Yeo & Yeo CPAs & Advisors

Physicians: Do you know what your practice is really worth? Whether you're planning to grow, merge, retire—or just want to take control of your financial future—understanding your practice’s value is non-negotiable. In just 15 minutes, get insight from Zaher Basha, CPA, CM&AA, in the first webinar of our new Smart Medical Practice Toolkit. 🔍 What you’ll learn: • Reasons why a medical practice valuation is beneficial • Report types you might get when valuing your practice – and the different methods used to determine its worth • Necessary steps to get a medical practice valuation Watch Now https://hubs.li/Q03zy-TX0

Starting next year, the federal government is finally updating a burdensome business tax filing requirement that’s been around since the 1950s! Here’s what will change when paying independent contractors. https://hubs.li/Q03BdmKc0

Don’t forget to take income taxes into consideration when planning your estate. https://hubs.li/Q03zNWPR0

Hot dogs, hamburgers, and a night at the ballpark! 🌭🍔⚾ Members from our Firm Admin team enjoyed a fun evening cheering on the Great Lakes Loons. Always a great time connecting with the crew that keeps things running behind the scenes! #LoonsGame #TeamYeo

Growth moves—like site selection, capital planning, and hiring initiatives—can now unlock even more opportunities under the One Big Beautiful Bill Act (OBBBA). Landmark changes in OBBBA expand or reshape key tax credits and incentives tied to major business decisions. Join McGuire Sponsel’s Chad Collier and Ben Worrell, MBA, to discover when and how to engage in the process, what programs may be available, and how to avoid the common missteps that leave value on the table. 📅 Date: Tuesday, August 12 🕑 Time: 2:00 - 3:00 p.m. 🔗Register here: https://hubs.li/Q03BzpkP0 • Understand what location advisory is and why timing is critical • Recognize the types of projects that may qualify for state and local incentives • Identify common incentive programs tied to job creation, capital investment, and expansion • Learn how to integrate incentive planning into business or client growth strategies • Avoid common pitfalls that limit incentive eligibility or reduce benefit value

🚀Emerging leaders face unique hurdles in building trust, motivating teams, and managing change. That’s why strong managers and supervisors are essential to driving strong results. ⭐Join us for the Ignite Your Leadership program and discover the essential skills your leaders need to inspire teams and deliver outcomes. 🎯Whether you call them leaders, managers, or supervisors, what matters most is how well they lead people. 🔗 Learn more and attend our info session on August 7th! 🚀Don’t miss your chance to empower your rising leaders and transform your organization from the inside out.🚀🚀🚀 Register today!👇 https://lnkd.in/g32Sfw4q #LeadershipDevelopment #IgniteYourLeadership #EmergingLeaders #PeopleFirst #ManagementSkills

We’re proud of Morgan Ferguson and grateful to Walsh College and the Troy Chamber for creating opportunities that help professionals like her thrive! 👏 #FutureCPA

The One Big Beautiful Bill Act clarifies Section 174 rules but adds new challenges to claiming the R&D credit. With increased IRS scrutiny and major changes to Form 6765, it’s never been more important to take proactive action about compliance. Join McGuire Sponsel’s Garrett Duffy and Tanner Niehaus, CPA, as they share actionable strategies and real-world examples for claiming and protecting R&D credits. 📅 Date: Tuesday, August 5 🕑 Time: 1:00 - 2:00 p.m. • Understand how the final federal legislation impacts Section 174 amortization and R&D credit eligibility • Navigate key changes to IRS Form 6765, including new Section G requirements • Apply audit-tested documentation strategies that support IRS compliance • Proactively protect and optimize R&D credit claims in a post-reform landscape 🔗Register here: https://hubs.li/Q03zD3lg0

Business owners: Do you want to continue taking an environmentally conscious approach to your operations? Here’s a look at where things stand regarding the business case for sustainability and disappearing tax breaks. https://hubs.li/Q03zxNS90

Ashley Diener and Holly Blood stopped by Franklin Avenue Mission in Flint to deliver a Yeo & Yeo Foundation check—along with high-need items our team collected this summer! 💙 The donation will support FAM’s life-changing programs like the Franklin Avenue Diner, Personals Closet, and Mercy House, which provide hot meals, basic necessities, and shelter to those who need it most in the Flint area. We’re proud to support their mission of compassion and community care. 💪 #YeoAndYeoFoundation #FlintStrong