Partners

Our partners and principal are recognized thought leaders in the nonprofit community. Their expertise, commitment, and values set the tone for the firm.

You can also learn about our firm leadership and senior managers.

 

Emily D. Toler

Partner
Employee Benefit Plan Services Director


505.50.CAPIN ext. 1107
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. 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 over 60 benefit plan audits and related filings. Emily also is a member of the AICPA Employee Benefit Plans Audit Quality Center Executive Committee.

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