Kevin is a member of AAFCPAs’ specialized Employee Benefit Plan Audit & Consulting Practice with expertise in the Department of Labor’s stringent rules and regulations for reporting and disclosure under the Employee Retirement Income Security Act of 1974 (ERISA). He serves as the in-charge for employee benefit plan audits and advises plan sponsors on ERISA compliance requirements, including those associated with administering 401(k), 403(b), Defined Benefit, and Health & Welfare Plans.
Kevin ensures the assurance process is efficient, minimally disruptive, and provides valuable learnings to improve operations and reduce risks. He proactively communicates with the plan sponsor, custodians, and any third-party administrators to allow for adequate notice to aggregate requested documents, and he collaborates as appropriate with AAFCPAs’ audit and tax teams to ensure there are no duplications of requests. He provides close monitoring of status and completion and ensures that client expectations are met, and deliverables are provided on their agreed upon dates and meeting filing deadlines.
Kevin is currently earning his CPA credential and successfully passed all four parts of the CPA exam. He is also a performance manager, providing new accountants at the firm with leadership and coaching as they travel along their professional journey. He proactively helps with goal setting and provides continuous feedback.
Education
Professional and Civic Associations
Articles by KEVIN
New 1099 reporting thresholds are in effect for 2026. Businesses should understand what has changed and review vendor records, W-9 information, and payment activity before...
In her latest column in The Bay, Carmen Grinkis, PhD, CLTC, CLU®, CFP®, Co-Managing Partner & Wealth Advisor at AAF Wealth Management, explores the surprising...
What we choose to keep, change, or leave behind can reveal a great deal about our priorities. Carmen Grinkis considers how the clarity that follows...
