Shawn Davis

Shawn Davis is a Manager based in the firm’s Saginaw office and serves in the Tax & Consulting Service Line. He is a member of the Trust & Estate Services Group, the Death Care Services Group, and the State and Local Tax Services Group, specializing in sales tax. He joined Yeo & Yeo in 2019.

Specializations

• Complex tax topics
• Michigan Prepaid Funeral and Cemetery Sales Act Annual Report and Cemetery Annual Report compliance
• Multi-state tax
• Sales tax economic nexus provisions; online sales and sales tax compliance
• State & Local Tax (SALT)
• Tax planning and preparation services for individuals, partnerships and corporations
• Trust, gift and estate taxation

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Professional Certifications and Education

• Certified Public Accountant (CPA)
• Northwood University, Bachelor of Business Administration in Accounting and Management

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Professional Membership

• American Institute of Certified Public Accountants
• Michigan Association of Certified Public Accountants

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Publications/Seminars

• Article: Economic Nexus for Sales Tax in Multiple States
• Article: Estate Planning 101
• Article: Special Needs Trusts and ABLE Accounts: When Are They Needed and Which Option Is Best?
• Article: How to Opt Out of the Advance Child Tax Credit Payments and Why You Might Want To

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Community Involvement

• Bay City Noon Rotary Club, board member