Jennifer Tobias

Jennifer Tobias is a Principal in the Kalamazoo office. She is the leader of the firm’s Construction Services Groups and is co-leader of the Death Care Services Group. She is also a member of the Agribusiness Services Group. Jen joined Yeo & Yeo in 2006.

Specializations

Federal income tax planning and preparation
State and local tax research, including nexus and income apportionment issues
Agribusiness taxation and credits
Examination and preparation of Prepaid Cemetery and Funeral Home Sales Act annual reports
QuickBooks consulting, including setup and training

Professional Certifications and Education

Certified Public Accountant
Central Michigan University, Bachelor of Business Administration in Accounting and Finance
Certified QuickBooks Online ProAdvisor
Certified QuickBooks Desktop ProAdvisor

Professional Membership

Michigan Association of Certified Public Accountants
American Institute of Certified Public Accountants
Michigan Funeral Directors Association – Suppliers Sales Club
Michigan Farm Bureau – Barry County
HBA of Western Michigan
Construction Financial Management Association
Construction Industry CPAs/Consultants Association

Publications/Seminars

Do You Have Your ‘A’ Team? Work with a Team of Outside Advisors, 2018, Advisor eNewsletters, 2017
The H-2A Program: Considerations in Hiring Temporary, Nonimmigrant Foreign Workers, AgriAdvisor, 2017
QuickBooks Tips & Tricks
Small Business Tax Tips at the Striving and Thriving small business event

Community Involvement

Team of Professional Women Network, board member, 2008-2014
Poultry Development Committee – Barry County, past president, 2012-2013
Small Animal Sale Clerk – Barry County, 2014 to present
Small Animal Sale Committee Treasurer – Barry County, 2015 to present
4-H Advisory Council Co-treasurer – Barry County, 2016 to present
Big Brothers Big Sister Bowl-a-thon, participant, 2016-2017
Western Michigan Home Builders Charity Truck Pull, volunteer
Western Michigan Home Builders Home Expo, volunteer

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

Eric Sowatsky is a Principal in the Saginaw office. He is the Agribusiness Services Group leader and manages sharing of industry and technical knowledge among team members firm-wide. He is a member of the firm’s Tax Services Group and is a personal financial specialist, assisting with personal financial planning and succession planning. He joined Yeo & Yeo in 2004.

Specializations

Leader of Firm Agribusiness Team. Manages sharing of industry and technical knowledge among team members firm-wide. Assists various farm and agribusiness operations with business and tax planning issues. Provides in-depth analysis of farm operations with an eye on transition planning to the next generation.
Certified Grain Accountant. Received specialized training in mark-to-market accounting for grain elevators and understanding basis issues.
Collateral field exams – manages firm-wide services to lending institutions providing review of collateral for the agribusiness, manufacturing and automotive industries.
National Social Security Advisor – certified in analysis of claiming strategies for social security benefits.
Strategic tax planning for businesses and individuals.
Personal financial specialist – Assists clients with developing a personal financial plan that works in tandem with their tax planning. Assist with retirement planning and succession planning issues.
Provides tax and accounting services to real estate managers and investment groups. Focus on tax planning and compliance.

Professional Certifications and Education

Investment Advisor Representative
Certified Public Accountant (CPA)
Chartered Global Management Accountant (CGMA)
National Social Security Advisor (NSSA)
Personal Financial Specialist (PFS)
Mark-to-Market Grain Accounting Certification
Walsh College of Accountancy and Business – M.S.P.A. (2003)
Michigan State University – B.B.S. (1999)

Professional Membership

American Institute of Certified Public Accountants
Michigan Association of Certified Public Accountants
Michigan Agribusiness Association – Grain Committee
Farm Financial Standards Council – Member

Publications/Seminars

Maier & Associates newsletter – Should I Donate Stock to Charity?, July 2008
Leading Edge magazine – Ten Steps to Reduce Overhead and Cut Waste in Your Business, Winter 2011
Questions to Ask Your Accountant – presented at Michigan Agribusiness Association Winter Conference, January 2014
Understanding the Impact of Production Costs on Your Farm Customers – presented at the Michigan Agribusiness Association Winter Conference, January 2016
The Next Level of Customer Service: Helping Farmers Manage Their Business – presented at the Michigan Agribusiness Association Winter Conference, January 2016
Individual Tax Training presented to Yeo & Yeo staff, 2006-2010
Corporate Tax Training presented to Yeo & Yeo staff, 2011-2013
Tax Level II Training – Partnerships, presented to Yeo & Yeo staff, 2014
Land Rents and Land Prices – presented at the Michigan Agribusiness Association Winter Conference, January 2017
No Mystery: Meeting With Family About Estate Planning, published in the firm’s AgriAdvisor eNewsletter, April 2017
Boosting Your Bottom Line With Current Tax Opportunities – presented at the Achieve Farm Financial Health seminar, September 2017
How Will Tax Reform Affect Agribusiness? – published by the MICPA and republished by other outlets, January 2018
Tax Reform: Impact on Charitable Giving – live television broadcast on “The Follow Up,” Delta College Public Broadcasting WDCQ-TV, January 2018
How Will Tax Reform Affect Agribusiness? – presented at Stewart Peterson seminar, March 2018
WSGW Farm Service 790 radio show – guest speaker on farm tax issues, February 2018 to present
Choosing Between a Calendar Year and a Fiscal Year, September 2018
Launching a Business? How to Treat Start-up Expenses on Your Tax Return, June 2020

Community Involvement

Bethlehem Lutheran School – Soccer and Basketball Coach
Bethlehem Lutheran Church – Past Treasurer
Bethlehem Lutheran School – Past Athletic Director
Great Lakes Bay Economic Club – Past President
Leadership Bay County Alumni
Rotary Club – Saginaw Sunrise – Past Treasurer
Stevens Center for Family Business – Executive Council

Disclaimer

Investment advisory services are offered through Avantax Planning Partners^SM. Commission-based securities products are offered through Avantax Investment Services^SM, Member FINRA, SIPC. Insurance services offered through licensed agents of Avantax Planning Partners. 3200 Olympus Blvd., Suite 100, Dallas, TX 75019. The Avantax entities are independent of and unrelated to Yeo & Yeo Wealth Management. Although Avantax does not provide or supervise tax or accounting services, our Financial Professionals may offer these services through their independent outside business. Not all Financial Professionals are licensed to offer all products or services. Financial planning and investment advisory services require separate licenses.