Business Services

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Leadership: Gary Pittsford, CFP ® | Chief Executive Officer

Business Development Contact:Amy Hayes | Communications Manager 

EmailThis email address is being protected from spambots. You need JavaScript enabled to view it. Phone: 317-849-9559 | Website: www.castle3.com

Headquarters9820 Westpoint Drive, Suite 200, Indianapolis, IN 46256-3363

Social Media 

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Who We Are

Castle Wealth Advisors is a fee-only financial advisory firm that designs and implements financial strategies for closely-held business owners to achieve their goals and protect their business and family assets.

What We Do

 castle-wealth-advisors-logo-500 87885castle-wealth-advisors-logo-500 87885

Leadership: Gary Pittsford, CFP ® | Chief Executive Officer

Business Development Contact:Amy Hayes | Communications Manager 

EmailThis email address is being protected from spambots. You need JavaScript enabled to view it. Phone: 317-849-9559 | Website: www.castle3.com

Headquarters9820 Westpoint Drive, Suite 200, Indianapolis, IN 46256-3363

Social Media 

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Who We Are

Castle Wealth Advisors is a fee-only financial advisory firm that designs and implements financial strategies for closely-held business owners to achieve their goals and protect their business and family assets.

What We Do

  • Develop succession or transition plans for family business owners
  • Valuations for family business owners for reasons including gifting stock to family members, selling the company to non-family members, divorce, probate and retirement planning
  • Develop retirement income strategies that are important for the owners and family
  • Review and design estate documents to minimize estate taxes and protect closely-held family business assets
  • Develop long-term strategies to help protect and manage family wealth over many generations








 

Leadership: Greg Stump | Partner

Email: Phone: (502) 420-4478 | Website: www.crowehorwath.com

Headquarters3815 River Crossing Parkway, Suite 300, Indianapolis, IN, 46240-7767

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Who We Are

Crowe Horwath LLP is one of the largest public accounting, consulting, and technology firms in the United States. With offices coast to coast and 3,000 personnel, Crowe is recognized by many organizations as one of the country's best places to work. Crowe serves clients worldwide as an independent member of Crowe Horwath International, one of the largest global accounting networks in the world..

What We Do

With more than four decades of F&C industry experience, Crowe Horwath LLP is dedicated to providing services specifically designed for organizations focused on F&C production; processing; wholesale, distribution, and logistics; and retail sales and service. Crowe brings value to F&C organizations through audit, tax, advisory, risk, and performance services.






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Leadership: Dave Swanson | Cooperative Law Practice Group Chair

Business Development Contact:Jayne E. Wilgus | 
Senior Marketing Events/Practice Group Coordinator

Email: This email address is being protected from spambots. You need JavaScript enabled to view it. Phone: (612) 343-8272 | Website: www.dorsey.com

Headquarters50 South Sixth Street, Suite 1500, Minneapolis, MN, 55402-1498

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Who We Are

Dorsey's Cooperative Law practice group is committed to the philosophy of working as a team with clients in order to meet the overall strategic objectives of the client's organization.  We believe it is imperative for our team to understand the client's industry, long-term strategic objectives and implementation strategies.  With the team's understanding of industries that affect cooperatives, and the depth of resources and expertise in the legal aspects of transactions, markets and regulation, our cooperative group is uniquely positioned to effectively handle the legal needs of cooperative organizations, whether large or small.

What We Do

The Cooperative Law practice group consists of lawyers experienced in solving both simple and complex problems for cooperatives. Our lawyers counsel start-up organizations as well as large, regional and national cooperatives in such diverse industries as agriculture, energy and utilities, housing, professional services and healthcare.  We also represent other agriculture-related organizations such as commodity promotion groups, cooperative banks and cooperative trade associations.  The Cooperative Law practice group is a recognized national leader in the field of agribusiness and cooperative law, with more than 35 years of experience.


Our lawyers have widespread experience from such areas as project development and finance, mergers and acquisitions, real estate, labor, employment and employee benefits, environmental, land use and permits, securities, international and trade regulations, construction contracts, intellectual property and licensing, FERC and other regulatory matters, plus areas unique to cooperatives, including formation and organization, voting rights and governance issues, anti-trust/Capper Volstead Act and tax issues.  The group brings together lawyers from the firm’s nationwide network of offices, each of which offers a unique set of capabilities delivered in a coordinated fashion.






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Leadership: Kimberly A. Fantaci | Executive Director 

Business Development Contact:
Jeff Roberts | Association Executive 


Email: This email address is being protected from spambots. You need JavaScript enabled to view it.|Phone: :(937) 222-6707|Websitewww.nsac.coop

Headquarters:136 South Keowee St., Dayton, OH, 45402

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Who We Are

NSAC is comprised of professionals actively involved with the financial management of cooperatives. NSAC strives to provide accounting, tax and business education uniquely tailored to cooperatives while supporting cooperatives in business interests, and offering networking and professional development opportunities.

What We Do

NSAC provides a variety of training sessions, publications, networking and research tools to enhance the professional competence of its members and improve the level of service they can offer cooperatives








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Leadership: Glenn Miller | Partner

Business Development Contact #1Bruce Mayer, CPA, MBA | Partner

Email:This email address is being protected from spambots. You need JavaScript enabled to view it.Phone: (608) 442-1939

Business Development Contact #2: Pete Oettinger, CPA | Partner 

Email: 
:This email address is being protected from spambots. You need JavaScript enabled to view it.Phone: (608) 355-7721

Website
:www.wegnercpas.com 

Headquarters:2110 Luann Lane, Madison, WI 53713

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Who We Are

At Wegner CPAs we understand that cooperatives are a unique type of organization that requires specialized professional services.  Accountants without these distinctive skills lack the understanding to provide high-quality services to cooperative businesses. The Wegner CPAs cooperative group has over 65 years of combined knowledge and experience working in the cooperative sector. Our services are led by nationally recognized experts in the cooperative field.  We currently work with over 60 cooperative groups all across the country including food, purchasing, housing, pharmacy, and worker co-ops.

What We Do

  • Assurance on the financial statements to the board of directors from outside professionals with knowledge of the industry.
  • Assurance to the co-op members that the organization’s finances are being handled properly.
  • Assurance on the financial statements to external creditors or investors.
  • Recommendations on improvements in internal controls.
  • Tax returns prepared by accountants familiar with the nuances of cooperative income tax rules

TWITTER FEED

Sat Dec 16 02:00:04 +0000 2017

One village in #BurkinaFaso is setting the standing for community #health and #Communityleddev @USAIDhttps://t.co/mW9bBvOLB2
Fri Dec 15 22:45:11 +0000 2017

When communities work together - big change happens: https://t.co/OYCgF0OIWe https://t.co/wFoSd8V6Up
Thu Dec 14 21:35:24 +0000 2017

RT @coopnews: International Volunteer Day includes a look at the role of US #coops in development @NCBACLUSA @LandOLakesID https://t.co/Mvi…

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CONTACT US

This email address is being protected from spambots. You need JavaScript enabled to view it.

202.638.6222

1775 Eye Street NW
8th Floor
Washington, DC 20006