Eric Sowatsky

Eric Sowatsky is a Principal in the Saginaw office. He is the Agribusiness Services Group leader and manages sharing of industry and technical knowledge among team members firm-wide. He is a member of the firm’s Tax Services Group and is a personal financial specialist, assisting with personal financial planning and succession planning. He joined Yeo & Yeo in 2004.

Specializations

Certified Grain Accountant – Specialized training in mark-to-market accounting for grain elevators and understanding basis issues
Collateral field exams – Manages firm-wide services to lending institutions, providing review of collateral for the agribusiness, manufacturing, and automotive industries
Leader of Fim Agribusiness Team – Manages sharing of industry and technical knowledge among team members firm-wide; assists farm and agribusiness operations with business and tax planning; provides in-depth analysis of farm operations with transition planning focus
National Social Security Advisor – Certified in analysis of claiming strategies for social security benefits
Personal financial specialist – Assists clients with developing a personal financial plan aligned with tax planning; includes retirement and succession planning
Provides tax and accounting services to real estate managers and investment groups – Focus on tax planning and compliance
Strategic tax planning for businesses and individuals

Professional Certifications and Education

Certified Public Accountant (CPA)
Chartered Global Management Accountant (CGMA)
Investment Advisor Representative
Mark-to-Market Grain Accounting Certification
Michigan State University – B.B.S. (1999)
National Social Security Specialist (NSSA)
Personal Financial Specialist (PFS)
Walsh College of Accountancy and Business – M.S.P.A. (2003)

Professional Membership

American Institute of Certified Public Accountants
Farm Financial Standards Council, member
Michigan Agribusiness Association, grain committee
Michigan Association of Certified Public Accountants

Publications/Seminars

Article: Should I Donate Stock to Charity?
Article: Ten Steps to Reduce Overhead and Cut Waste in Your Business
Article: No Mystery: Meeting With Family About Estate Planning
Article: How Will Tax Reform Affect Agribusiness?
Article: Choosing Between a Calendar Year and a Fiscal Year
Article: Launching a Business? How to Treat Start-up Expenses on Your Tax Return
Presentation: Speaker for “Questions to Ask Your Accountant” at the Michigan Agribusiness Association Winter Conference
Presentation: Speaker for “Understanding the Impact of Production Costs on Your Farm Customers” at the Michigan Agribusiness Association Winter Conference
Presentation: Speaker for “The Next Level of Customer Service: Helping Farmers Manage Their Business” at the Michigan Agribusiness Association Winter Conference
Presentation: Speaker for “Land Rents and Land Prices” at the Michigan Agribusiness Association Winter Conference
Presentation: Speaker for “Boosting Your Bottom Line With Current Tax Opportunities” at the Achieve Farm Financial Health seminar
Presentation: Speaker for “How Will Tax Reform Affect Agribusiness?” at the Stewart Peterson seminar
Presentation: Guest speaker on farm tax issues for the WSGW Farm Service 790 radio show
Presentation: Featured guest for “Tax Reform: Impact on Charitable Giving” on “The Follow Up” broadcast by Delta College Public Broadcasting WDCQ-TV
Training: Internal instructor for Individual Tax Training for Yeo & Yeo staff
Training: Internal instructor for Corporate Tax Training for Yeo & Yeo staff
Training: Internal instructor for Tax Level II Training – Partnerships for Yeo & Yeo staff

Community Involvement

Bethlehem Lutheran Church, past treasurer
Bethlehem Lutheran School, past athletic director
Bethlehem Lutheran School, soccer and basketball coach
Great Lakes Bay Economic Club, past president
Leadership Bay County Alumni
Rotary Club – Saginaw Sunrise, past treasurer
Stevens Center for Family Business, executive council

Disclaimer

Investment advisory services are offered through Avantax Planning Partners^SM. Commission-based securities products are offered through Avantax Investment Services^SM, 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.

Tara Stensrud is a Principal in the Midland office. She joined Yeo & Yeo in 2006. She is a member of the firm’s Manufacturing Services Group and the Consulting Services Group.