Employers: If your organization must discipline an employee, it’s important to have a thorough documentation process. You want to not only fix the problem, but also help protect yourself. https://hubs.li/Q02KP5Bn0
Yeo & Yeo CPAs & Advisors
Accounting
Saginaw, MI 3,394 followers
Business Success Partners
Über uns
Wherever possibility needs a path. Through our family of companies, we work with you to achieve your unique goals. We wake up each day excited about helping you focus on what you do best. We walk beside you, navigating challenges and opportunities. We won’t overwhelm — but we always strive to over-deliver. Investment advisory services are offered through Avantax Planning PartnersSM. Commission-based securities products are offered through Avantax Investment ServicesSM, Member FINRA (www.finra.org), SIPC (www.sipc.org). Insurance services offered through licensed agents of Avantax Planning Partners. 3200 Olympus Blvd., Suite 100, Dallas, TX 75019. The Avantax entities are independent of and unrelated to Yeo and Yeo. Although Avantax does not provide or supervise tax or accounting services, our Financial Professionals may offer these services through their independent outside business. Not all Financial Professionals are licensed to offer all products or services. Financial planning and investment advisory services require separate licenses. Please visit https://www.avantax.com/social_policy/ for more information.
- Website
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http://www.yeoandyeo.com
External link for Yeo & Yeo CPAs & Advisors
- Industrie
- Accounting
- Größe des Unternehmens
- 201-500 Mitarbeiter
- Hauptsitz
- Saginaw, MI
- Typ
- In Privatbesitz
- Gegründet
- 1923
- Spezialitäten
- Accounting, Audit & Assurance, Outsourced Accounting, Payroll Solutions, Business & Individual Tax Planning, State & Local Tax Planning, Business Consulting, Business Valuation & Litigation Support, Fraud & Forensics, and Interim Staffing
Standorte
Employees at Yeo & Yeo CPAs & Advisors
Aktualisierungen
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The Supreme Court ruling in Connelly v. United States reshapes the landscape for closely held businesses by including life insurance proceeds in estate tax calculations. This decision overturns previous norms, significantly impacting the structuring of buy-sell agreements and succession planning. Visit Yeo & Yeo’s blog to understand the implications and actionable steps your business can take to navigate these changes effectively. https://hubs.li/Q02MxNkl0
Supreme Court Ruling in Connelly v. United States
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Here are three practical tips to manage your company’s working capital more efficiently. https://hubs.li/Q02LH4cd0
Take Charge of Working Capital Management
https://www.yeoandyeo.com
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Celebrating work anniversaries this month! Jacob and Brandon, we are grateful for your dedication. Thank you for all you do! 🌟🎈 #WorkAnniversary
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If you want to build adaptability into your estate plan, consider granting a power of appointment. https://hubs.li/Q02KBJJx0
A Power of Appointment Can Provide Estate Planning Flexibility
https://www.yeoandyeo.com
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Want more timely financial data? Consider using “flash reports” to get a simplified snapshot of key financial metrics on a daily or weekly basis. https://hubs.li/Q02KbYPL0
Review Real-time Data with Flash Reports
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🎉 Congratulations on 30 years, Becky! As the Managing Principal in our Flint office, Rebecca has been a cornerstone of Yeo & Yeo since 1994. Her expertise in tax and business consulting has been a tremendous asset, guiding clients through taxation, financial reporting, business consulting, and strategic planning. Becky heads the Estate & Trust Group and plays a crucial role in the Tax Services Group. She also serves as Treasurer for the Flint Rotary Club. Thank you for your commitment and enthusiasm, Becky! 🌟#MilestoneAnniversary #30Years
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Our Lansing staff, along with a few others, enjoyed a fantastic morning at Potter Park Zoo! 🦊🐾 Through our Yeo & Yeo Foundation donation, we had the privilege of sponsoring an animal, and this year we chose the Red Panda! 🌟 We even had the chance to learn more about these amazing creatures directly from the zookeeper. We're proud to show our support to Potter Park Zoo! #YeoFoundation #TeamOuting
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When developing your business’s website, how do you handle the expenses for tax purposes? Here are the basic rules. https://hubs.li/Q02JdSSb0
Business Website Expenses: How They’re Handled for Tax Purposes
https://www.yeoandyeo.com
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Corp! Magazine selected Bill Stec as a recipient of the Most Valuable Professional Award. Bill serves as our Manager of Recruitment & Campus Relations. 🏆 Bill’s passion for recruiting and talent development is unmatched. He has played a pivotal role in enhancing Yeo & Yeo’s recruiting strategies, making the firm a desirable destination for top talent. Join us in congratulating Bill on this well-deserved recognition! 🎉👏 https://hubs.li/Q02LHlP80
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