Karli Olsen

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Karli Olsen, CPA is a proactive leader in tax and accounting advisory to create efficiencies, profitability, and optimized tax structure for businesses.

Recent Insights

Aggregated Transactions

Clarity for Marking the Aggregated vs. Multiple Transactions Box

By K·Coe Editorial | July 17, 2019
Reading Time: < 1 minuteBy Heather Campbell, CIA While we are told to “aggregate” transactions on a Currency Transaction Report (CTR), that does not mean we are to mark the aggregated transactions box.  The “multiple transactions” box (Part I Box 3) is marked any time there are multiple cash-in or cash-out transactions of any …

Read moreClarity for Marking the Aggregated vs. Multiple Transactions Box

Updates to ACH Rules

Updates to ACH Rules

By K·Coe Editorial | July 15, 2019
Reading Time: 2 minutesBy Rhonda Broekemeier In the world of payment processing the rules are in constant evolution. Are you aware of the recent changes that impact financial institutions? NACHA has new rules and amendments in 2019 your bank must know to remain ACH compliant.   Effective Jan. 1, 2019:   Automated Clearing …

Read moreUpdates to ACH Rules

Executing Sustainability: What, Why, and How It's Done

Executing Sustainability: What, Why, and How It’s Done

By K·Coe Editorial | July 11, 2019
Reading Time: 2 minutesWhat is the sustainability meaning for food and ag companies? It is highly impressionable and easily altered, as it is essentially how consumers view our industry. Consumers today want to understand how food and ag products are grown, raised, and produced, and they want information that goes all the way …

Read moreExecuting Sustainability: What, Why, and How It’s Done

How Data is Helping Growers Prepare for Negative Impacts

How Data is Helping Growers Prepare for Negative Impacts

By K·Coe Editorial | July 9, 2019
Reading Time: 2 minutesWhile big agriculture businesses have been using geospatial data to their advantage for a while now, we’re only starting to see the tools to use this data go mainstream among growers.  There are robust choices now, and it’s wise to use an independent platform that doesn’t sell or use farm …

Read moreHow Data is Helping Growers Prepare for Negative Impacts

Protective Strategies

Animal Ag Advisory: How to Manage your Risk, Protect your Livestock

By K·Coe Editorial | June 28, 2019
Reading Time: 3 minutesThe appearance of yet another undercover video showing employee abuse on a dairy farm has shaken and angered consumers and retailers across the nation. As information continues to emerge, the fall out continues to impact the dairy industry. The reaction is not over yet and its final affects remain to …

Read moreAnimal Ag Advisory: How to Manage your Risk, Protect your Livestock

Why Family Farm Transitions Fail

Why Family Farm Transitions Fail

By K·Coe Editorial | June 24, 2019
Reading Time: 3 minutesWith most farmers or ranchers spending an average of 50 years or more on their farms – where land is both a lifestyle and legacy – it’s a wonder why so many of these family farm transitions (over 80%) fail to plan for the next generation of business and ownership.  …

Read moreWhy Family Farm Transitions Fail

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