SVA SPEAKER SOURCE

Experts in Accounting, Technology and Financial Speaking

WE HAVE A SPEAKER FOR YOU!

If you are looking for highly qualified speakers for your next meeting, webinar, educational roundtable or expo, SVA has assembled an exceptional group of subject matter experts to address your needs. These are business professionals with established public speaking experience in a broad range of industries and niche areas.


CONTACT INFORMATION

For more information please contact: Bonnie Bailey - baileyb@sva.com - 608-826-2378

Justin Chesbrough - CPA, MST / Senior Manager

Justin Chesbrough

Justin is a Senior Manager and member of the Healthcare Industry Group at SVA Certified Public Accounts, S.C. He works with healthcare practices on entity formation, financial statement presentation, benchmarking, employee structure and benefits, overhead control and tax planning. Justin also has experience with compensation formula development and implementation.

The following is a partial list of the topics Justin covers:

  • Reimbursable Business Expenses - What You Can and Cannot Deduct
  • Medical Industry Sales and Use Tax Issues
  • Tax Implications and Planning for Social Security Benefits
  • What You Should Know About This Year's Tax Law Updates
  • Veterinary Practice Transitions - Buying and Selling a Practice

Justin has spoken to audiences at:

  • The Association of Wisconsin Surgery Centers (WISCA)
  • Healthcare Administrators
  • University of Wisconsin – Milwaukee
  • Healthcare professional groups in Wisconsin
  • SVA educational seminars

 

Adam Kleinmaus - CPA / Manager

Adam Kleinmaus

Adam is a Manager with SVA Certified Public Accountants, S.C. in Real Estate and Nonprofit Services. In his role, he supervises and performs audits for owners of affordable multifamily housing projects receiving Section 42 Low-Income Housing Tax Credits. Adam also supervises and performs audits for owners of projects involving other federal government agencies, including the United States Department of Housing and Urban Development (HUD) and Rural Development. He has valuable experience with the unique reporting requirements for these entities. Adam also provides tax preparation, consulting, cost certification and various agreed-upon procedures services for clients in the real estate industry.

The following is a partial list of the topics Adam covers:

  • What You Should Know About Affordable Housing and Low-Income Housing Tax Credits
  • Understanding the Audit Process
  • Making Sure You Are Compliant With Auditing Standards

Adam has spoken to audiences at:

  • SVA educational seminars

Joel Nettesheim - CPA, CVB, PFS / Principal

Joel Nettesheim

Joel is a principal at SVA Certified Public Accountants, S.C. and member of the Business Advisory Services group. Joel helps clients improve their company profitability and protects their interests by clearly understanding their future goals. He works closely and proactively with clients with an emphasis in business and income tax planning. This approach results in better management of their business and personal assets to help them reach their life goals. Joel is a Certified Value Builder™ (CVB). His expertise with the Value Builder System™ helps businesses develop a strategy to improve the value of their company.

The following is a partial list of the topics Joel covers:

  • How the Selection of Business Entity Impacts Your Taxes
  • Building Company Value Using The Value Builder System™
  • The Eight Key Drivers for Building Business Value
  • Business Exit Planning Strategies
  • Estate Planning - The Power of Trusts
  • Estate Planning - The Dynamics of Estate Planning
  • Financials Made Simple
  • The Business Cycle - Creating The Path To Success

Joel has spoken to audiences at:

  • Milwaukee Bar Association
  • Biz Times Family and Closely Held Business Summit
  • BizStarts Milwaukee
  • Succession Planning Advisors of Wisconsin
  • Business Growth Advisors
  • Diversified Insurance Seminar Series
  • Council of Small Business Executives (COSBE)
  • Sunbelt Business Bankers Seminar Series
  • Metropolitan Builders Association (MBA)
  • Brookfield Chamber of Commerce
  • Various financial institutions
  • Milwaukee Entrepreneurs and Investors Forum
  • SVA Plumb Financial Annual Investment Forum

Jacob Peters - CPA, MST / Principal

Jacob Peters

Jacob is a Principal with Business Advisory Services at SVA Certified Public Accountants, S.C. He uses his experience to provide clients with guidance and consulting in areas such as federal and state income tax planning, debt forgiveness, Roth IRA conversions, energy-efficiency tax incentives, and multi-state tax compliance. His experience working with businesses in the professional services, distribution, construction, retail and real estate industries provide the ability to consult with clients in a variety of areas.

The following is a partial list of the topics Jake covers:

  • Multi-State Tax Planning Strategies
  • Multi-State Tax Compliance and Audit Resolution Strategoes
  • Multi-State Tax Strategies for Professional Service Providers
  • Energy Efficiency Tax Incentives

Jake has spoken to audiences at:

  • Wisconsin Green Building Alliance
  • Roth IRA Conversion Webinars
  • University of Wisconsin-Madison
  • University of Wisconsin-Milwaukee
  • SE2 Conference

Matthew Vanderloo - CPA / Principal

Matthew Vanderloo

Matt is a Principal with SVA Certified Public Accountants, S.C. and a member of SVA’s Healthcare, Dental, and Veterinary Services groups.Matt assists individual and business clients by providing tax preparation and planning as well as consulting and financial statement preparation services. Matt specializes in providing physicians and dentists the financial support they need to grow their practices. His areas of expertise include budgeting to control costs, consulting on revenue generation, and calculating the financial impact of business decisions.

The following is a partial list of the topics Matt covers:

  • Buying and Selling Dental Practices
  • Practice Valuations - What You Need To Know
  • Improving Profitability in Your Dental Practice
  • Tax and Financial Planning For Every Stage of a Physician’s Career
  • Maximize Tax Planning for Dental Practices
  • Maximize Tax Planning for Veterinary Practices
  • Understanding Dental Membership Plans
  • Sales and Use Tax Strategies for Dental Practices
  • Improving Profitability in Your Veterinary Practice
  • Buying and Selling Veterinary Practices

Matt has spoken to audiences at:

  • Brown Door Kewanee Dental Society (Green Bay, WI)
  • 2014 Wisconsin Dental Society InSession (Milwaukee, WI)
  • University of Wisconsin – (Eau Claire, WI)
  • Hospitals and physician groups in Wisconsin
  • Law firms in Wisconsin
  • SVA educational seminars