Partners and Associates

Partners and Associates

A hybrid team of accountants, advisors, and consultants whose collective experience and diverse backgrounds ignite ideas, reconfigure approaches, and recommend strategies and innovative solutions for our clients.

Moncur_ Audra
Rockford

4949 Harrison Ave., Suite 300
Rockford, IL
61125-0407

Tel: 815.484.5603
Email: amoncur@wipfli.com

Areas of Focus

  • Valuations of closely held businesses in all industries
  • Business valuations for purposes of gifting, estate tax and planning, divorce, Small Business Administration (SBA) loans, shareholder transfers, buyouts and disputes, and management planning
  • Valuations of family limited partnerships and limited liability companies
  • Financial analysis relative to due diligence and other transaction support
  • Business succession planning
  • Estate tax planning
  • Tax preparation for individuals, businesses, trusts, and estates

Education

Brigham Young University
  • Bachelor degree in accounting

Audra M. Moncur, CPA, ABV

Senior Manager

As a senior manager on Wipfli’s valuation, litigation, and transaction support team, Audra Moncur works with clients and attorneys to provide business appraisal services for the purposes of litigation support, buying or selling businesses, divorce, and estate planning or gifting. In addition, she performs due diligence analysis for mergers and acquisitions. Audra has extensive experience in preparing tax returns for individuals, trusts, and businesses.  She also assists individuals with estate tax planning and filing of appropriate trust and estate tax returns.

Certifications
  • Certified Public Accountant
  • Accredited in Business Valuation
Professional Memberships and Activities
  • American Institute of Certified Public Accountants (AICPA) - Member
  • Illinois CPA Society (ICPAS) - Member
  • Community Foundation of Northern Illinois Professional Advisors Council - Member
  • Rockford Network of Professional Women - Member