Ben Miller

Bradley T. Knowles

CPA

Senior Associate

Phone: 608.793.3080
Email Me

About Bradley

Brad Knowles provides tax and audit services to a variety of clients that include commercial entities, individuals, nonprofit organizations, and employee benefit plans. He is a Certified Public Accountant and graduated from the University of Wisconsin-Steven’s point with two Bachelor degrees

Areas of Focus

Employee Benefit Plan Audit

Private School Audit

Financial Statement Compilation & Review

Commercial Tax Preparation

Education

Bachelor of Science, Accounting, University of Wisconsin – Stevens Point

Bachelor of Science, Finance, Insurance, & Real Estate, University of Wisconsin – Stevens Point

Professional Affiliations

American Institute of Certified Public Accountants

Wisconsin Institute of Certified Public Accountants

Community Organizations

Leadership Marshfield

Marshfield Young Professionals

Ignite Young Professionals of Portage County

Recent Posts by Bradley

Who Is Considered A Fiduciary Under Erisa The Role And Impact Of An Employee Retirement Plan Fiduciary

Who is Considered a Fiduciary Under ERISA? The Role and Impact of an Employee Retirement Plan Fiduciary

Even though it has a direct impact on the lives of the majority of Americans, relatively few of us are
service provider agreements

A Plan Sponsor’s Guide to Reviewing Service Provider Agreements

Employee benefit plans play a significant role in attracting and retaining top talent in organizations. To ensure the smooth and
charged with governance

Communications With Those Charged With Governance

The audit is complete, the audit report says the financial statements “present fairly”, so that’s that. You don’t have to
Fiduciary Duty as a Plan Sponsor

What is Your Fiduciary Duty as a Plan Sponsor?

As a plan sponsor, you have a fiduciary duty to the participants in your plan. These responsibilities are outlined in
TPA

Considering a Change to Your TPA? Here’s What You Need to Know.

There are many reasons why a plan sponsor may want to change its third-party administrator (TPA). Perhaps the fees are