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Date ArticleType
11/18/2015 Member News
Yeo & Yeo's Sowatsky and Stensrud Achieve National Social Security Association Advisor Certification

   
 Eric Sowatsky  Tara Stensrud
   

Yeo & Yeo CPAs & Business Consultants is pleased to announce that Eric J. Sowatsky, CPA, CGMA, and Tara L. Stensrud, CPA, have achieved the National Social Security Advisor certification from the National Social Security Association LLC in Cincinnati.

The certification allows Sowatsky and Stensrud to counsel clients on the best way to claim Social Security benefits in order to optimize lifetime Social Security income.

Sowatsky specializes internal control reviews, business consulting, financial reporting and tax planning issues, with an emphasis in agribusiness. He is the leader of Yeo & Yeo’s Agribusiness Services Group, and a member of the firm’s State and Local Tax Group and Health Care Reform Group. Sowatsky has 11 years of public accounting experience and is a senior manager in the firm’s Saginaw office.

Stensrud provides accounting, tax planning and preparation, and business consulting services. She has nine years of public accounting experience and is a senior manager in the firm’s Alma office. She is a member of the firm’s Manufacturing Services Group, Tax Services Group, and Client Accounting Software Solutions Group. She is accredited as an Advanced Certified QuickBooks ProAdvisor.

The NSSA program includes one day of training and prepares professional advisors for the myriad of questions that their clients are asking. Also, with this training, advisors can guide their clients through the many Social Security options that are available. NSSA advisors are uniquely qualified to help the growing numbers of Baby Boomers.

The National Social Security Advisor program was created by CPA Marc Kiner and Jim Blair, a 35-year veteran of the Social Security Association. With 10,000 Baby Boomers turning 65 each day in the United States, Kiner and Blair believe that advisors must be educated regarding Social Security. There are 72 million Baby Boomers nationwide. Boomers are people born between 1946 and 1964.

“For more and more people, Social Security is going to provide an important part of their retirement income,” said Blair. “NSSA advisors are passionate about helping retirees optimize their benefits over the rest of their lives."