David Jewell

David Jewell is the Managing Principal of Yeo & Yeo’s Kalamazoo office. He is the firm’s Tax & Consulting Service Line leader. He serves on the Yeo & Yeo board of directors. Dave joined Yeo & Yeo in 2008 and has more than 23 years of experience in public accounting.

Specializations

• Business consulting services
• Business succession planning and strategy implementation
• Experience in the following industries – transportation, agribusiness, professional service firms, construction, manufacturing and real estate
• Tax planning and preparation for closely-held businesses
• Tax planning, preparation and minimization strategies for individuals

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Professional Certifications and Education

• Certified Public Accountant (CPA)
• Western Michigan University, Bachelor of Business Administration in Accounting
• Grand Valley State University, Master of Science in Taxation

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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: Changes Coming for Alimony Tax Deduction
• Podcast: TCJA and Year 2 of Tax Reform
• Podcast: The SECURE Act and Extenders Bill
• Podcast: Tax Strategy for Education Planning
• Podcast: Protecting Your Information During Tax Season and Beyond
• Podcast: A Breakdown of the Paycheck Protection Program
• Podcast: Presidential Candidate Tax Platforms
• Podcast: Retirement Plans and Strategies
• Podcast: Everything Sales Tax
• Training: Instructor for the firm’s internal income tax trainings
• Webinar: Understanding the Impact of the One Big Beautiful Bill
• Webinar: Tax Reform Impact on Individuals
• Webinar: The New Business Pass-Through Deduction
• Webinar: Business Tax Changes Contained in the Tax Reform Bill — What Small Businesses Need to Know

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Community Involvement

• Boys & Girls Clubs of Greater Kalamazoo, past treasurer
• Portage Community Center, treasurer and finance committee chair
• Portage Rotary Club, past president