HomeTeam MemberGerilyn Berens

Gerilyn Berens

Gerilyn joined Boulay in 2005 and was named partner in 2024. She is involved in multiple aspects of Federal and state tax compliance in a variety of industries, including real estate, professional services, manufacturing, and closely-held businesses. She assists businesses and individuals in tax planning strategies designed to minimize their income tax liability, and she researches tax issues and makes recommendations based on the findings. Gerilyn also performs accounting services for closely-held businesses and their owners, provides assistance in correspondence with taxing authorities, and develops skills of tax staff.

INVOLVEMENT

  • American Institute of Certified Public Accountants
  • Minnesota Society of Certified Public Accountants

PUBLISHED ARTICLES, SPEAKING ENGAGEMENTS AND PRESENTATIONS

  • “Should You Prepay Your Property Taxes?”
  • “Comparing Tax-Free Exchanges under IRC Sections 1031 and 1033”

EDUCATION

  • University of Wisconsin – Eau Claire—B.B.A. Accounting, B.B.A. Operations/Materials Management
  • Certified Public Accountant (CPA)

PERSONAL INTERESTS

  • Spending time with her family
  • Walking the regional trails with her two golden retrievers
  • Going to sporting events
  • Relaxing at her family cabin

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LOCATIONS

CONTACT

COMPANY

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.