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Principal - Kalamazoo
carpat@yeoandyeo.com
Carol A. Patridge is the leader of the firm's Construction Services team and a member of the Estate Planning team. Carol joined Yeo & Yeo in January 1988. She was elected Principal of the firm in 2000.
Expertise:
Construction Industry
Governmental Units
Not-for-profit Organizations
Estate and Tax Planning and Preparation for individuals and corporations
Certifications:
Certificate in Estate Planning from the MACPA Surgent and Associates
Professional Memberships:
American Institute of CPAs
Battle Creek Association of Home Builders
Builders Exchange – past treasurer
Construction Industry CPAs/Consultants Association
Greater Kalamazoo Home Builders Association
Michigan Association of CPAs
National Association of Women in Construction - Treasurer
Southwest Chapter of Michigan Association of CPAs – past President
Southwest Michigan Association of Home Builders
Toastmasters International - Strictly Speaking Club Treasurer
Seminars:
Conducted seminars on retirement and estate planning, year-end tax filing requirements, tax updates and small business filing requirements
Presentation at MACPA Governmental Accounting & Auditing Conference: Audits of School Districts - May 17, 2007
Presentations at Southwest Michigan School Business Officials' conferences - "GASB 54," March 2010; "Nuts and Bolts of Agency Funds," March 2009
Community Involvement:
Kalamazoo Nature Center - Investment Committee
Past Troop Leader with the Singing Sands Girl Scout Council
Mattawan Grad Bash 2008 - committee member
Mattawan Lacrosse - committee member
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