HomeTeam MemberErin Basney

Erin Basney

Erin joined Boulay in 1998 and was named partner in 2024. As a leader on Boulay’s private equity and search fund tax team, she provides tax consulting, planning and compliance services to entities taxed as corporations and partnerships. Erin assists businesses with tax planning strategies designed to minimize income tax liability, and she leads special projects requiring investigative and analytical skills to determine the best financial and tax outcomes for clients. Erin specializes in Federal and state tax compliance for partnerships, limited liability companies and S Corporations. She researches complex tax issues and presents strategies to clients, and represents clients before the Internal Revenue Service or state taxing authorities.

CLIENT FOCUS

INVOLVEMENT

  • American Institute of Certified Public Accountants
  • Minnesota Society of Certified Public Accountants
  • Emerge—Boulay’s upper-level leadership development program

EDUCATION

  • Minnesota State University – Mankato—B.A. Accounting
  • Certified Public Accountant (CPA)

PERSONAL INTERESTS

  • Spending time with her family, including two German Shepherds
  • Involvement in her sons’ youth hockey and soccer programs
  • Volunteering as the treasurer for a non-profit organization
  • Enjoying the lake

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RESOURCES

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. Registered Representatives of Valmark Securities, Inc. are located at the Minneapolis/Eden Prairie office(s). See Valmark’s Form CRS.

Boulay PLLP and Boulay Financial Advisors, LLC are separate entities from Valmark Securities, Inc. and Valmark Advisers, Inc. FINRA | SEC | SIPC | ©2021-2024 Boulay | All rights reserved.