Connor Braun

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
  • Central Michigan University – Bachelor of Science in Business Administration, accounting

Professional Membership

  • Michigan Association of Certified Public Accountants
  • American Institute of Certified Public Accountants

Shawn Davis is a Manager based in the firm’s Saginaw office and serves in the Tax & Consulting Service Line. He is a member of the Trust & Estate Services Group, the Death Care Services Group, and the State and Local Tax Services Group, specializing in sales tax. He joined Yeo & Yeo in 2019.

Specializations

  • Tax planning and preparation services for individuals, partnerships and corporations
  • State & Local Tax (SALT)
  • Multi-state tax
  • Sales tax economic nexus provisions; online sales and sales tax compliance
  • Complex tax topics
  • Trust, gift and estate taxation
  • Michigan Prepaid Funeral and Cemetery Sales Act Annual Report and Cemetery Annual Report compliance

Professional Certifications and Education

  • Certified Public Accountant
  • Northwood University, Bachelor of Business Administration in Accounting and Management

Professional Membership

  • Michigan Association of Certified Public Accountants
  • American Institute of Certified Public Accountants

Publications/Seminars

Community Involvement

  • Bay City Noon Rotary Club, board member

Derrick Friend is a Manager in the Troy office. He specializes in tax planning and preparation with an emphasis on individual taxes. He joined Yeo & Yeo in 2016.

Specializations

  • Tax planning and preparation
  • State and local taxation
  • Individual taxation for high-net-worth clients

Professional Certifications and Education

  • Certified Public Accountant
  • Walsh College, Master of Accountancy
  • Central Michigan University, Bachelor of Psychology 

Professional Membership

  • American Institute of Certified Public Accountants
  • Michigan Association of Certified Public Accountants

Community Involvement

  • Linden Community Schools, volunteer

Kelly Brown is a Senior Manager in the Saginaw office. She is a member of the firm’s Tax Services Group and she co-leads the State & Local Tax Services Group, specializing in sales tax. She joined Yeo & Yeo in 2016 and has 12 years of public accounting experience.

Specializations

  • Tax planning and preparation services for individuals, partnerships and corporations
  • State & Local Tax (SALT)
  • Multi-state tax
  • Sales tax economic nexus provisions; online sales and sales tax compliance
  • Complex tax topics

Professional Certifications and Education

  • Certified Public Accountant
  • Northwood University, Bachelor of Business Administration in accounting and management
  • Walsh College, Master of Science in Taxation

Professional Membership

  • Michigan Association of Certified Public Accountants
  • American Institute of Certified Public Accountants
  • Michigan Tax Conference Planning Task Force

Publications/Seminars

Community Involvement

  • 4-H volunteer
  • United Way of Bay County, Community Investment Process chairperson (former)
  • Adopt-a-Highway coordinator (former)
  • American Cancer Society – Making Strides of the Great Lakes Bay Region, team leader (former)

Awards

  • Sales Tax Institute – named among five finalists nationwide for the “Sales Tax Nerd award.” The award recognizes professionals who demonstrate a dedicated passion and commitment to learning about indirect tax.

Danielle Cary is a Principal in the Ann Arbor office. She co-leads the firm’s SALT (state and local tax) Team, and is a member of the Tax Services Group. She joined Yeo & Yeo in 1998.

Specializations

  • Strategic tax planning & compliance for businesses
  • High net worth individual tax services
  • Multi-state taxation
  • Consulting and financial reporting for closely held businesses
  • Startups, corporate restructuring, and succession planning
  • Experience in the following industries – construction, retail, manufacturing, transportation, real estate and professional service firms

Professional Certifications and Education

  • Certified Public Accountant (CPA)
  • Indiana Wesleyan University, Bachelors in Accounting, Business Administration and Finance
  • Indiana Wesleyan University, Master of Business Administration

Professional Membership

  • Michigan Association of Certified Public Accountants
  • American Institute of Certified Public Accountants
  • MICPA State and Local Tax Task Force

Publications/Seminars

  • Instructor for firm’s internal tax trainings
  • Conducts various seminars on federal and SALT tax updates and planning strategies
  • Webinar: Tax Reform Impact on Individuals, June 2018
  • Webinar: Sales Tax Nexus: What Does the Wayfair Ruling Mean for Your Business?, August 2018

Community Involvement

  • Junior Achievement volunteer 
  • Ann Arbor/Ypsilanti Regional Chamber of Commerce
  • Member of Keystone Church