Partners and Principal

Emily D. Toler

Partner
Employee Benefit Plan Services Director

Areas of Service

Employee benefit plans
Audit and accounting

Background

Emily serves as a partner in the Indianapolis office and as the firm’s Employee Benefit Plan Services Director. Prior to joining the firm in 2009, she worked with a Big Four accounting firm for nine years. Emily has 20 years of experience providing audit and tax services for employee benefit plans, with a primary focus on 403(b) plans. She currently oversees approximately 70 benefit plan audits and related filings, providing up-to-date guidance and expertise to clients and engagement teams nationwide. She collaborates with partners and associates to plan objectives and determine an audit strategy in order to successfully deliver value to clients.

Civic/Professional Involvement

American Institute of Certified Public Accountants, member
AICPA Employee Benefit Plans Audit Quality Center Executive Committee, member

Certifications and Licenses

Certified Public Accountant (CPA) – Indiana, New York
AICPA Intermediate Employee Benefit Plans Audit Certificate
AICPA Not-for-Profit Certificate

Speaking and Other Service

Emily attends the AICPA National Employee Benefit Plans Conference every year, and develops training for both internal and external audiences. She also volunteers with Girl Scouts of Central Indiana, and is a Gold Award recipient.

Education

B.S., Indiana University