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
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
Disclaimer
Investment advisory services are offered through Avantax Planning PartnersSM. Commission-based securities products are offered through Avantax Investment ServicesSM, 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.