Managing Principal
Rebecca Millsap is the Managing Principal in the Flint office. Her background is in tax and business consulting. She utilizes her skills to assist clients in taxation, financial reporting, business consulting and strategic planning. She leads the firm’s Estate & Trust Group and is a member of the Tax Services Group and serves on the firm’s board of directors. She joined Yeo & Yeo in 1994.
Specializations
- Consulting on QuickBooks and other accounting software
- Tax and business consulting for management; financial reporting and tax issues with a strong emphasis on small businesses
Professional Certifications and Education
- Certified Public Accountant (CPA)
- Personal Financial Specialist (PFS)
- Certified QuickBooks ProAdvisor
- Saginaw Valley State University, Bachelors in Accounting
Professional Membership
- American Institute of Certified Public Accountants
- Builders Association of Metro Flint
- Michigan Association of Certified Public Accountants
Publications/Seminars
- Article: Maximizing Wealth Transfer: The Strategic Role of Irrevocable Life Insurance Trusts (ILITs)
- Article: What Are the Roles and Responsibilities of a Trustee?
- Article: Family Business Owners Must Weave Together Succession and Estate Planning
- Article: What Is a 529 Plan and How Can One Benefit Me
- Podcast: The Benefits of Trusts
- Podcast: The Tax Impact of Receiving an Inheritance
Community Involvement
- Flint Rotary Club, member and treasurer
- Grand Blanc Chamber of Commerce, former member of the finance committee
- Holy Family Catholic Church, finance committee
- Humane Society of Genesee County, Endowment Committee, secretary
- Leadership Genesee graduate
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.