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SVA’s Vanderloo and McQueen Present Financial Seminar for the Medical College of Wisconsin

SVA’s Vanderloo and McQueen Present Financial Seminar for the Medical College of Wisconsin

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).

 

About SVA Certified Public Accountants

Since 1974, SVA has proudly served family-owned and closely-held companies. As we celebrate over 50 years in business, our commitment to remaining an independent CPA firm and investing in our future growth is stronger than ever. Our culture of innovation and agility drives us to fulfill our core mission: Serve People Better.

Our team brings deep expertise in business consulting, tax, accounting, and audit across a wide range of industries. We are dedicated to aligning with each business's strategic vision and supporting the personal financial goals of its owners. This commitment to excellence has earned SVA consistent recognition as one of the nation's Top 200 Accounting Firms and a place on Forbes' list of America’s Best Accounting Firms in 2021 and 2022.

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