Yeo & Yeo Promotes Kristi Krafft-Bellsky

April 8, 2016 by Yeo & Yeo

Yeo & Yeo is pleased to announce that Kristi Krafft-Bellsky, CPA, has been promoted to Director of Quality Control.

Krafft-Bellsky is responsible for internal quality control throughout Yeo & Yeo’s nine offices. She oversees the development and implementation of policies and processes to comply with professional standards and regulatory requirements. She also assists in the standardization of work papers and financial statements across the firm to ensure technical compliance and efficient processes. Krafft-Bellsky, with the assistance of the Yeo & Yeo Quality Assurance Committee, will oversee the peer review process and conduct the internal inspections of...

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Yeo & Yeo Recognized Among West Michigan’s 101 Best and Brightest Companies to Work For

March 23, 2016 by Yeo & Yeo

Yeo & Yeo CPAs & Business Consultants, a leading Michigan accounting firm, has been named one of West Michigan’s 101 Best and Brightest Companies to Work For by the Michigan Business & Professional Association for the twelfth consecutive year.

The annual competition is a program of the Michigan Business & Professional Association (MBPA) and identifies organizations that display a commitment to exceptional human resources practices and employee enrichment. Organizations are assessed based on categories such as communication, employee engagement and retention, education and development, compensation and benefits, diversity, work-life balance, community initiatives and more. This year, 452...

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Cara Newby Joins Yeo & Yeo as Talent Manager

March 8, 2016 by Yeo & Yeo

Yeo & Yeo CPAs & Business Consultants welcomes Cara Newby. She joins Yeo & Yeo as the firm’s Talent Manager.

Cara will develop and execute strategic talent management initiatives to recruit the best candidates, engage and retain current employees, and help drive a high-performance culture in the multi-office firm.From college recruiting, screening talent and onboarding new hires, to assisting in the firm-wide evaluation process, managing the mentor program and actively participating in the firm’s Career Advocacy Team, Cara will play a critical role in helping to hire and retain the best people.

“The expertise and...

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​Reduce taxes on your investments with these year-end strategies

December 4, 2015 by Yeo & Yeo

While tax consequences should never drive investment decisions, it’s critical that they be considered — especially by higher-income taxpayers, who may be facing the 39.6% short-term capital gains rate, the 20% long-term capital gains rate and the 3.8% net investment income tax (NIIT).

Holding on to an investment until you’ve owned it more than one year so the gains qualify for long-term treatment may help substantially cut tax on any gain. Here are some other tax-saving strategies:

  • Use unrealized losses to absorb gains.
  • Avoid wash...

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2015 Year-end Tax Planning Checklist

October 20, 2015 by Yeo & Yeo

As we wind down the 2015 tax year, year-end tax planning will be especially challenging. Congress has yet to act on a host of tax breaks that expired at the end of 2014. Some of these tax breaks may be retroactively reinstated and extended, but Congress may not decide the fate of these tax breaks until the very end of this year or possibly not until next year.

Yeo & Yeo’s Year-end Tax Planning Checklist provides action items that may help you save tax dollars if you act before year-end. Yeo & Yeo’s tax professionals can help narrow down the specific actions that you can take and tailor a tax plan for your current situation...

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IRS Launches IRS2Go Version 5.2 Mobile App

October 13, 2015 by Yeo & Yeo

The IRS has released an official app to better serve smartphone users.

IRS2Go allows users a mobile-friendly way to:

  • Check the status of their tax refund
  • Make payments
  • Stay connected with the IRS on Twitter, Tumblr and YouTube
  • Sign up for helpful tax tips
  • Find local IRS Volunteer Income Tax Assistance (VITA) locations
  • Find local Tax Counseling for...

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