27, addressing a question that has been on the minds of many PPP loan recipients: whether the timing of PPP loan forgiveness impacts the timing of the nondeductibility of the expenses paid with PPP funds. See more at boulaygroup.com

Join us for a Dec. 15 Estate Planning Webinar on Legacy Letters and Post-Death Checklists. Register today! TUE, DEC 15 AT 11:00 AM CST In-Depth Estate Planning Webinar Series (Part 1): Creating Legacy Letters and a Post-Death Checklist for Loved Ones

TUE, DEC 15 AT 11:00 AM CST In-Depth Estate Planning Webinar Series (Part 1): Creating Legacy Letters and a Post-Death Checklist for Loved Ones

What tweaks might be needed to your year-end tax planning now that the presidential election is over? Consider Reevaluating Your Tax Plans Based on the Outcome of the Presidential Election | Boulay Now that Joe Biden has been projected as the winner of the presidential election by major news outlets, you may wonder if your federal taxes will be affected. Consider Reevaluating Your Tax Plans Based on the Outcome of the Presidential Election | Boulay Now that Joe Biden has been projected as the winner of the presidential election by major news outlets, you may wonder if your federal taxes will be affected. See more at boulaygroup.com

BOULAY FINANCIAL ADVISORS SPOTLIGHT: Mike is passionate about wealth management, because the services he provides to his clients can help them achieve their long-term financial goals for their family and loved ones. In his free time, Mike enjoys hunting, being outdoors, traveling with his wife, and spending time with family. Connect with Mike at: https://www.boulaygroup.com/Services/Wealth-Management/Team/Michael-Shidell

Learn about the cost of Medicare in retirement and how developing a plan to manage income prior to reaching Medicare age can save thousands in health insurance premiums. Email us at learnmore@boulaygroup.com if you'd like to receive email alerts each time a new Financial Planning Series video is released or to set up a complimentary meeting with a Boulay Financial Advisor.

Boulay is seeking a Network Administrator to join our IT team! Based in Eden Prairie, this role will be responsible for installing, configuring, and maintaining a secure, efficient computer network and servers, as well as providing second-level support to the Help Desk. Apply today! FILE-US.CLICKDIMENSIONS.COM file-us.clickdimensions.com

NEW HIRE SPOTLIGHT: Shannon Timmerman recently started at Boulay as a Senior Accounting Specialist with our Accounting Advisory Team. In her spare time, Shannon enjoys baking as well as visiting and helping others plan trips to Walt Disney World. Pictured here with her family, they raise chickens as pets. Welcome to the Boulay Team!

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." STARTRIBUNE.COM Small businesses that took PPP aid may face a tax problem

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 year of experience in retirement plan services and consulting. Boulay Welcomes New Senior Retirement Plan Manager | News 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 year of experience in retirement plan services and consulting. Boulay Welcomes New Senior Retirement Plan Manager | News 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 year of experience in retirement plan services and consulting. See more at boulaygroup.com

We are currently seeking an Audit Senior or Supervisor to join our team at Boulay. Check out the job posting today! FILE-US.CLICKDIMENSIONS.COM file-us.clickdimensions.com

Learn about charitable giving as a controllable itemized deduction that can provide significant tax savings in a given year, as well as strategies that control the timing and form of charitable contributions to maximize tax impact. Email us at learnmore@boulaygroup.com if you'd like to receive email alerts each time a new Financial Planning Series video is released or to set up a complimentary meeting with a Boulay Financial Advisor.

Join us for a Jan. 13 Estate Planning Webinar on Providing Guidance for Guardians of Minor Children and Pets. Register today! WED, JAN 13, 2021 AT 11:30 AM CST In-Depth Estate Planning Webinar Series (Part 2): Providing Guidance for Guardians of Minor Children and Pets

WED, JAN 13, 2021 AT 11:30 AM CST In-Depth Estate Planning Webinar Series (Part 2): Providing Guidance for Guardians of Minor Children and Pets

NEW HIRE SPOTLIGHT: Kyle Yarbrough recently started at Boulay as a Tax Associate in our Naples, FL office. He received his undergraduate degree from the University of South Florida and is working towards his MBA. Kyle enjoys fishing, watching college football and spending time with family. Fun fact—Kyle has visited more than 30 college football stadiums. We are pleased to welcome Kyle to the Boulay Team!

On Dec. 21, Congress passed a gigantic bill that included several provisions that impact year-end tax planning. The President is expected to sign the bill into law. Mike Crabtree, CPA, Partner at Boulay, provides some of the highlights of the bill, which will fund the government through next September. Congress Passes Huge Year-end Stimulus Package | Boulay Late in the evening on Monday, December 21st, Congress passed a gigantic bill that included (among many other things) several provisions that impact year-end tax planning. The President is expected to sign the bill into law. Congress Passes Huge Year-end Stimulus Package | Boulay Late in the evening on Monday, December 21st, Congress passed a gigantic bill that included (among many other things) several provisions that impact year-end tax planning. The President is expected to sign the bill into law. See more at boulaygroup.com

Learn about the "Big 5 Retirement Accounts" in order of complexity, as well as the benefits of each when saving for retirement. Email us at learnmore@boulaygroup.com if you'd like to receive email alerts each time a new Financial Planning Series video is released or to set up a complimentary meeting with a Boulay Financial Advisor.

Many of you may be questioning whether to accelerate income into 2020 with the looming Georgia Senate runoff elections on Jan. 5, 2021, and the incoming Biden Administration. In this short video on Accelerating Income - Year-End 2020, Wealth Management Partner Nathan Faith examines both the current and potential tax landscape should tax rates increase in the future.

Season's Greetings! It's been a year unlike any before, but as we look ahead to the future, we hope this holiday season brings you joy!

We recently relocated our Florida office to 2180 Immokalee Road, Suite 308, Naples, FL 34110. Check out the photos of our new space!

President Trump recently signed the coronavirus relief and government funding bill into law. In this short video on the Stimulus Relief Bill, Wealth Management Partner Nathan Faith gives a high-level overview of the $900 billion COVID relief package, including an update on the Paycheck Protection Program, direct payments to individuals, extended and enhanced unemployment benefits, as well as other new benefits.

Corey O'Connell, Business Valuation and Divorce Financial Services Manager, will present as a guest speaker in an Advanced Family Law course at the University of St. Thomas School of Law this January. Corey will speak about working with financial experts and business valuations in a family law context.

We recently relocated our Florida office to 2180 Immokalee Road, Suite 308, Naples, FL 34110. Check out the photos of our new space!

Corey J. O'Connell, Business Valuation and Divorce Financial Services Manager at Boulay, discusses the Income Approach to business valuation and the effects of COVID-19. https://www.boulaygroup.com/Knowledge/Articles/entryid/702/how-does-covid-19-affect-business-valuation-when-using-an-income-approach

NEW HIRE SPOTLIGHT: Meghan Hannon recently joined Boulay as a Senior Retirement Plan Manager with our Wealth Management Team. She relocated from Milwaukee, WI to the Minneapolis area in March. Outside of work, Meghan enjoys traveling, cooking, spending time with family and listening to binge-worthy podcasts. We are pleased to welcome Meghan to the Boulay Team!

The final chapter of 2020 was dominated by the election, jousting over a second stimulus package and the roll out of COVID-19 vaccines. The vaccine news and the anticipation of an eventual return to normal economic activity powered the U.S. Stock Market to new highs. Surprisingly, small cap stocks had the strongest performance in the 4th quarter and ended nearly as strong as larger stocks in 2020. Fourth Quarter 2020 Market Perspective | Boulay The final chapter of 2020 was dominated by the election, jousting over a second stimulus package and the roll out of COVID-19 vaccines. The vaccine news and the anticipation of an eventual return to normal economic activity powered the U.S. Stock Market to Fourth Quarter 2020 Market Perspective | Boulay The final chapter of 2020 was dominated by the election, jousting over a second stimulus package and the roll out of COVID-19 vaccines. The vaccine news and the anticipation of an eventual return to normal economic activity powered the U.S. Stock Market to See more at boulaygroup.com

WED, FEB 3 AT 11:00 AM CST Fixed Income Outlook: What Low Interest Rates Mean For Your Portfolio

Learn how provisions of the new Consolidated Appropriations Act can benefit you and your loved ones. The Consolidated Appropriations Act Brings COVID-19 Relief (and More) to Individuals | Boulay President Trump signed into law billions of dollars in long-awaited COVID-19 and economic relief. The relief package is part of the nearly 5,600-page Consolidated Appropriations Act (CAA), which also contains numerous other tax, payroll and retirement provisions The Consolidated Appropriations Act Brings COVID-19 Relief (and More) to Individuals | Boulay President Trump signed into law billions of dollars in long-awaited COVID-19 and economic relief. The relief package is part of the nearly 5,600-page Consolidated Appropriations Act (CAA), which also contains numerous other tax, payroll and retirement provisions See more at boulaygroup.com

NEW HIRE SPOTLIGHT: Chris Carland recently joined Boulay as a Tax Supervisor in our Naples, FL office. Chris grew up in Maine and was a crew member of his racing team—competing all over New England in a 45’ custom built sailboat. When Chris is not working, he enjoys golfing, traveling, and having a nice meal out with his wife. Welcome to the Boulay Team!

Boulay is currently seeking a Senior Accounting Specialist to join our Accounting Advisory team, which specializes in working with individuals and small businesses. This role is an outsourced position that will perform various bookkeeping and accounting tasks for our clients. Job Opportunities at Boulay PLLP | Accounting | Minneapolis Check out for the job opportunities we offer here at Boulay and send us your resume if you think you qualify and get career advancement. Job Opportunities at Boulay PLLP | Accounting | Minneapolis Check out for the job opportunities we offer here at Boulay and send us your resume if you think you qualify and get career advancement. See more at boulaygroup.com

THU, FEB 11 AT 11:00 AM CST In-Depth Estate Planning Webinar Series (Part 3): Creating a Digital Estate Plan

NEW HIRE SPORTLIGHT: Sam Reinke graduated from the University of Minnesota Twin Cities in December. She attended our Aspire-2-Boulay summer program and joins Boulay as an Audit Intern this busy season. This picture was taken in Sydney, Australia where she climbed to the top of the Sydney Harbor Bridge. We are pleased to welcome Sam to the Boulay Team!

Now that the Presidential election and run-off elections in Georgia have passed, Wealth Management Partners Joe Bloodgood and Nathan Faith provide a detailed breakdown of the tax implications of having a Democrat-led Congress.

Boulay recently hired Kevin McGuinn as the new Audit Manager. He joins us with more than 15 years of professional audit experience. https://www.boulaygroup.com/News-Events/News/entryid/703/boulay-welcomes-new-audit-manager

Boulay is seeking an Estate and Trust Associate to join our team—check out the job posting today! Job Opportunities at Boulay PLLP | Accounting | Minneapolis Check out for the job opportunities we offer here at Boulay and send us your resume if you think you qualify and get career advancement. Job Opportunities at Boulay PLLP | Accounting | Minneapolis Check out for the job opportunities we offer here at Boulay and send us your resume if you think you qualify and get career advancement. See more at boulaygroup.com

At Boulay, we encourage employees to live by the Boulay brand by embodying the “Boulay Eight.” By focusing on these eight values, we ultimately built trust internally and with clients. Over the next several months we will show just how these eight values are transparent in our work. Stay tuned!

In Boulay's Fourth Quarter 2020 Market Perspective video, Senior Wealth Manager Scott Nelson reviews the numbers for the U.S. economy, stock markets and bond markets during the last three months of 2020.

NEW HIRE SPORTLIGHT: Alec Schimmel joins Boulay as an Audit Intern. He will graduate from Concordia College this spring with a degree in accounting. Alec enjoys fishing, boating, snowmobiling and playing sports, and he is a passionate Minnesota Vikings fan! Welcome to the Boulay Team!

Learn about the impact of state residency with a focus on income tax, factors that determine residency, and the potential implications that a change in state of residency can have in retirement. Email us at learnmore@boulaygroup.com if you'd like to receive email alerts each time a new Financial Planning Series video is released or to set up a complimentary meeting with a Boulay Financial Advisor.

Elizabeth Meyer, CPA, MAcc, Estate & Trust Associate, provides insight on why it's important to have an estate plan, especially during uncertain times, such as the COVID-19 Pandemic. Estate and Trust Planning for Uncertain Times | Boulay The events of the past year have proven that things can happen unexpectedly. We have seen uncertainty related to COVID-19, the economy, and tax policies, to name a few– and it is increasingly important to have estate and trust strategies in place, as the future Estate and Trust Planning for Uncertain Times | Boulay The events of the past year have proven that things can happen unexpectedly. We have seen uncertainty related to COVID-19, the economy, and tax policies, to name a few– and it is increasingly important to have estate and trust strategies in place, as the future See more at boulaygroup.com

THU, FEB 25 AT 11:30 AM CST Webinar: Adapting Your Business to Changing Times

NEW HIRE SPORTLIGHT: Rose Osendorf recently joined our Employee Benefits Department as a Senior Retirement Plan Analyst. She has more than 20 years of experience in the retirement planning field and enjoys working from home. In her free time, she enjoys quilting and spending time with family or at their Arizona home. We are pleased to welcome Rose to the Boulay Team!

Reference this tax calendar to learn 2021 deadlines of various tax-related forms and payments. 2021 Tax Calendar | Boulay To help you make sure you don’t miss any important 2021 deadlines, we’ve provided this summary of when various tax-related forms, payments and other actions are due. Please review the calendar and let us know if you have any questions about the deadlines or 2021 Tax Calendar | Boulay To help you make sure you don’t miss any important 2021 deadlines, we’ve provided this summary of when various tax-related forms, payments and other actions are due. Please review the calendar and let us know if you have any questions about the deadlines or See more at boulaygroup.com

This month the Boulay Eight focus is PROACTIVE. We define proactive as “preparing for future opportunities or problems.” Throughout the month, employees will share how being proactive helps them accomplish their work.

Learn about three elements of home ownership that you can possibly save money on—the interest on your mortgage, private mortgage insurance, and utilities with the use of solar panels. Email us at learnmore@boulaygroup.com if you'd like to receive email alerts each time a new Financial Planning Series video is released or to set up a complimentary meeting with a Boulay Financial Advisor.

Boulay is seeking a Wealth Manager to join our team and assist with portfolio management, financial planning processes, client relationship management, and tax planning. This role is responsible for managing existing client relationships, formulating and implementing advice, and will begin to develop new client relationships. Check out the job posting today! Job Opportunities at Boulay PLLP | Accounting | Minneapolis Check out for the job opportunities we offer here at Boulay and send us your resume if you think you qualify and get career advancement. Job Opportunities at Boulay PLLP | Accounting | Minneapolis Check out for the job opportunities we offer here at Boulay and send us your resume if you think you qualify and get career advancement. See more at boulaygroup.com

NEW HIRE SPOTLIGHT: Joe Gregor joins Boulay as an Audit Intern. He will be a senior next fall at the University of Wisconsin-River Falls. In his free time, he enjoys going on road trips and visiting MLB stadiums. Pictured here is Joe on his recent trip driving the pacific coast highway in California. We are pleased to welcome Joe to the Boulay Team!

THU, FEB 25 AT 11:30 AM CST Webinar: Adapting Your Business to Changing Times

NEW HIRE SPOTLIGHT: Rose Osendorf recently joined our Employee Benefits Department as a Senior Retirement Plan Analyst. She has more than 20 years of experience in the retirement planning field and enjoys working from home. In her free time, she enjoys quilting and spending time with family or at their Arizona home. We are pleased to welcome Rose to the Boulay Team!

Boulay is seeking an Outsourced Bookkeeper / Accountant to join our team! Check out the job posting today. Career opportunities - boulaygroup.com Ask a question Search: HARDWORKING. ENTREPRENEURIAL. BRIGHT. Successful people in our firm want to grow, help others learn and offer quality services to our clients. In turn, we provide opportunities for career advancement, on-going education, mentoring and lasting friendships. We look for bright an... Career opportunities - boulaygroup.com Ask a question Search: HARDWORKING. ENTREPRENEURIAL. BRIGHT. Successful people in our firm want to grow, help others learn and offer quality services to our clients. In turn, we provide opportunities for career advancement, on-going education, mentoring and lasting friendships. We look for bright an... See more at boulaygroup.com

Find out how the new stimulus act allows qualifying employers to participate in both PPP and the Employee Retention Credit. BOULAYGROUP.COM Employee Retention Credit Changes Make It Available to More Employers - boulaygroup.com

“I think PROACTIVE means anticipating what your client needs before they know they need it. It is looking ahead and planning to offer a service that they may not intuitively think about as they are not in the accounting business. I believe that by being proactive we increase our value to our clients as they know we have their best interest in mind and are consciously thinking of ways to make their jobs easier, less stressful, and smoother.” - Amy Stark, Accounting Specialist

NEW HIRE SPOTLIGHT: Katelyn Weide joins Boulay as an Audit Intern. She is a senior at Gustavus Adolphus College and attended our Boulay Bound and Aspire-2-Boulay summer programs. When Katelyn is not working, she enjoys baking, fishing, boating, or attending concerts. She is pictured here with her cat Kali, whom she adopted last year. Welcome to the Boulay Team!

“To me, being PROACTIVE means intentionally choosing what I put my time and energy into as well as how I respond to things. At work this can include taking initiative on starting projects, communicating early and often with clients and my team, and also asking questions when I don't understand. Being proactive allows me to address and solve problems more efficiently. It also allows me to adapt to unexpected changes, such as working remotely. When managing multiple deadlines, being proactive allows me to prioritize tasks, communicate expectations and when I need help, and also choose my attitude.” - Dylan Wavra, CPA, Senior Audit Associate

As you work toward saving for retirement, maximizing your social security income stream may be crucial to achieving your financial goals. However, the rules for claiming social security are complex, and often, many do not claim the maximum amount they are entitled to. In this 6-minute video, Wealth Management Advisor Haley LaRue, CFP® discusses several factors that should be considered regarding Social Security.

NEW HIRE SPOTLIGHT: Natalie Hall recently joined Boulay as an Audit Associate. She graduated from Metropolitan State University this past December with a degree in accounting. She enjoys reading, hiking, and spending time with friends and family. We are pleased to welcome Natalie to the Boulay Team!

"I feel being PROACTIVE at work benefits myself and our clients. I try to prioritize my workload when managing deadlines and always get back to clients within 24 hours. If I’m unable to help the client I find someone within the firm to assist them.” - Dawn Otto, Administrative Assistant

In light of COVID-19 and its negative financial impact on businesses within certain industries, it is important to understand the potential impact that debt covenants can have on financial reporting. BOULAYGROUP.COM Debt Covenants and Potential Impact on Debt Classification - boulaygroup.com

Learn how to convert a Traditional IRA into a Roth IRA and the benefits of implementing this conversion within the next few years to save on your overall taxes. Email us at learnmore@boulaygroup.com if you'd like to receive email alerts each time a new Financial Planning Series video is released or to set up a complimentary meeting with a Boulay Financial Advisor.

NEW HIRE SPOTLIGHT: Ashley Beckman joins Boulay as an Accounting Advisory Intern. She graduated from Gustavus Adolphus College this past December with a degree in Public Accounting. In her spare time, she enjoys the outdoors, Sudoku puzzles, sports, and concerts. Pictured on the left, is Ashley attending a concert with her favorite concert buddy, Katelyn Weide. We are pleased to welcome Ashley to the Boulay Team!

“To me, being PROACTIVE showcases one’s enthusiasm for their work and career. Preparing in advance for a meeting—whether internal or with a client—enables richer conversation because both parties have a level of knowledge on the topic at hand. More in-depth questions can be asked and more detailed answers result. Ultimately, being proactive is a key part in putting forth one’s best work.” - Rachel Esker, Wealth Management Associate

As a proud sponsor of the National Center for Employee Ownership (NCEO) 2021 Employee Ownership Conference, we are excited to share a glimpse of what to expect at this year's event, including a showcase of the intuitive digital platform. To register for this event, visit annualconference.nceo.org/register.php VIMEO.COM What to Expect at the NCEO 2021 Conference

NEW HIRE SPOTLIGHT: Abigail Landis joins Boulay as a Tax Intern. She attends St. Cloud State University while serving as a sergeant in the Army National Guard. In her free time, she enjoys being active at the gym or outside. Abigail is from Pennsylvania but has lived in Minnesota for four years. Welcome to the Boulay Team!

NEW HIRE SPOTLIGHT: Spencer Mace returns to Boulay as a Tax Intern in our Naples, FL office. He recently completed his undergraduate degree at Florida Gulf Coast University and is currently working towards his Master’s. Spencer enjoys spending time with family, playing cards, completing puzzles, and watching basketball. Pictured here is Spencer with his wife, Brandy, and their dog, Talia. Welcome back, Spencer!

This month the Boulay Eight focus is ETHICAL. We define ethical as “doing the right thing.” Throughout the month, employees will share how being ethical is pertinent to their work.

We are pleased to welcome Lenny Newman, Boulay's new Director of Business Development! BOULAYGROUP.COM Boulay Welcomes New Director of Business Development - boulaygroup.com

NEW HIRE SPOTLIGHT: Samantha Fitzpatrick returns to Boulay as a Tax Intern in our Naples, FL office. Samantha is a senior at Florida Gulf Coast University and plans to graduate in December. She loves to travel and is a big fan of Disney and Universal Studios. Pictured here is Samantha and her boyfriend visiting the Space Needle in Seattle. Welcome back, Samantha!

Don't miss Boulay's Corey J. O'Connell, Divorce Financial Services Practice Leader, at this year's Minnesota CLE Family Law Institute. Corey will be co-presenting a presentation titled, "Don't Leave Money on the Table: How to Analyze a Settlement like a Financial Expert" with Michelle Klisanich - Birch Cove Group and Courtney Schneider of Huston & Schneider PLLC. For additional information or to register for this event, please visit the event page: https://www.minncle.org/seminar/1032482101

“Being ETHICAL means making good decisions. I work hard to obtain the best tax and financial results possible for Boulay clients and that requires making ethical decisions and recommendations that we can both stand behind. Revenue agents and other outsiders often examine tax returns and financials but performing work ethically helps our clients and our firm rise to those challenges.” - Brian Olsen, Tax Senior Manager

Learn how to build an accumulation plan and the hierarchy of tax-preference savings vehicles for high-income earners. Email us at learnmore@boulaygroup.com if you'd like to receive email alerts each time a new Financial Planning Series video is released or to set up a complimentary meeting with a Boulay Financial Advisor.

Matthew Crane, Partner, was recently a panel member for a discussion held by Minneapolis-St Paul Business Journal on mergers and acquisitions. Follow the link below for a transcript of the panel and to read additional expert insights on this topic. BIZJOURNALS.COM Table of Experts: Mergers & Acquisitions - Minneapolis / St. Paul Business Journal

The latest COVID-19-related stimulus bill, the American Rescue Plan Act, has now passed. How can you benefit? BOULAYGROUP.COM The American Rescue Plan Act has passed: What’s in it for you? - boulaygroup.com

In Dec. 2020, the FASB issued proposed accounting standard updates related to the measurement of deferred revenue in a business combination and a private company accounting alternative for evaluating goodwill triggering events. Both proposed standards could have a significant impact on the financial statements of entities that have goodwill and/or have an acquisition accounted for as a business combination. BOULAYGROUP.COM Summary of Recent FASB Proposed Accounting Standard Updates - boulaygroup.com

NEW HIRE SPOTLIGHT: Christy Klein was with Boulay last year during tax season and recently returned as a full-time Administrative Assistant. Christy’s experiences include owning a business and being an administrative assistant for a local non-profit. In her spare time, she enjoys hiking, biking, boating, paddle boarding and watching football. Welcome back, Christy!

"Decision-making that is grounded in ETHICAL choices fosters relationships in which open communication is encouraged. When we actively listen to those around us and keep their best interests in mind, we can build a strong foundation of trust. Trust is an integral part of creating a positive and productive workplace in which both colleagues and clients can flourish.” -Emily Blackburn, J.D., CPA, Estate & Trust Senior Manager

We are pleased to welcome Lenny Newman, Boulay's new Director of Business Development! BOULAYGROUP.COM Boulay Welcomes New Director of Business Development - boulaygroup.com

NEW HIRE SPOTLIGHT: Michelle Murphy recently joined Boulay as an Audit Associate. She enjoys cooking, hiking the North Shore, and visiting breweries in Minnesota. Pictured here is Michelle with her roommate’s dog, River, at Jay Cooke State Park. We are pleased to welcome Michelle to the Boulay Team!

Due to the pandemic and an unprecedented backlog of tax returns waiting to be processed, the IRS has postponed the federal tax filing deadline to May 17, 2021. BOULAYGROUP.COM Extended tax filing deadline provides relief to individual taxpayers and the IRS - boulaygroup.com

Manufacturers, distributors and retailers should know how to properly push the sales tax liability of drop shipments to their consumers, but because each state has their own sales tax rules on drop shipping, it can be confusing and may require the help of a state and local tax expert. BOULAYGROUP.COM Drop Shipping and Sales Tax - boulaygroup.com

The IRS has moved the federal individual income tax filing deadline about one month later, to Monday, May 17. The later date also applies to payments due for 2020 individual income taxes. Estimated tax payment due dates for 2021 have not been changed. Minnesota has not yet announced whether it will move its due date to correspond to the federal change. BOULAYGROUP.COM Individual Tax Filing Deadline Extended - boulaygroup.com

Wealth Management Partner Nathan Faith takes a look at the $1.9 trillion American Rescue Plan Act with respect to imminent measures such as the outbound stimulus checks to additional unemployment benefits and tax credits expanded for 2021.

Boulay is now seeking a Payroll & Accounting Specialist to join our Internal Accounting team. This individual is responsible for collaborating with Human Resources and accurately processing multi-state semi-monthly payroll. In addition to managing various payroll components, this individual supports general accounting processes such as entering accounts payable invoices, preparing weekly vendor payments, and/or some bank reconciliations. Apply today! https://www.boulaygroup.com/careers/payroll-accounting-specialist/

We are currently seeking a Billings and Collections Specialist to join our Internal Accounting team. This position will require collaboration with accounting team members, Partners, and clients to process invoices and assist with billing. This individual will have frequent and direct contact with clients to assist in processing and posting payments. Apply today! https://www.boulaygroup.com/careers/billings-collections-specialist/

Last week we hosted our first Brunch with Boulay event! The session, entitled "Women in Wealth Management" was hosted by members of the Wealth Management Team and our Campus Recruiter. During the session speakers shared information about career options, success skills, the future of the industry and advice for students. Be sure to stay tuned for more information about our next segment in the Brunch with Boulay series.

We are seeking an Operations and Compliance Manager to join our Wealth Management team. This role is responsible for managing daily and strategic compliance and operations. Working with individuals within the department and cross-departmentally, this person will manage important human, technology, and financial inputs to create efficiencies and ensure compliance. Apply today! https://www.boulaygroup.com/careers/wealth-management-operations-compliance-manager/

Boulay is now seeking an Audit Senior or Supervisor. If you have at least three years of audit experience and are wondering if it is time to make a change, consider applying. https://www.boulaygroup.com/careers/audit-senior-supervisor/

We are currently seeking an Assistant Controller to join our Internal Accounting team. Apply today! https://www.boulaygroup.com/careers/assistant-controller/

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