SVA Certified Public Accountants professionals Matt Vanderloo, CPA and Danielle McQueen, EA, MSA will present the tax planning segment of the seminar Personal Finance 102 for the Medical College of Wisconsin on November 10, 2022 in Milwaukee.
The tax planning segment of the program will include topics such as tax bracket implications, proactive tax planning, student loan interest, tax impact of buying a home, Roth vs. traditional IRA plans, tax savings on one’s paycheck, and asset location tax situations.
Matt is the CEO of SVA, A Professional Services Company and a Principal with SVA Certified Public Accountants. He focuses on the healthcare, dental, and veterinary industries assisting individual and business clients by providing tax preparation, planning, and consulting as well as financial statement preparation services.
Danielle is a Supervisor with SVA Certified Public Accountants and works closely with businesses advising them on tax and accounting issues that may arise throughout the year. Her aim is to be a trusted advisor for all aspects of the client’s needs. This includes tax structuring and preparation services for not only the business entity but also the individual owner(s).
SVA has been serving family-owned and closely-held companies since 1974. As we near our 50th anniversary, SVA is committed to remaining an independent CPA firm investing in our future growth. Our culture of innovation and agility provides the platform for our core goal. Serve. People. Better.
Our team members' expertise spans the areas of business consulting, tax, accounting, and audit in a diverse set of industries. We work towards meeting the strategic vision of each business and the owner's personal financial goals. We’re proud to say that this expertise has made SVA a perennial award winner as one of the nation’s Top 100 Accounting Firms, as well as a recipient of Forbes America’s Best Accounting Firms in 2021.