James McAuliffe

Jim is a Principal in the Troy office. He joined Yeo & Yeo on July 1, 2024, with the merger of Berger, Ghersi & LaDuke PLC, serving as a Principal. Jim has over 40 years of deep financial expertise working in both public accounting and private company. He serves a variety of industries, including specialization in real estate, construction, manufacturing, medical, nonprofit, and technology.

Specializations

  • Accounting, tax and financial preparation for businesses and individuals
  • Business advisory, planning and forecasting
  • Risk management
  • Estate and trust taxes

Professional Certifications and Education

  • Certified Public Accountant (CPA)
  • Oakland University, Bachelors in Accounting
  • Walsh College, Master of Science in Taxation

Professional Membership

  • American Institute of CPAs
  • Michigan Association of CPAs
  • Employee Benefit Plan Audit Quality Center

Alan LaDuke is a Principal in the Troy office. He joined Yeo & Yeo on July 1, 2024, with the merger of Berger, Ghersi & LaDuke PLC, where he served as a Partner. Alan has over 42 years of experience in public accounting, serving business and individual clients in real estate, construction, manufacturing, medical, mortgage banking, retail, wholesale, and nonprofit industries.

Specializations

  • Tax and financial preparation for individuals, corporations, partnerships, fiduciaries, trusts and estates, and closely held businesses
  • High net worth individual tax planning and preparation
  • Estate tax audits  
  • Pension and profit sharing
  • Forensic audits

Professional Certifications and Education

  • Certified Public Accountant (CPA)
  • Walsh College, Master of Science in Taxation
  • Michigan State University, Bachelor of Arts – Accounting

Professional Membership

  • American Institute of Certified Public Accountants (AICPA)
  • Michigan Association of Certified Public Accountants (MICPA)
  • MICPA State and Local Tax Force
  • MICPA Peer Review Task Force
  • Employee Benefit Plan Audit Quality Center
  • Government Audit Quality Center

Community Involvement

  • Detroit Athletic Club – Member
  • Upper Long Lake Estates Corporation – President and Treasurer
  • Optimist Club of West Bloomfield – Past President and Treasurer
  • West Bloomfield Chamber of Commerce – Past President and Treasurer
  • West Bloomfield Township Public Library – Past Elected Trustee

Kelly Brown is a Senior Manager in the Saginaw office. She is a member of the firm’s Tax Services Group and she co-leads the State & Local Tax Services Group, specializing in sales tax. She joined Yeo & Yeo in 2016 and has 12 years of public accounting experience.

Specializations

  • Tax planning and preparation services for individuals, partnerships and corporations
  • State & Local Tax (SALT)
  • Multi-state tax
  • Sales tax economic nexus provisions; online sales and sales tax compliance
  • Complex tax topics

Professional Certifications and Education

  • Certified Public Accountant
  • Northwood University, Bachelor of Business Administration in accounting and management
  • Walsh College, Master of Science in Taxation

Professional Membership

  • Michigan Association of Certified Public Accountants
  • American Institute of Certified Public Accountants
  • Michigan Tax Conference Planning Task Force

Publications/Seminars

Community Involvement

  • 4-H volunteer
  • United Way of Bay County, Community Investment Process chairperson (former)
  • Adopt-a-Highway coordinator (former)
  • American Cancer Society – Making Strides of the Great Lakes Bay Region, team leader (former)

Awards

  • Sales Tax Institute – named among five finalists nationwide for the “Sales Tax Nerd award.” The award recognizes professionals who demonstrate a dedicated passion and commitment to learning about indirect tax.