Special thanks for significant contributions to this
paper to:
About CliftonLarsonAllen
Janet Goelz Hoffman, Esq.
Katten Muchin Rosenman LLP
CLA’s 3,600 people are dedicated to helping
businesses, governments, nonprofits, and the
individuals who own and lead them. From offices
coast to coast, our professionals practice in
specific industries to deliver audit, tax, advisory,
and consulting capabilities best aligned with
our clients’ needs. Integrated wealth advisory
services address their personal financial goals,
and our international resources help organizations
successfully enter and compete in all markets,
foreign and domestic. For more information, visit
CLAconnect.com.
Investment advisory services
are offered through CliftonLarsonAllen Wealth
Advisors, LLC.
With thanks to the following executives who have provided
their review of the content above and have indicated their
willingness to be a resource for questions readers may
have regarding their organizations’ experiences.
ACTS Retirement-Life Communities, Inc.
Gerald T. Grant, President and COO
Email: jgrant@actslife.org
American Baptist Homes of the West
Pamela Claassen, CFO
Email: pclaassen@abhow.com
Bluestem Communities
James Krehbiel, President and CEO
Email: JamesK@Bluestemks.org
Kendal Corporation
Sean Kelly, Director, New Business Development
Email: SKelly@kcorp.kendal.org
An independent member of Nexia International
Living Branches
Ed Brubaker, President and CEO
Email: Edward.Brubaker@LivingBraches.org
Loomis Communities, Inc.
David Scruggs, President and CEO
Email: DScruggs@loomiscommunities.org
Prelude Services
Dennis Stufft, President and CEO
Email: dstufft@preludeservices.com
Senior Independence
Richard Boyson, President
Email: rboyson@seniorindependence.org
Symbria
Jill Krueger, President and CEO
Email: jkrueger@symbria.com
Wesley Enhanced Living
Jeff Petty, President and CEO
Email: JPetty@wesleyenhancedliving.org
The information contained herein is general in nature and is not intended, and should not be construed, as legal, accounting, investment or tax advice or opinion
provided by CliftonLarsonAllen LLP (CliftonLarsonAllen) to the reader. The reader also is cautioned that this material may not be applicable to, or suitable for, the
reader’s specific circumstances or needs, and may require consideration of nontax and other tax factors if any action is to be contemplated.
The reader should
contact his or her CliftonLarsonAllen or other tax professional prior to taking any action based upon this information. CliftonLarsonAllen assumes no obligation to
inform the reader of any changes in tax laws or other factors that could affect the information contained herein.
CLAconnect.com/seniorliving
7
30-2534 | ©2014 CliftonLarsonAllen LLP
.