Mariola Heilman
Mariola Heilman is a Manager in the firm’s Troy office. She joined Yeo & Yeo on July 1, 2024, through the merger with Berger, Ghersi & LaDuke PLC. Mariola focuses on tax and financial statement preparation within the real estate industry.
Specializations
- High net worth individual tax planning and preparation
- Tax and financial statement preparation within the real estate industry
Professional Certifications and Education
- Certified Public Accountant (CPA)
- Walsh College of Accountancy, Bachelor of Accountancy
- Wayne State University, Master of Business Administration
Professional Membership
- American Institute of Certified Public Accountants
- Michigan Association of Certified Public Accountants
John Youngblood is a Manager in the firm’s Troy office. He joined Yeo & Yeo on July 1, 2024, through the merger with Berger, Ghersi & LaDuke PLC. She specializes in tax planning and tax return preparation for high-net-worth individuals and financial statement preparation for clients in the real estate industry.
Specializations
- High net worth individual tax planning and preparation
- Tax and financial statement preparation for real estate industry
Professionals Certifications and Education
- Certified Public Accountant (CPA)
- Walsh College, Master of Accountancy
Professional Memberships
- American Institute of Certified Public Accountants
- Michigan Association of Certified Public Accountants
Community Involvement
- ACS Road to Recovery, volunteer
Connor Braun is a Manager in the Tax & Consulting Service Line. He specializes in tax planning and preparation with an emphasis on the manufacturing, construction, and real estate industries. He is based in the Saginaw office.
Specializations
- Business and individual tax planning with an emphasis on the manufacturing, construction, and real estate industries
Professional Certifications and Education
- Certified Public Accountant (CPA)
- Central Michigan University, Bachelor of Science in Business Administration, Accounting
Professional Membership
- Michigan Association of Certified Public Accountants
- American Institute of Certified Public Accountants
Nicholas McFadden is a Manager based in the firm’s Ann Arbor office. He specializes in tax planning and business consulting. He has experience serving organizations in a wide range of industries, including construction, retail, manufacturing, transportation, real estate, and professional services.
Specializations
- Corporate restructuring
- Multi-state taxation
- Strategic tax planning and compliance for businesses
Professional Certifications and Education
- Certified Public Accountant (CPA)
- Eastern Michigan University, Bachelor of Science in Political Science
- Eastern Michigan University, Master of Science in Taxation
Professional membership
- American Institute of Certified Public Accountants
- Michigan Association of Certified Public Accountants
Brandon Brom is a Manager based in the firm’s Troy office. He specializes in real estate, nonprofit organizations, state and local taxation, and partnership taxation, with a particular focus on the sale and transfer of partnership interests.
Specializations
- State and local taxation
- Tax planning and preparation for partnerships
- Experience in the following industries: nonprofit, real estate, and cannabis
Professional Certifications and Education
- Certified Public Accountant (CPA)
- Adrian College, Bachelor of Accountancy
- Adrian College, Master of Accountancy
Professional Membership
- American Institute of Certified Public Accountants
- Auburn Hills Chamber of Commerce Business Referral Group
- Michigan Association of Certified Public Accountants
- Troy Chamber of Commerce Business Networking Group
Jim is a Principal in the Troy office. He joined Yeo & Yeo on July 1, 2024, with the merger of Berger, Ghersi & LaDuke PLC, serving as a Principal. Jim has over 40 years of deep financial expertise working in both public accounting and private company. He serves a variety of industries, including specialization in real estate, construction, manufacturing, medical, nonprofit, and technology.
Specializations
- Accounting, tax and financial preparation for businesses and individuals
- Business advisory, planning and forecasting
- Estate and trust taxes
- Risk management
Professional Certifications and Education
- Certified Public Accountant (CPA)
- Oakland University, Bachelor’s in Accounting
- Walsh College, Master of Science in Accounting
Professional Membership
- American Institute of CPAs
- Employee Benefit Plan Audit Quality Center
- Michigan Association of CPAs
Jordan Hale is a Manager in the East Lansing office. He specializes in audits for nonprofits and real estate entities. He joined Yeo & Yeo in 2013.
Specializations
- Audits on nonprofit organizations
- Audits of real estate entities
- Single audits under Uniform Grant Guidance
Professional Certifications and Education
- Certified Public Accountant (CPA)
- Michigan State University, Bachelor of Arts in Accounting
- Michigan State University, Master of Science in Accounting
- Not-for-Profit Certificate I – AICPA
Professional Membership
- American Institute of Certified Public Accountants
- Michigan Association of Certified Public Accountants
Community Involvement
- Boys and Girls Club of Lansing, volunteer
- Capital Area Humane Society, volunteer
- Greater Lansing Food Bank, volunteer
- Meals on Wheels, volunteer
- Yeo & Yeo Foundation Board, treasurer
Brad DeVries is the Managing Principal of the East Lansing office. He joined Yeo & Yeo in 2005. He leads the firm’s Nonprofit Services Group and is a member of the Assurance Service Line and the Real Estate Services Group.
Specializations
- Audit, consulting, and tax services with an emphasis on nonprofit organizations and trade associations, insurance entities, and affordable housing and real estate entities
- HUD, MSHDA, and Rural Development affordable housing audit services
- In-depth expertise in nonprofit and association management
- Internal control design and organizational controls
- Low Income Housing Tax Credit compliance
- Single audits
Professional Certifications and Education
- Certified Public Accountant (CPA)
- Certified Association Executive (CAE)
- Not-for-Profit Certificate 1 from the AICPA
- Western Michigan University, Bachelor of Science in Business Administration
Professional Membership
- Affordable Housing Association of Certified Public Accountants
- American Institute of Certified Public Accountants
- American Society of Association Executives
- Michigan Association of Certified Public Accountants
- Michigan Nonprofit Association
- Michigan Society of Association Executives
Publications/Seminars
- Article: Possible Relief for New Lease Standard Implementation
- Article: Nonprofit Quick Tip – Insurance Coverage
- Article: Implementation of the Lease Accounting Standard Has Been Delayed
- Article: Nonprofit Quick Tip: Lease Inventory Policy
- Article: Nonprofit Quick Tip: Operating Reserves
- Article: Compilation, Review or Audit – Which One Is Best for Your Nonprofit?
- Article: Nonprofit Quick Tip: Conflict of Interest Policy
- Article: Nonprofit Quick Tip: Whistleblower Policy
- Article: Policies and Procedures: A Roadmap to Success
- Article: Best Practices for Effective Donor Acknowledgment Letters
- Article: Authored and published numerous articles for Yeo & Yeo Nonprofit Perspectives Newsletter
- eBook: Lobbying and Political Expenditures: A Nonprofit Perspective
- eBook: Essential Nonprofit Policies — Create Policies That Support Your Organization and Mission
- Presentation: Speaker for seminars on nonprofit and real estate auditing at Yeo & Yeo
- Presentation: Presenter at the Troy Chamber of Commerce Nonprofit Conference
- Presentation: Presenter at the Michigan Association of Certified Public Accountants Annual Nonprofit Conference
- Presentation: Presenter at the Michigan Association of Certified Public Accountants Accounting & Auditing Symposium
- Presentation: Presenter at the Michigan Society of Association Executives Academy of Association Management
- Presentation: Presenter at the Michigan Society of Association Executives Operations Conference
Community Involvement
- Condo Association, former treasurer
- Leadership Lansing graduate
- Local Community, volunteer
- Michigan Rural Development Council, board member and treasurer
- Michigan Society of Association Executives, board member and Spring Golf Committee chair