|
Estate and Financial Planning includes making arrangements for education, retirement, support of your survivors, investment of your assets and continuation of a closely held business. These plans will provide for your lifetime needs, as well as those of your descendants and dependents. A solid estate plan can reduce your beneficiaries’ tax burden. Creating and updating an estate plan requires the professional services of a CPA and an attorney. Yeo & Yeo professionals will help you with tax saving and financial planning strategies.
Employee Benefit Plan Audit Quality Center
Yeo & Yeo, P.C. has joined the American Institute of Certified Public Accountants’ (AICPA) Employee Benefit Plan Audit Quality Center for CPA firms. The new Center is a national community of CPA firms that demonstrate a commitment to employee benefit plan audit quality and raise awareness about the importance of employee benefit plan audits. The Center provides members with best practices, guidelines, and tools CPAs need to perform quality benefit plan audits and better serve their clients.
Members of the Center demonstrate their commitment by voluntarily agreeing to adhere to Center membership requirements, including designating a partner responsible for the employee benefit plan audit practice, establishing firm-wide training and quality control programs, performing annual internal inspection procedures, and making the firm’s peer review report findings publicly available.
Financial Calculators
Yeo & Yeo’s website offers easy-to-use, online calculators. Financial calculators help you calculate future IRA values, car payments, lease payments, renting a home vs. buying, how much to save for college and more. Click here for access to our financial calculators.
Services
Resources
Expertise
|
