David Jewell

David Jewell is the Managing Principal of Yeo & Yeo’s Kalamazoo office. He is the firm’s Tax & Consulting Service Line leader. He serves on the Yeo & Yeo board of directors. Dave joined Yeo & Yeo in 2008 and has more than 22 years of experience in public accounting.

Specializations

• Tax planning, preparation and minimization strategies for individuals
• Tax planning and preparation for closely-held businesses
• Business succession planning and strategy implementation
• Business consulting services
• Experience in the following industries – transportation, agribusiness, professional service firms, construction, manufacturing and real estate

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Professional Certifications and Education

• Certified Public Accountant (CPA)
• Western Michigan University, Bachelor of Business Administration in Accounting
• Grand Valley State University, Master of Science in Taxation

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Professional Membership

• American Institute of CPAs
• Michigan Association of CPAs

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Publications/Seminars

• Instructor for firm’s internal income tax trainings
• Conducts various internal and external seminars and webinars related to tax reform and planning strategies for individuals and small businesses
• Webinar: Tax Reform Impact on Individuals, June 2018
• Webinar: The New Business Pass-Through Deduction, July 2018
• Webinar: Business Tax Changes Contained in the Tax Reform Bill — What Small Businesses Need to Know, September 2018
• Podcast: TCJA and Year 2 of Tax Reform, February 2020
• Podcast: The SECURE Act ad Extenders Bill, February 2020
• Podcast: Tax Strategy for Education Planning, February 2020
• Podcast: Protecting Your Information During Tax Season and Beyond, February 2020
• Podcast: A Breakdown of the Paycheck Protection Program, August 2020
• Podcast: Presidential Candidate Tax Platforms, October 2020
• Podcast: Retirement Plans and Strategies, November 2020
• Podcast: Everything Sales Tax, June 2021
• Changes Coming for Alimony Tax Deduction, May 2018

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Community Involvement

• Portage Community Center, Treasurer and Finance Committee Chair
• Boys & Girls Clubs of Greater Kalamazoo, Past Treasurer
• Portage Rotary Club, Past President