32 episodes

Welcome to Yeo & Yeo’s podcast. We’ve had the privilege of advising Michigan businesses for over 100 years and we want to share our knowledge with you. Covering tax, accounting, technology, financial and advisory topics relevant to you and your business.

Everyday Business Podcast Yeo & Yeo

    • Business
    • 5.0 • 9 Ratings

Welcome to Yeo & Yeo’s podcast. We’ve had the privilege of advising Michigan businesses for over 100 years and we want to share our knowledge with you. Covering tax, accounting, technology, financial and advisory topics relevant to you and your business.

    Episode 32: Understanding GASB Statement No. 101, Compensated Absences

    Episode 32: Understanding GASB Statement No. 101, Compensated Absences

    Welcome to Everyday Business, Yeo & Yeo’s podcast. On episode 32, host Michael Rolka, CPA, CGFM, Principal in Yeo & Yeo’s Auburn Hills office, is joined by Daniel Beard, CPA, Manager in Ann Arbor.
    Listen in as Mike and Dan discuss GASB Statement No. 101, Compensated Absences, breaking down its complex aspects into digestible insights. They discuss its purpose, its impact on governmental accounting, and why it's essential for financial reporting. In this podcast, you will learn more about:
    Components of GASB Statement No. 101
    Critical aspects essential for implementation
    Effective implementation strategies
    Critical auditor considerations
    Impact on financial statements and disclosures
    Examples to better understand the standard’s intricacies
    Whether you’re new to GASB 101 or seeking more insight, this podcast takes a deeper dive into the challenges, changes and considerations to help you navigate its complexities.
    Thank you for tuning in to Yeo & Yeo’s Everyday Business podcast. Yeo & Yeo’s podcast can be heard on Apple Podcasts, Spotify, PodBean and, of course, our website.
    For more business insights, visit our Resource Center and subscribe to our eNewsletters.

    • 14 min
    Episode 31: Securing Your Future With Long-Term Care Planning

    Episode 31: Securing Your Future With Long-Term Care Planning

    Welcome to Everyday Business, Yeo & Yeo’s podcast. On episode 31, host Peter Bender, leader of Yeo & Yeo Wealth Management, is joined by Matthew Cash, financial planning consultant for Avantax Planning PartnersSM.

    • 20 min
    Episode 30: Legacy Planning: Securing Your Future and Leaving a Lasting Impact

    Episode 30: Legacy Planning: Securing Your Future and Leaving a Lasting Impact

    Welcome to Everyday Business, Yeo & Yeo’s podcast. On episode 30, host Peter Bender, leader of Yeo & Yeo Wealth Management, is joined by Matthew Cash, financial planning consultant for Avantax Planning PartnersSM.

    • 23 min
    Episode 29: Maximizing Impact with Charitable Giving and Tax-Intelligent Strategies

    Episode 29: Maximizing Impact with Charitable Giving and Tax-Intelligent Strategies

    Welcome to Everyday Business, Yeo & Yeo’s podcast. On episode 29 of Everyday Business, host Peter Bender, leader of Yeo & Yeo Wealth Management, is joined by Matthew Cash, financial planning consultant for Avantax Planning PartnersSM and Andrew Matuzak, a Wealth Management Specialist in Yeo & Yeo’s Saginaw office.

    • 20 min
    Episode 28: Year-End Tax Planning Through a Tax-Intelligent Lens

    Episode 28: Year-End Tax Planning Through a Tax-Intelligent Lens

    Welcome to Everyday Business, Yeo & Yeo’s podcast. On episode 28, host Peter Bender, leader of Yeo & Yeo Wealth Management, is joined by Matthew Cash, financial planning consultant for Avantax Planning PartnersSM.

    • 27 min
    Episode 27: SECURE 2.0: Retirement Plan Enhancements

    Episode 27: SECURE 2.0: Retirement Plan Enhancements

    Welcome to Everyday Business, Yeo & Yeo’s podcast. We’ve had the privilege of advising Michigan businesses for 100 years, and we want to share our knowledge with you.
    Covering tax, accounting, technology, financial and advisory topics relevant to you and your business, Yeo & Yeo’s podcast is hosted by industry and subject matter experts, where we go beyond the beans.
    On episode 27 of Everyday Business, host Peter Bender, leader of Yeo & Yeo Wealth Management, is joined by Kevin Dement, Principal, Client Development, Avantax Retirement Plan ServicesSM and Matthew Cash, financial planning consultant for Avantax Planning PartnersSM. Listen in as Pete, Kevin and Matt discuss SECURE 2.0 and how many provisions of the act can enhance retirement plans.
    Thank you for tuning in to Yeo & Yeo’s Everyday Business podcast. Yeo & Yeo’s podcast can be heard on Apple Podcasts, PodBean and, of course, our website. Please subscribe, rate and review.
    For more business insights, visit our Resource Center and subscribe to our eNewsletters.
    DISCLAIMERThe information provided in this podcast is believed to be valid and accurate on the date it was first published. The views, information, or opinions expressed during the podcast reflect the views of the speakers. This podcast does not constitute tax, accounting, legal or other business advice or an advisor-client relationship. Before making any decision or taking action, consult with a professional regarding your specific circumstances.
    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. Peter Bender is an Avantax registered representative. Not all Financial Professionals are licensed to offer all products or services. Financial planning and investment advisory services require separate licenses. Avantax affiliated advisors may only conduct business with residents of the states for which they are properly registered. Please note that not all of the investments and services mentioned are available in every state.
    This material is for informational purposes only. It is not intended as investment, tax or other advice or an offer or solicitation for the purchase or sale of any financial instrument. Indices are unmanaged, represent past performance, do not incur fees or expenses, and cannot be invested into directly. Past performance is no guarantee of future results. Consult with your financial, tax or other appropriate advisors on all matters pertaining to financial, accounting or tax obligations and requirements.
    Check the background of Pete Bender on FINRA’s BrokerCheck.

    • 20 min

Customer Reviews

5.0 out of 5
9 Ratings

9 Ratings

Okman48 ,

Great content!

Even as an experienced CPA, I learned new information that I will put to use to better serve my clients. I highly recommend Yeo & Yeo podcasts whether you are a lawyer, CPA or an individual looking to effectively manage your wealth.

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