Audra M. Moncur, Partner, Wipfli Advisory LLC

Audra M. Moncur, CPA, ABV

Partner, Wipfli Advisory LLC

Location
Rockford, IL
Contact
+1 815 484 5603
Email
amoncur@wipfli.com
Talk To Audra

Audra Moncur leads Wipfli’s valuation services group in Illinois and 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. 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.

  • 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

  • Certified Public Accountant
  • Accredited in Business Valuation

  • American Institute of Certified Public Accountants (AICPA) - Member
  • Illinois CPA Society (ICPAS) - Member
  • American Society of Appraisers (ASA) - Member
  • Rockford Local Development Corporation (RLDC) - Board member (2019 to present)

Brigham Young University
  • Bachelor degree in accounting

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