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Cheri Queener
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Cheri Queener
Estate and Trust
Estate Income Tax Returns: Fiscal Year or Calendar Year
Estate and Trust
What is a Disclaimer and Why Use One in Estate Planning?
Estate and Trust
How and When Beneficiaries are Taxed from a Trust or an Estate
Estate and Trust
Inherited IRAs and Required Minimum Distributions (RMDs)
Estate and Trust
Understanding Qualified Terminable Interest Property (QTIP) Trusts
Estate and Trust
Basics of the Generation-Skipping Transfer (GST) Tax
ASSURANCE
Audit
Public Company (SEC)
Lease Accounting
CONSULTING
Accounting Advisory
Business Succession
Employer Retirement Plans
RetireNAV(k) | Pooled Employer Plan
ESOP
ESOP Feasibility Study
ESOP Plan Design
ESOP Administration
ESOP Repurchase Obligation
Outsourced Bookkeeping
Retirement Plan Administration
Risk Advisory
SOC Reporting
Microsoft SSPA Attestations
ISO 27001 Compliance
Transaction Advisory
Business Valuation
TAX
Business Tax Advisory
Individual Tax Preparation and Planning
Estate and Trust
State and Local Tax (SALT) Services
WEALTH
Meet the Team
Services
Business Succession
Estate and Trust
Legacy Planning
Investment Management
Tax Preparation and Planning
Retirement Planning
Personal Financial Planning
Employer Retirement Plans
RetireNAV(k) | Pooled Employer Plan (PEP)
Resources
INDUSTRY
Construction
Manufacturing
Non-Profit
Professional Services
Real Estate
Renewable Energy
Retail
Search Fund
Software-As-A-Service
Wholesale
RESOURCES
Articles
Events
News
Videos
Podcasts
Calculators
Government Resources
ABOUT BOULAY
Careers
Open Positions
Experienced Hires
Entry-Level and Intern Opportunities
Culture and Inclusion
Contact Us
Office Locations
FIND AN ADVISOR
CLIENT PAYMENT
LOGIN