Suzanne Lozano

Suzanne Lozano is a Principal in the Saginaw office. She leads the firm’s Outsourced Accounting Solutions team and is responsible for the daily operations of the Saginaw office’s Tax & Consulting group. She is a member of the firm’s Healthcare Services Group. She is also a founding member of Yeo & Yeo’s Career Advocacy team. Suzanne joined Yeo & Yeo in 1999.

Specializations

  • Business consulting for management, financial decision making, and tax planning with an emphasis in the medical, retail, and construction sectors
  • Private industry experience
  • Strategic planning

Professional Certifications and Education

  • Certified Public Accountant (CPA)
  • The Ohio State University, Bachelor of Science in Business Administration

Professional Membership

  • American Institute of CPAs
  • Michigan Association of CPAs
  • Saginaw County Chamber of Commerce

Publications/Seminars

  • Article: Don’t Wait to Start Succession Planning
  • Article: C Corporation or Convert to an S Corporation – Is the Time Right?
  • Article: Published article in the award-winning magazine of the Michigan State Medical Society
  • Article: Contributor to articles on Women in the CPA World for Accounting Today and Organizational Excellence
  • eBook: Outsourced Accounting and Small Business Services—Are They Right for Your Business or Organization?
  • Presentation: Speaker for seminars on Why You Need a CPA and Starting a Medical Practice
  • Presentation: Speaker for the seminar How Health Care Reform Will Affect Your Business
  • Webinar: Presenter for webinars through the Michigan State Medical Society Physician Executive Development Program

Community Involvement

  • Allen E. & Marie A. Nickless Memorial Foundation, treasurer
  • Charles F. & Adeline L. Barth Charitable Foundation, treasurer
  • Children’s Zoo of Celebration Square, past advisor
  • Leadership Saginaw Alumni Association
  • Mid-Michigan Children’s Museum, past chair
  • Peace Lutheran School and Church Foundation Board, past treasurer
  • Saginaw County Chamber of Commerce, past board member, past treasurer, and past member of the executive committee
  • Wickson-Link Memorial Foundation, treasurer

Awards

  • Thomas J. Thompson Achievement Award, honoring one Yeo & Yeo employee each year who exemplifies Thompson’s positive attitude and notable service to the community and to the firm, 2004
  • Michigan Association of Certified Public Accountants’ Women to Watch, Established Leader Award, 2015

Jacob Sopczynski is a Principal and leader of the firm’s Manufacturing Services Group. Jacob serves many clients as a consultant and specialist in the application of data extraction techniques, tax planning and assurance services. He joined Yeo & Yeo in 2005 and serves on the firm’s board of directors.

Specializations

  • Audits of Federal Awards
  • Audits of local governmental units, school districts and nonprofit organizations
  • Data extraction uses and techniques
  • Government Auditing Standards
  • Information management and technology assurance
  • Manufacturing, Construction, Distribution
  • Tax planning for business and personal

Professional Certifications and Education

  • Certified Public Accountant (CPA)
  • Saginaw Valley State University, Bachelor of Professional Accountancy

Professional Membership

  • American Institute of Certified Public Accountants
  • Automation Alley, finance committee
  • Government Finance Officers Association
  • Great Lakes Bay Manufacturers Association
  • Michigan Association of CPAs Manufacturing Task Force
  • Michigan Institute of Certified Public Accountants
  • Michigan Manufacturers Association

Publications/Seminars

  • Article: Three Ways to Develop Manufacturing Leaders
  • Article: Re-evaluate Your Company’s Competitiveness in a Changed Economy
  • Article: Get Ready for FASB’s New Lease Accounting Requirements
  • Article: Social Media Tips for Manufacturing
  • Article: Why the Three key Elements of Integrity are Critical for Your Accountant
  • Podcast: Tax Effects of Cryptocurrency

Community Involvement

  • 1,000 Leaders Initiative
  • International Academy of Flint, board of trustees
  • Gen Forward
  • Leadership Bay County Alumni
  • The Hundred Club of Genesee, Shiawassee and Lapeer Counties

John W. Haag Sr. is the Managing Principal of the firm’s Midland office. He is a member of the firm’s Business Valuation and Litigation Support Services Group, the Tax Services Group, and Yeo & Yeo’s Career Advocacy team. He joined the firm in 2002.

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Specializations

  • Business valuation support services for privately owned businesses
  • Consulting related to new business start-ups, corporate restructuring, and succession planning
  • Managerial consulting, including designing and implementing accounting systems and internal controls
  • Preparation of individual and corporate income tax returns and financial statements
  • Preparation of trust and not-for-profit tax returns, including foundations

Professional Certifications and Education

  • Certified Public Accountant (CPA)
  • Accredited in Business Valuation (ABV)
  • Certified in Financial Forensics (CFF)
  • Certified Valuation Analyst (CVA)
  • Eastern Michigan University, Bachelor of Business Administration in Accounting
  • Eastern Michigan University, Master of Science in Accounting

Professional Membership

  • AICPA Forensic and Valuation Services Selection
  • American Institute of Certified Public Accountants
  • Michigan Association of Certified Public Accountants
  • Michigan Association of Certified Public Accountants Litigation and Business Valuation Task Force
  • National Association of Certified Valuators and Analysts – President of Michigan Chapter

Publications/Seminars

  • Article: Published articles on business valuations, internal controls, and fraud in the firm’s client newsletters
  • Presentation: Speaker for the seminar, Key Ingredients to Success for Entrepreneurs
  • Presentation: Speaker at seminars on tax planning, business valuation standards, and corporate fraud to attorneys and local service clubs
  • Presentation: Professional panelist at QuickBooks training seminars
  • Podcast: TCJA and Year 2 of Tax Reform
  • Podcast: A Breakdown of the Paycheck Protection Program
  • Podcast: Presidential Candidate Tax Platforms
  • Training: Instructor for the firm’s internal corporate income tax classes

Community Involvement

  • Camp Fish Tales, treasurer
  • Junior Achievement of Northeast Michigan, instructor
  • Leadership Midland Alumni
  • Mid Michigan Multisport Club, past president
  • Midland Community Foundation, past Grant Committee member
  • Midland Exchange Club, past president
  • Midland Experimental Aircraft Association, past treasurer
  • Midland MyPros Steering Committee, past chair
  • Midland Noon Rotary Club, past president
  • Midland Rotary Foundation, board member
  • Plymouth Symphony Orchestra, former accounting director
  • Saginaw Rotary Club, Sunrise, former treasurer
  • United Way of Midland County, Past Community Investment Panelist and Loaned Executive

Awards

  • National Association of Certified Valuators and Analysts / CTI “Forty Under 40” honoree, June 2014
  • Thomas J. Thompson Achievement Award (2007) honoring one Yeo & Yeo employee each year
  • Molitor International’s 1000 Leaders Program, graduate

Michael Oliphant is a Principal in the Kalamazoo office. He is a member of the firm’s Business Valuation and Litigation Support Services Group. He joined Yeo & Yeo in 1993.

Specializations

  • 30+ years of experience in public accounting and business consulting for management, financial reporting and tax issues with strong emphasis in the construction, manufacturing, retail and wholesale sectors
  • Business consulting and succession planning through the YeoConsults Legacy Program
  • Certified Valuation Analyst for all industries with expertise in succession planning, business plans and start-ups, divorce, and shareholder disputes
  • Mergers and acquisitions, strategic planning, consulting and exit planning strategies
  • Qualified expert witness

Professional Certifications and Education

  • Certified Public Accountant (CPA)
  • Certified Valuation Analyst (CVA)
  • Western Michigan University, Bachelor of Arts in Accounting
  • Western Michigan University, Master of Business Administration in Finance

Professional Membership

  • AICPA Business Valuation and Forensic and Litigation Services Section
  • American Institute of Certified Public Accountants
  • Kalamazoo Regional Chamber of Commerce
  • Michigan Association of Certified Public Accountants
  • National Association of Certified Valuators and Analysts

Publications/Seminars

  • Article 4 Steps to Improving Your Company’s Sales
  • Article: Plan for Cash Flow Preservation
  • Article: Factoring COVID-19 into the Valuation Equation
  • Article: Professional Witness in Divorce Engagements
  • Article: Valuing Your Business: 10 Common Events That Spark the Need for a Business Valuation
  • Article: Where’s the Money? Ensuring Fair Outcomes in Divorce Cases
  • Article: A Business Owner’s Key to Success: Focusing on the Big Picture
  • Article: Published articles in the Saginaw Bar Association newsletter and the Washtenaw County Bar Association newsletter
  • Article: Published various articles in the Builder/Architect Southwest Michigan edition
  • eBook: 5 Ways to Drive Business Growth and Recovery to Fuel Your Dreams
  • Presentation: Speaker on various accounting-related topics
  • Presentation: Speaker on valuation topics for the Kalamazoo Trial Bar Association and Family Law Association
  • Presentation: Speaker on valuation topics as part of a local Exit Planning Group
  • Webinar: 5 Steps to Drive Business Growth and Recovery to Fuel Your Dreams

Community Involvement

  • Kalamazoo County Bar Association, treasurer
  • Leadership Kalamazoo alumni
  • Local Journalism Foundation Board, member