Andrew Matuzak

Andrew Matuzak leads Yeo & Yeo Wealth Management, the firm’s financial planning entity. He is a member of the firm’s Tax Services Group and the Trust/Estate/Gift Tax Services Group, and co-leader of the Death Care Services Group. Combining the accounting experience of Yeo & Yeo and the wealth management experience of Avantax Planning Partners^SM, Andrew works hand-in-hand with clients to connect tax strategy to financial planning goals. He joined Yeo & Yeo in 2011 and is based in the firm’s Saginaw office.

Specializations

• Financial planning for individuals
• Retirement planning for businesses
• Individual and business taxation and tax planning
• High-net-worth individual taxation
• Trust and estate administration
• Trust, gift and estate taxation
• Michigan Prepaid Funeral and Cemetery Sales Act Annual Report and Cemetery Annual Report compliance

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Professional Certifications and Education

• Investment Advisor Representative
• Series 7 and Series 63 Security Licenses
• Certified Public Accountant
• Personal Financial Specialist (PFS)
• Saginaw Valley State University – Bachelor of Professional Accountancy
• Dale Carnegie graduate

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Professional Membership

• American Institute of CPAs
• Michigan Association of CPAs
• Michigan Funeral Directors Association
• Michigan Cemetery Association
• Great Lakes Bay Estate Planning Council

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Publications/Seminars

• Developed and conducted in-house training on individual tax preparation, tax updates, estate tax and trusts
• SECURE Act 2.0 – Impacts on Trusts as Beneficiaries of IRAs and Other Qualified Plans, February 2023
• 5 Tax Planning Tips For Retirees, October 2021
• Podcast: The Tax Impact of Receiving an Inheritance, December 2020
• Podcast: The Benefits of Trusts, December 2020
• Tax Implications of Working From Home and Collecting Unemployment, September 2020
• Podcast: The SECURE Act ad Extenders Bill, February 2020
• Reasons Why Married Couples Might Want to File Separate Tax Returns, February 2020
• New Rules Will Soon Require Employers to Annually Disclose Retirement Income to Employees, February 2020
• SECURE Act Helps Businesses Make Their Employees’ Retirement Secure, January 2020
• Using Nongrantor Trusts as an Effective Tax Planning Tool After the TCJA, 2019, Tax Advisor

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Community Involvement

• Leadership Saginaw County graduate, June 2023
• Rotary International District 6310 Finance Committee
• Rotary Club of Saginaw Valley, Past Treasurer and Past President
• Thomas Township Business Association, Treasurer
• SVSU Advisory Board Committee
• Saginaw Valley Young Professionals Network
• Friends of Theodore Roethke Foundation, Volunteer

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Awards

• 2026 RUBY Award
• President’s Club Award from Avantax recognizing outstanding client service and a high level of ethics, integrity and leadership (2024)