Rebecca Millsap
Rebecca Millsap is the Managing Principal in the Flint office. Her background is in tax and business consulting. She utilizes her skills to assist clients in taxation, financial reporting, business consulting and strategic planning. She leads the firm’s Estate & Trust Group and is a member of the Tax Services Group and serves on the firm’s board of directors. She joined Yeo & Yeo in 1994.
Specializations
- Tax and business consulting for management; financial reporting and tax issues with strong emphasis on small businesses
- Consulting on QuickBooks and other accounting software
Professional Certifications and Education
- Certified Public Accountant (CPA)
- Personal Financial Specialist (PFS)
- Certified QuickBooks ProAdvisor
- Saginaw Valley State University, Bachelors in Accounting
Professional Membership
- American Institute of Certified Public Accountants
- Michigan Association of Certified Public Accountants
- Builders Association of Metro Flint
Publications/Seminars
- Maximizing Wealth Transfer: The Strategic Role of Irrevocable Life Insurance Trusts (ILITs), January 2024
- What Are the Roles and Responsibilities of a Trustee? November 2023
- Family Business Owners Must Weave Together Succession and Estate Planning, December 2020
- Podcast: The Benefits of Trusts, December 2020
- Podcast: The Tax Impact of Receiving an Inheritance, December 2020
- What is a 529 Plan and How Can One Benefit Me, February 2018
Community Involvement
- Humane Society of Genesee County, Endowment Committee member
- Flint Rotary Club, member and treasurer
- Holy Family Catholic Church, Finance Committee
- Grand Blanc Chamber of Commerce, former member of the Finance Committee
- Leadership Genesee graduate
Alex Wilson is a Principal in the Alma office. He is a member of the firm’s Agribusiness Services Group, the Construction Services Group and the Cannabis Services Group. Alex joined Yeo & Yeo in 2014.
Specializations
- Business advisory services
- Business succession planning and strategy implementation
- Tax planning and preparation with an emphasis on the construction and agribusiness sectors
- Specialization in Cannabis advisory, tax and accounting solutions, including license application consulting, entity selection and access to capital assistance
Professional Certifications and Education
- Certified Public Accountant (CPA)
- Personal Financial Specialist (PFS)
- Central Michigan University – Bachelor of Science in Business Administration, accounting
Professional Membership
- American Institute of Certified Public Accountants
- Michigan Association of Certified Public Accountants
- Michigan Association of Certified Public Accountants Agribusiness Task Force
- Construction Industry CPAs/Consultants Association
- Associated Builders and Contractors – Greater Michigan
- Home Builders Association of Saginaw
- Home Builders Association of Central Michigan
- Michigan Agri-Business Association
Publications/Seminars
- Children’s Discovery Academy – Supporting Affordable, Quality Childcare, 2022
- Your Legacy: Charitable Giving is Vital During the COVID-19 Crisis, 2020
- Should You Be Using an Ag Financial Advisor for Your Farm?, 2018, FarmLogs
- An Ag Financial Advisor’s Advice on Taxes and Preparing for 2018, FarmLogs
- Agricultural Cooperative Taxation — Changes Level the Field, 2018, AgriAdvisor
- Key Takeaways from the MICPA Agribusiness Conference, 2018, AgriAdvisor
- Construction Industry Outlook: What to Expect in 2018, Construction Advisor
- Residential and Commercial Construction Outlook: What to Expect in 2018, Construction Advisor
- How Does Tax Reform Affect the Construction Industry?, 2018, Construction Advisor
- Construction Industry Outlook: What to Expect in 2017, Construction Advisor
- Skilled Labor Shortages: What Michigan is Doing to Address the Issue, 2017, Construction Advisor
- Michigan Farmland and Forest Preservation Programs Offer Tax Benefits, 2017, AgriAdvisor
- Try These Farm Management Practices to Maximize Profits, 2017, AgriAdvisor
- Three Ways Contractors Can Take Advantage of the Slow Times, 2017, Construction Advisor
- Succession Planning for Farm Families, 2016, AgriAdvisor
Community Involvement
- Yeo & Yeo Foundation board, Past President
- Central Michigan University Accounting Advisory Council
- Special Olympics of Michigan, Volunteer
- Children’s Discovery Academy, past Board Treasurer
- Boys & Girls Club of the Great Lakes Bay Region, Past Volunteer
- Youth sports, Past Coach
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 PartnersSM, 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
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
Professional Membership
- American Institute of CPAs
- Michigan Association of CPAs
- Michigan Funeral Directors Association
- Michigan Cemetery Association
- Great Lakes Bay Estate Planning Council
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
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
Awards
- 2026 RUBY Award
- President’s Club Award from Avantax recognizing outstanding client service and a high level of ethics, integrity and leadership (2024)