Allen Kaufmann, CPA

 

Partner

Al is a Partner and Secretary at SilverOak Wealth Management LLC. He is also a Partner/Member of BDO USA, LLP. Al has over 35 years of experiece providing sound business, tax and financial services to entrepreneurs and their businesses. His primary areas of expertise are Accounting and Auditing Services, Internal Controls, Strategic Planning Facilitation, Mergers and Acquisitions, and Contract Negotiation and Transactional Consulting.

Education

  • University of Minnesota - B.S.B. Accounting with High Distinction

  • Certificate of Educational Achievement in Business Valuation Services

  • NASD Series 66 License

Professional Affiliations

  • Member, American Institute of Certified Public Accountants

  • Member, Minnesota Society of Certified Public Accountants

  • Member, Vistage International

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