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Angie Whiteside Eau Claire

4890 Owen Ayres Court
Eau Claire, WI 54701

Tel:

715.858.6664


Email: awhiteside@wipfli.com

Angie Whiteside, CPA

Senior Manager

Angie Whiteside is a senior manager in Wipfli LLP’s employee benefits services practice. Angie works primarily in the administration and consultation of 401(k) plans, profit sharing plans, money purchase pension plans, employee stock ownership plans, 403(b) plans, and cafeteria plans. She was instrumental in the development of the daily valuation trading system at Wipfli. In addition, Angie continues to improve the efficiency of the trading system through the automation of several key processes.

Certifications

  • Certified Public Accountant

Professional Memberships and Activities

  • American Institute of Certified Public Accountants (AICPA) - Member
  • Wisconsin Institute of Certified Public Accountants (WICPA) - Member
  • United Way Emerging Leaders of Eau Claire - Member

Areas of Focus

  • Plan record keeping
  • Trust accounting
  • Consultation
  • Plan compliance auditing
  • IRS and DOL compliance services 
  • Report preparation
  • Plan document and amendment preparation
  • Daily valuations
  • Employee meetings and communication

Education

University of Wisconsin-Eau Claire
  • Bachelor of business administration degree with a comprehensive accounting major

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