Adam is a Principal in the Tax Department of the Roseville office and specializes in trusts, estates, and gift taxation; and works with closely-held businesses, partnerships, and individuals.
Experience
- Planning and compliance experience in the areas of estate, gift, and fiduciary taxation
- Compliance work with individual, partnership, and corporate tax returns
- Additional experience in individual income tax, fiduciary income tax, estate tax, consolidated corporations, bookkeeping, payroll, and other current taxation issues
- Involved with year-end tax planning for individuals and fiduciaries
Education
Bachelor of Arts in Accounting, Augsburg University, Minneapolis
Affiliations
- American Institute of Certified Public Accountants (AICPA) member
- Minnesota Society of Certified Public Accountants (MNCPA) member
- Twin Cities Estate Planning Council member
Core Specializations
- Trusts, Estates, and Gifts
- Individuals
- Partnerships and LLCs
- Closely-held C Corporations and S Corporations
- Agriculture