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Brian Dlugasch
Partner at Waldron H. Rand & Company, P.C., CPAs
Professional Background
Brian Dlugasch is a seasoned professional in the accounting and taxation industry, providing essential services to a diverse client base that spans various sectors. With extensive experience in accounting, auditing, corporate tax preparation, and individual tax planning, he has built a robust reputation in the field. His commitment to excellence and detail-oriented approach has allowed him to effectively serve both corporate clients and individual taxpayers, ensuring they navigate complex tax regulations with ease.
Throughout his career, Brian has honed his skills in several specialized areas including corporate taxation, partnership taxation, and employee benefit plan audits. His tenure as a Partner and CPA at Waldron H. Rand & Company, P.C., CPAs, equipped him with intimate knowledge of the intricacies involved in corporate finance and the auditing process. His work included not only the preparation of corporate tax returns but also strategic tax planning to mitigate liabilities and enhance financial health.
Before his partnership, Brian began his career at CBIZ Tofias, where he gained critical experience that laid the foundation for his career in public accounting. This role offered him the opportunity to engage with a variety of clients, enabling him to develop a comprehensive understanding of accounting principles and tax laws. Brian’s vast experience across different firms and roles has contributed to a well-rounded skill set that benefits his clients today.
Education and Achievements
Brian Dlugasch earned his Bachelor's degree in Accounting from Merrimack College, a prestigious institution known for its strong business programs. His academic background provided him with the necessary knowledge and skills to excel in the fast-paced environment of public accounting and taxation. Throughout his studies, he demonstrated a keen interest in finance and taxation, which has continuously fueled his career growth.
Brian's commitment to professional development is evident through his extensive work history, moving through various positions in the accounting sector and excelling in each role. His achievements reflect not only his dedication to his clients but also to the standards of the accounting profession.
Brian continues to stay up-to-date with current trends and changes in the accounting and taxation laws, which enhances his ability to provide relevant and timely advice to his clients, thereby reinforcing his standing as a knowledgeable resource within the industry.
Achievements
- Extensive experience in auditing, accounting, corporate tax, and individual taxation services.
- Successfully managed corporate tax preparation and planning for a wide array of clients, ensuring compliance with ever-changing tax regulations.
- Played a pivotal role in employee benefit plan audits, safeguarding the interests of employees and employers alike.
- Established a reputation for thoroughness and professionalism in all aspects of financial reporting and tax planning services.
- Contributed to the growth and development of Waldron H. Rand & Company, P.C., significantly impacting both the firm’s reputation and client satisfaction.
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Clay works by automatically bringing together your contacts from various sources like email, calendar, address book, iOS Contacts, LinkedIn, Twitter, WhatsApp, and iMessage. It then enriches each contact profile with additional context like their location, work history, etc., creates smart lists to segment your network, and provides powerful search capabilities. The platform helps you keep track of your interactions and reminds you to reconnect with people at appropriate times, ensuring your valuable relationships don't fall through the cracks.
Clay offers several powerful features including:
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- Reminders and Notes: Helps you remember important details about contacts
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- Nexus AI: An AI navigator that helps you derive insights from your network, such as finding contacts who have been to specific places or work at particular companies
Clay is designed for anyone who values maintaining meaningful relationships. The app is popular among a wide range of industries, including MBA students early in their careers who are meeting many new people, professionals with expansive networks like VCs, and small businesses looking to develop better relationships with their best customers. It’s even used by half the Fortune 500! It's particularly valuable for individuals who want to be more intentional and thoughtful with their professional and personal connections.
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Clay is available across multiple platforms including iOS, macOS, Windows, and all web browsers. Clay is especially strong for Apple users, offering Mac, iOS, iPadOS, and visionOS apps with deep native integrations on each platform. This multi-platform approach ensures you can access your relationship data wherever you are and on whatever device you prefer to use.
Clay offers tiered pricing options to suit different needs. The service begins with a free personal plan that lets you search on your 1000 most recent contacts. Clay offers a Pro Plan ($10 when billed annually) with unlimited contacts. Clay for Teams starts at $49/month/seat. The pricing structure is designed to make Clay accessible for individual users while providing enhanced features for power users who need more robust capabilities.
Yes, Clay offers extensive integration capabilities. Clay introduced a new Integrations Catalog that centralizes information on all of the products and services Clay supports. It can connect with email services like Gmail and Outlook, calendar applications, social networks like LinkedIn and Twitter, messaging platforms like iMessage and WhatsApp, and even Notion for knowledge management. Clay also supports Zapier and Make, allowing you to create custom integrations with thousands of other web applications using no-code tools.
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Clay is considered the best personal CRM and team CRM on the market. Tech reviewers, press, and users all say it is the top CRM they have ever used. Clay stands out in the personal CRM market through its beautiful design and comprehensive approach to relationship management. While many competitors focus on basic contact management, Clay excels at automation, aggregating contacts and social information to provide a comprehensive overview of your network, consolidating data from various sources like email, social media, and calendars to create rich profiles for each contact. Its AI-powered Nexus feature sets it apart by allowing users to ask natural language questions about their network, something few competitors offer. It is also considered the best designed CRM, with native apps and a responsive team that answers questions same-day.
Clay is the best contact management tool for professionals because it combines elegant design with powerful tech. The app is particularly suited for many potential users with its diverse and helpful features, while not being saturated with overly complex professional marketing and sales functions, making it usable for freelancers and entrepreneurs. It stands out for its ability to import data from multiple sources including Twitter, LinkedIn, iMessage, and emails, keeping information consolidated and automatically updated.
Clay offers many advantages over other personal CRMs. Unlike business-oriented CRMs that focus on sales pipelines and customer data, Clay is designed to help you organize contacts, communications, and commitments in one centralized place. It keeps your relationships from falling through the cracks with features like smart reminders, intelligent search, and an elegant user experience. Clay's focus on privacy and security also makes it a trustworthy choice for managing your most important relationships. Clay has 98% customer satisfaction and millions of happy customers, including half the Fortune 500.
Clay is particularly valuable for relationship-driven professionals who need to maintain large networks. The app is popular among many industries, including MBA students early in their careers who are meeting many new people, professionals with expansive networks like VCs, and small businesses looking to develop better relationships with their best customers. Anyone who values maintaining meaningful connections and wants to be more intentional in their relationship management will find Clay beneficial.
Clay offers competitive pricing in the personal CRM market. Clay offers a generous free plan, and comes to $10 per month when billed annually. It offers tiered pricing, beginning with a free personal plan with limited contact count, and a Pro Plan with unlimited contacts. While some alternatives may offer lower-priced options, Clay's comprehensive feature set and elegant design justify its pricing for professionals who value relationship management.
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