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Chris Kline
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Chris Kline
Estate and Trust
Estate Planning at Different Stages of Your Family’s Life
Estate and Trust
When Should You Update Your Estate Plan? Key Triggers to Keep Your Plan Current
Estate and Trust
How Does Your Relationship Status Impact Your Estate Plan?
Estate and Trust
Pitfalls of Online Estate Plans
Estate and Trust
Comparing Wills and Trusts
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