Lance is a Principal in the Tax Department of the Eden Prairie office of Olsen Thielen and works primarily with corporations, LLCs, and partnerships, and also provides tax planning for individual shareholders and partners.
Experience
- Business tax compliance and consulting experience with corporations, LLCs, and partnerships, as well as providing tax planning for individual shareholders and partners, including cash flow planning
- Closely-held businesses dealing with entity selection and formation and start-up related tax planning
- Advises in structuring acquisitions, mergers, or sales of businesses
- Business succession planning
- Tax planning for corporate executives including stock option and long-term incentive compensation planning
- Fiduciary income tax, wealth transfer planning, mergers and acquisitions, business restructuring, and state tax matters
- Assistance with IRS and state tax audits
Education
Master of Business Taxation, University of Minnesota Carlson School of Management, Twin Cities
Bachelor of Science in Accounting, St. John’s University, Collegeville
Bachelor of Science in Economics, St. John’s University, Collegeville
Affiliations
- Member of the American Institute of Certified Public Accountants (AICPA)
- Member of the Minnesota Society of Certified Public Accountants (MNCPA)
Core Specializations
- Professional Service Companies
- Real Estate
- Partnerships and LLCs
- High-Income Individuals
- Closely-Held C-corporations and S-corporations