HomeTeam MemberKevin Ellis

Kevin Ellis

Kevin joined Boulay in 2004, became a partner in 2017, and now leads the firm’s Tax department. He focuses on providing sound tax advice and consulting for wholly owned businesses and their owners. Kevin assists businesses and individuals in tax planning strategies designed to minimize their income tax liability, and he leads special projects requiring investigative and analytical skills with the purpose of determining the best financial and tax outcomes for clients. Kevin specializes in Federal and multi-state tax compliance for C and S corporations, and he has experience in Federal and multi-state tax compliance for ESOP entities, as well as in Federal and state tax compliance for individuals, partnerships and limited liability companies. Kevin also has knowledge and experience in international tax issues, including U.S. compliance and various research initiatives, and he researches complex tax issues and presents strategies to clients.

SPECIALTY

INVOLVEMENT

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

EDUCATION

  • University of Wisconsin – Eau Claire — B.S. Accounting and Finance, With Honors
  • Certified Public Accountant (CPA)
  • Emerging Leaders Academy — Completed three-year program

PERSONAL INTERESTS

  • Golfing
  • Running
  • Spending time with his family

 

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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.