Our People
Andrew Matuzak, CPA, PFS
Principal
CPAs & Advisors
Andrew Matuzak is a Principal in the Saginaw office. He is a member of the firm’s Tax Services Group, co-leader of the Trust/Estate/Gift Tax Services Group, and co-leader of the Death Care Services Group. He is a member of the Yeo & Yeo Wealth Management team. 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.
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: Protecting Your Information During Tax Season and Beyond, February 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, Treasurer and Past President
- Thomas Township Business Association, Treasurer
- SVSU Advisory Board Committee
- Saginaw Valley Young Professionals Network
- Friends of Theodore Roethke Foundation, Volunteer