SlideShare a Scribd company logo
Teresa Welsh, CPA, has over thirty years of experience in taxation and real estate consulting, and
five years in venture capital. She is a Certified Public Accountant and is a member of both the
American Institute of Certified Public Accountants (AICPA), Tax Section, and the Michigan Association
of Certified Public Accountants (MACPA). She also holds the Certified Global Management Accountant
(CGMA) designation and is a licensed broker.
She has broad tax, financial, and investment expertise, particularly in real estate investments and
entities that are formed to make such investments, including limited liability companies, limited
partnerships, general partnerships, and S corporations. She is skilled in tax issues and business
decisions related to start-up, operations, financing, restructuring, and dispositions of such entities
and their owners.
Teresa’s professional career started at a big four accounting firm where she serviced Fortune 500,
small business and large real estate investment clients, and held the title of Manger before leaving
to work in the private sector.
Her private sector experience revolves around real estate and has held positions in that field which
include EVP, CFO and Chief Strategy Officer. Her responsibilities include, real estate investment
activity, including new investments, acquisitions, dispositions, refinancing, restructuring and various
other strategic planning issues. In that capacity, she has been actively involved in both stock and
real estate limited liability investments, syndications, bank financing, private placements, insurance
companies and conduits, as well as workouts when problems arise in these investment arenas.
She holds a MBA with High Distinction from the University of Michigan and is a member of two
honorary societies, Beta Alpha Psi and Beta Gamma Sigma.
She has been recognized by the City of Ann Arbor for work in park development (Proclamation of
Appreciation to the Placid Way Park Foundation) and by the City’s Historic District Commission for
work in historic preservation (Historic Preservation Award). She has served on numerous non-profit
boards including CREW-Detroit, the local chapter of CREW Network, and the Humane Society of
Huron Valley, among others. In 2011 and 2012, she headed the steering committee for the formation
of the Dixboro Farmers Market and in 2013 is working on an auto show to benefit the Market.
Teresa Welsh, CPA
Ana Buia, MSA graduate from the University of Michigan-Dearborn with a Bachelor of Business
Administration in Accounting in 2010 and Masters of Science in Accounting in 2011. She is a member
of the honorary society Beta Alpha Psi and the Michigan Women’s Tax Association.
Prior to joining Schultz & Associates, Ana worked in the tax department of a Fortune 500 company.
She has been involved in hundreds of acquisition and disposition transactions involving capital assets.
Currently, she works preparing year end accounting and tax returns for the firm’s business clients.
Ana is a native Romanian and in addition to English, she speaks Romanian and Hungarian. In her
free time, she enjoys participating in road races and spending time with her family and friends. She
is married and resides with her husband, Joe, in Livonia.
Ana Buia, MSA
Jason Lira provides attest services and has served on over 100 engagements which stretch into
multiple industries and multiple states and locations. His ability to translate accounting terminology
for those less familiar with them often makes for a more efficient and less burdensome engagement.
Jason’s audit experience includes non-profits with various missions. He has provided services to
churches, museums, membership organizations, community centers, foundations, charities, and
various service organizations. He has extensive experience working with condominium associations
and home owner associations. His work has helped boards with their compliance requirements under
the Michigan Condominium Act of 1978. He has worked with multiple condominium management
companies and those communities which are self managed.
Jason is a graduate of Central Michigan University with a Bachelors degree in Business
Administration. Jason spends his free time enjoying sports.
Jason Lira
Schultz, cpa firm profile

More Related Content

What's hot

Chris gandy bio
Chris gandy bioChris gandy bio
Chris gandy bio
Pat Maher
 
Dealing With the Small Business Owner
Dealing With the Small Business OwnerDealing With the Small Business Owner
Dealing With the Small Business Owner
Credit Management Association
 
Valuation Trends and Investment Opportunities in the Cannabis Industry
 Valuation Trends and Investment Opportunities in the Cannabis Industry Valuation Trends and Investment Opportunities in the Cannabis Industry
Valuation Trends and Investment Opportunities in the Cannabis Industry
Expert Webcast
 
July 13, 2017: Strategic Solutions to Cross-Border Business Disputes
July 13, 2017: Strategic Solutions to Cross-Border Business DisputesJuly 13, 2017: Strategic Solutions to Cross-Border Business Disputes
July 13, 2017: Strategic Solutions to Cross-Border Business Disputes
Expert Webcast
 
Bio - James S. Douglas
Bio - James S. DouglasBio - James S. Douglas
Bio - James S. Douglas
BakerDonelson
 
O.M.LESLIE_Cover_Linkedin
O.M.LESLIE_Cover_LinkedinO.M.LESLIE_Cover_Linkedin
O.M.LESLIE_Cover_Linkedin
O. Michael Leslie
 
Paris Simone White_ Bio
Paris Simone White_ BioParis Simone White_ Bio
Paris Simone White_ Bio
Paris Simone Bradley
 
Biography Dias 2015
Biography Dias 2015Biography Dias 2015
Biography Dias 2015
Kimberley Dias
 
Caren Levine ELIF Press Release
Caren Levine ELIF Press ReleaseCaren Levine ELIF Press Release
Caren Levine ELIF Press Release
Caren R. Levine
 
Biography
BiographyBiography
Fall Kickoff Presentation
Fall Kickoff PresentationFall Kickoff Presentation
Fall Kickoff Presentation
jahkobie
 
MBAF Welcomes Juan Del Busto as Consulting Advisor
MBAF Welcomes Juan Del Busto as Consulting AdvisorMBAF Welcomes Juan Del Busto as Consulting Advisor
MBAF Welcomes Juan Del Busto as Consulting Advisor
Morrison, Brown, Argiz & Farra, LLC
 
Pittman.doc1
Pittman.doc1Pittman.doc1
Pittman.doc1
Frank Pittman
 
Community Involvement
Community InvolvementCommunity Involvement
Community Involvement
Michelle Long
 
Bio, May 2015
Bio, May 2015Bio, May 2015
Bio, May 2015
Sarah Arthur
 
01.11.2018 Distressed Asset Acquisitions
01.11.2018 Distressed Asset Acquisitions01.11.2018 Distressed Asset Acquisitions
01.11.2018 Distressed Asset Acquisitions
Expert Webcast
 
Omar F. Cordero Biography
Omar F. Cordero BiographyOmar F. Cordero Biography
Omar F. Cordero Biography
StrongerRX USA
 
M&A Risk Allocation: Representations and Warranties Insurance
M&A Risk Allocation: Representations and Warranties InsuranceM&A Risk Allocation: Representations and Warranties Insurance
M&A Risk Allocation: Representations and Warranties Insurance
Expert Webcast
 

What's hot (18)

Chris gandy bio
Chris gandy bioChris gandy bio
Chris gandy bio
 
Dealing With the Small Business Owner
Dealing With the Small Business OwnerDealing With the Small Business Owner
Dealing With the Small Business Owner
 
Valuation Trends and Investment Opportunities in the Cannabis Industry
 Valuation Trends and Investment Opportunities in the Cannabis Industry Valuation Trends and Investment Opportunities in the Cannabis Industry
Valuation Trends and Investment Opportunities in the Cannabis Industry
 
July 13, 2017: Strategic Solutions to Cross-Border Business Disputes
July 13, 2017: Strategic Solutions to Cross-Border Business DisputesJuly 13, 2017: Strategic Solutions to Cross-Border Business Disputes
July 13, 2017: Strategic Solutions to Cross-Border Business Disputes
 
Bio - James S. Douglas
Bio - James S. DouglasBio - James S. Douglas
Bio - James S. Douglas
 
O.M.LESLIE_Cover_Linkedin
O.M.LESLIE_Cover_LinkedinO.M.LESLIE_Cover_Linkedin
O.M.LESLIE_Cover_Linkedin
 
Paris Simone White_ Bio
Paris Simone White_ BioParis Simone White_ Bio
Paris Simone White_ Bio
 
Biography Dias 2015
Biography Dias 2015Biography Dias 2015
Biography Dias 2015
 
Caren Levine ELIF Press Release
Caren Levine ELIF Press ReleaseCaren Levine ELIF Press Release
Caren Levine ELIF Press Release
 
Biography
BiographyBiography
Biography
 
Fall Kickoff Presentation
Fall Kickoff PresentationFall Kickoff Presentation
Fall Kickoff Presentation
 
MBAF Welcomes Juan Del Busto as Consulting Advisor
MBAF Welcomes Juan Del Busto as Consulting AdvisorMBAF Welcomes Juan Del Busto as Consulting Advisor
MBAF Welcomes Juan Del Busto as Consulting Advisor
 
Pittman.doc1
Pittman.doc1Pittman.doc1
Pittman.doc1
 
Community Involvement
Community InvolvementCommunity Involvement
Community Involvement
 
Bio, May 2015
Bio, May 2015Bio, May 2015
Bio, May 2015
 
01.11.2018 Distressed Asset Acquisitions
01.11.2018 Distressed Asset Acquisitions01.11.2018 Distressed Asset Acquisitions
01.11.2018 Distressed Asset Acquisitions
 
Omar F. Cordero Biography
Omar F. Cordero BiographyOmar F. Cordero Biography
Omar F. Cordero Biography
 
M&A Risk Allocation: Representations and Warranties Insurance
M&A Risk Allocation: Representations and Warranties InsuranceM&A Risk Allocation: Representations and Warranties Insurance
M&A Risk Allocation: Representations and Warranties Insurance
 

Viewers also liked

Curriculum Vitae _1
Curriculum Vitae _1Curriculum Vitae _1
Curriculum Vitae _1
Dr.Niranjan Chichuan
 
Using Market Build to Inform Global Product Innovation Decisions
Using Market Build to Inform Global Product Innovation DecisionsUsing Market Build to Inform Global Product Innovation Decisions
Using Market Build to Inform Global Product Innovation Decisions
SKIM
 
Article Review- Ethical investment Process and Outcomes
Article Review- Ethical investment Process and OutcomesArticle Review- Ethical investment Process and Outcomes
Article Review- Ethical investment Process and Outcomes
R K Tiwari Sagar
 
Optimise your recruitment ROI with proxy targeting
Optimise your recruitment ROI with proxy targetingOptimise your recruitment ROI with proxy targeting
Optimise your recruitment ROI with proxy targeting
Maximum Nederland
 
Chris Goundry introduction
Chris Goundry introductionChris Goundry introduction
Chris Goundry introduction
cgoundry
 
Get it right! Use the correct medical terminology to engage your audience
Get it right! Use the correct medical terminology to engage your audienceGet it right! Use the correct medical terminology to engage your audience
Get it right! Use the correct medical terminology to engage your audience
SKIM
 
Q2 2009 Earning Report of H&R Block, Inc.
Q2 2009 Earning Report of H&R Block, Inc.Q2 2009 Earning Report of H&R Block, Inc.
Q2 2009 Earning Report of H&R Block, Inc.
earningreport earningreport
 
Mega Hr Conclave 24th Sep09
Mega Hr Conclave 24th Sep09Mega Hr Conclave 24th Sep09
Mega Hr Conclave 24th Sep09Ekta Saxena
 
198 Crowd Funding Club
198 Crowd Funding Club198 Crowd Funding Club
198 Crowd Funding Club
The Ike Lemuwa Group, LLC
 
22914162 the-indian-contract-act-1872
22914162 the-indian-contract-act-187222914162 the-indian-contract-act-1872
22914162 the-indian-contract-act-1872
shahabaz2823
 
List of countries by system of government
List of countries by system of governmentList of countries by system of government
List of countries by system of government
Lovely Professional University
 
TARGET-2 Securities Platform: Implications for the Post-Trade Arena
TARGET-2 Securities Platform: Implications for the Post-Trade ArenaTARGET-2 Securities Platform: Implications for the Post-Trade Arena
TARGET-2 Securities Platform: Implications for the Post-Trade Arena
Cognizant
 
Q3 Earning Report of BB&T Corporation
Q3 Earning Report of BB&T CorporationQ3 Earning Report of BB&T Corporation
Q3 Earning Report of BB&T Corporation
earningreport earningreport
 
Q3 Earning report of Daimler AG
Q3 Earning report of Daimler AGQ3 Earning report of Daimler AG
Q3 Earning report of Daimler AG
earningreport earningreport
 

Viewers also liked (15)

Curriculum Vitae _1
Curriculum Vitae _1Curriculum Vitae _1
Curriculum Vitae _1
 
Using Market Build to Inform Global Product Innovation Decisions
Using Market Build to Inform Global Product Innovation DecisionsUsing Market Build to Inform Global Product Innovation Decisions
Using Market Build to Inform Global Product Innovation Decisions
 
Article Review- Ethical investment Process and Outcomes
Article Review- Ethical investment Process and OutcomesArticle Review- Ethical investment Process and Outcomes
Article Review- Ethical investment Process and Outcomes
 
Optimise your recruitment ROI with proxy targeting
Optimise your recruitment ROI with proxy targetingOptimise your recruitment ROI with proxy targeting
Optimise your recruitment ROI with proxy targeting
 
Chris Goundry introduction
Chris Goundry introductionChris Goundry introduction
Chris Goundry introduction
 
Get it right! Use the correct medical terminology to engage your audience
Get it right! Use the correct medical terminology to engage your audienceGet it right! Use the correct medical terminology to engage your audience
Get it right! Use the correct medical terminology to engage your audience
 
Q2 2009 Earning Report of H&R Block, Inc.
Q2 2009 Earning Report of H&R Block, Inc.Q2 2009 Earning Report of H&R Block, Inc.
Q2 2009 Earning Report of H&R Block, Inc.
 
Mega Hr Conclave 24th Sep09
Mega Hr Conclave 24th Sep09Mega Hr Conclave 24th Sep09
Mega Hr Conclave 24th Sep09
 
198 Crowd Funding Club
198 Crowd Funding Club198 Crowd Funding Club
198 Crowd Funding Club
 
22914162 the-indian-contract-act-1872
22914162 the-indian-contract-act-187222914162 the-indian-contract-act-1872
22914162 the-indian-contract-act-1872
 
List of countries by system of government
List of countries by system of governmentList of countries by system of government
List of countries by system of government
 
TARGET-2 Securities Platform: Implications for the Post-Trade Arena
TARGET-2 Securities Platform: Implications for the Post-Trade ArenaTARGET-2 Securities Platform: Implications for the Post-Trade Arena
TARGET-2 Securities Platform: Implications for the Post-Trade Arena
 
Q3 Earning Report of BB&T Corporation
Q3 Earning Report of BB&T CorporationQ3 Earning Report of BB&T Corporation
Q3 Earning Report of BB&T Corporation
 
Q3 Earning report of Daimler AG
Q3 Earning report of Daimler AGQ3 Earning report of Daimler AG
Q3 Earning report of Daimler AG
 
Q3 2009 Earning Report of Banco Santander S.A.
Q3 2009 Earning Report of Banco Santander S.A.Q3 2009 Earning Report of Banco Santander S.A.
Q3 2009 Earning Report of Banco Santander S.A.
 

Similar to Schultz, cpa firm profile

BNY Mellon Presentation 01.25.16
BNY Mellon Presentation 01.25.16BNY Mellon Presentation 01.25.16
BNY Mellon Presentation 01.25.16
Al Mueller
 
Gt Credentials
Gt CredentialsGt Credentials
Gt Credentials
Jeepeto2005
 
WHAT BUSINESS OWNERS NEED TO KNOW ABOUT SUCCESSFULLY TRANSITIONING THEIR COMPANY
WHAT BUSINESS OWNERS NEED TO KNOW ABOUT SUCCESSFULLY TRANSITIONING THEIR COMPANYWHAT BUSINESS OWNERS NEED TO KNOW ABOUT SUCCESSFULLY TRANSITIONING THEIR COMPANY
WHAT BUSINESS OWNERS NEED TO KNOW ABOUT SUCCESSFULLY TRANSITIONING THEIR COMPANY
Expert Webcast
 
Firm Overview.AHIA.ResponsibleAdvisors.com
Firm Overview.AHIA.ResponsibleAdvisors.comFirm Overview.AHIA.ResponsibleAdvisors.com
Firm Overview.AHIA.ResponsibleAdvisors.com
Noelle Matthews
 
RE Weekly 6.25.13
RE Weekly 6.25.13RE Weekly 6.25.13
RE Weekly 6.25.13
Erica Kim
 
TrustedAdvisors_SFV_20150824
TrustedAdvisors_SFV_20150824TrustedAdvisors_SFV_20150824
TrustedAdvisors_SFV_20150824
Danone Simpson
 
Annual Report for 2015 ACM (prin_2015_09_22)
Annual Report for 2015 ACM (prin_2015_09_22)Annual Report for 2015 ACM (prin_2015_09_22)
Annual Report for 2015 ACM (prin_2015_09_22)
Cheng Lin, P.Eng.
 
This is caring support's executive team and advisory board
This is caring support's executive team and advisory boardThis is caring support's executive team and advisory board
This is caring support's executive team and advisory board
Net360
 
Alternatives for a Distressed Company in Apparel and Retail
Alternatives for a Distressed Company in Apparel and RetailAlternatives for a Distressed Company in Apparel and Retail
Alternatives for a Distressed Company in Apparel and Retail
Expert Webcast
 
5 9 presentation final 1
5 9 presentation final 15 9 presentation final 1
5 9 presentation final 1
Expert Webcast
 
Alternatives for a Distressed Company in Apparel and Retail
Alternatives for a Distressed Company in Apparel and RetailAlternatives for a Distressed Company in Apparel and Retail
Alternatives for a Distressed Company in Apparel and Retail
Expert Webcast
 
Managing Different Shareholder Constituencies in a Private Company Sale Process
Managing Different Shareholder Constituencies in a Private Company Sale ProcessManaging Different Shareholder Constituencies in a Private Company Sale Process
Managing Different Shareholder Constituencies in a Private Company Sale Process
Expert Webcast
 
Family Owned Business Exit Strategy
Family Owned Business Exit StrategyFamily Owned Business Exit Strategy
Family Owned Business Exit Strategy
Expert Webcast
 
Family owned business exit strategy
Family owned business exit strategyFamily owned business exit strategy
Family owned business exit strategy
Anna Spektor
 
Family Owned Business Exit Strategy
Family Owned Business Exit StrategyFamily Owned Business Exit Strategy
Family Owned Business Exit Strategy
Expert Webcast
 
REI VIetnam 2016 Team Bio
REI VIetnam 2016 Team BioREI VIetnam 2016 Team Bio
REI VIetnam 2016 Team Bio
Duong Quy Nguyen
 
Landmark_ManagingLegacy_F
Landmark_ManagingLegacy_FLandmark_ManagingLegacy_F
Landmark_ManagingLegacy_F
Camille Block
 
Whig 2 22
Whig 2 22Whig 2 22
Whig 2 22
millerem
 
Trends and Transactions in Hemp
Trends and Transactions in HempTrends and Transactions in Hemp
Trends and Transactions in Hemp
Expert Webcast
 
Meet Your Our Two Cents Podcast Co-Hosts!
Meet Your Our Two Cents Podcast Co-Hosts!Meet Your Our Two Cents Podcast Co-Hosts!
Meet Your Our Two Cents Podcast Co-Hosts!
Shannon Eckroth
 

Similar to Schultz, cpa firm profile (20)

BNY Mellon Presentation 01.25.16
BNY Mellon Presentation 01.25.16BNY Mellon Presentation 01.25.16
BNY Mellon Presentation 01.25.16
 
Gt Credentials
Gt CredentialsGt Credentials
Gt Credentials
 
WHAT BUSINESS OWNERS NEED TO KNOW ABOUT SUCCESSFULLY TRANSITIONING THEIR COMPANY
WHAT BUSINESS OWNERS NEED TO KNOW ABOUT SUCCESSFULLY TRANSITIONING THEIR COMPANYWHAT BUSINESS OWNERS NEED TO KNOW ABOUT SUCCESSFULLY TRANSITIONING THEIR COMPANY
WHAT BUSINESS OWNERS NEED TO KNOW ABOUT SUCCESSFULLY TRANSITIONING THEIR COMPANY
 
Firm Overview.AHIA.ResponsibleAdvisors.com
Firm Overview.AHIA.ResponsibleAdvisors.comFirm Overview.AHIA.ResponsibleAdvisors.com
Firm Overview.AHIA.ResponsibleAdvisors.com
 
RE Weekly 6.25.13
RE Weekly 6.25.13RE Weekly 6.25.13
RE Weekly 6.25.13
 
TrustedAdvisors_SFV_20150824
TrustedAdvisors_SFV_20150824TrustedAdvisors_SFV_20150824
TrustedAdvisors_SFV_20150824
 
Annual Report for 2015 ACM (prin_2015_09_22)
Annual Report for 2015 ACM (prin_2015_09_22)Annual Report for 2015 ACM (prin_2015_09_22)
Annual Report for 2015 ACM (prin_2015_09_22)
 
This is caring support's executive team and advisory board
This is caring support's executive team and advisory boardThis is caring support's executive team and advisory board
This is caring support's executive team and advisory board
 
Alternatives for a Distressed Company in Apparel and Retail
Alternatives for a Distressed Company in Apparel and RetailAlternatives for a Distressed Company in Apparel and Retail
Alternatives for a Distressed Company in Apparel and Retail
 
5 9 presentation final 1
5 9 presentation final 15 9 presentation final 1
5 9 presentation final 1
 
Alternatives for a Distressed Company in Apparel and Retail
Alternatives for a Distressed Company in Apparel and RetailAlternatives for a Distressed Company in Apparel and Retail
Alternatives for a Distressed Company in Apparel and Retail
 
Managing Different Shareholder Constituencies in a Private Company Sale Process
Managing Different Shareholder Constituencies in a Private Company Sale ProcessManaging Different Shareholder Constituencies in a Private Company Sale Process
Managing Different Shareholder Constituencies in a Private Company Sale Process
 
Family Owned Business Exit Strategy
Family Owned Business Exit StrategyFamily Owned Business Exit Strategy
Family Owned Business Exit Strategy
 
Family owned business exit strategy
Family owned business exit strategyFamily owned business exit strategy
Family owned business exit strategy
 
Family Owned Business Exit Strategy
Family Owned Business Exit StrategyFamily Owned Business Exit Strategy
Family Owned Business Exit Strategy
 
REI VIetnam 2016 Team Bio
REI VIetnam 2016 Team BioREI VIetnam 2016 Team Bio
REI VIetnam 2016 Team Bio
 
Landmark_ManagingLegacy_F
Landmark_ManagingLegacy_FLandmark_ManagingLegacy_F
Landmark_ManagingLegacy_F
 
Whig 2 22
Whig 2 22Whig 2 22
Whig 2 22
 
Trends and Transactions in Hemp
Trends and Transactions in HempTrends and Transactions in Hemp
Trends and Transactions in Hemp
 
Meet Your Our Two Cents Podcast Co-Hosts!
Meet Your Our Two Cents Podcast Co-Hosts!Meet Your Our Two Cents Podcast Co-Hosts!
Meet Your Our Two Cents Podcast Co-Hosts!
 

Recently uploaded

Observation Lab PowerPoint Assignment for TEM 431
Observation Lab PowerPoint Assignment for TEM 431Observation Lab PowerPoint Assignment for TEM 431
Observation Lab PowerPoint Assignment for TEM 431
ecamare2
 
The 10 Most Influential Leaders Guiding Corporate Evolution, 2024.pdf
The 10 Most Influential Leaders Guiding Corporate Evolution, 2024.pdfThe 10 Most Influential Leaders Guiding Corporate Evolution, 2024.pdf
The 10 Most Influential Leaders Guiding Corporate Evolution, 2024.pdf
thesiliconleaders
 
Company Valuation webinar series - Tuesday, 4 June 2024
Company Valuation webinar series - Tuesday, 4 June 2024Company Valuation webinar series - Tuesday, 4 June 2024
Company Valuation webinar series - Tuesday, 4 June 2024
FelixPerez547899
 
一比一原版新西兰奥塔哥大学毕业证(otago毕业证)如何办理
一比一原版新西兰奥塔哥大学毕业证(otago毕业证)如何办理一比一原版新西兰奥塔哥大学毕业证(otago毕业证)如何办理
一比一原版新西兰奥塔哥大学毕业证(otago毕业证)如何办理
taqyea
 
Unveiling the Dynamic Personalities, Key Dates, and Horoscope Insights: Gemin...
Unveiling the Dynamic Personalities, Key Dates, and Horoscope Insights: Gemin...Unveiling the Dynamic Personalities, Key Dates, and Horoscope Insights: Gemin...
Unveiling the Dynamic Personalities, Key Dates, and Horoscope Insights: Gemin...
my Pandit
 
Income Tax exemption for Start up : Section 80 IAC
Income Tax  exemption for Start up : Section 80 IACIncome Tax  exemption for Start up : Section 80 IAC
Income Tax exemption for Start up : Section 80 IAC
CA Dr. Prithvi Ranjan Parhi
 
Innovation Management Frameworks: Your Guide to Creativity & Innovation
Innovation Management Frameworks: Your Guide to Creativity & InnovationInnovation Management Frameworks: Your Guide to Creativity & Innovation
Innovation Management Frameworks: Your Guide to Creativity & Innovation
Operational Excellence Consulting
 
Best practices for project execution and delivery
Best practices for project execution and deliveryBest practices for project execution and delivery
Best practices for project execution and delivery
CLIVE MINCHIN
 
How are Lilac French Bulldogs Beauty Charming the World and Capturing Hearts....
How are Lilac French Bulldogs Beauty Charming the World and Capturing Hearts....How are Lilac French Bulldogs Beauty Charming the World and Capturing Hearts....
How are Lilac French Bulldogs Beauty Charming the World and Capturing Hearts....
Lacey Max
 
amptalk_RecruitingDeck_english_2024.06.05
amptalk_RecruitingDeck_english_2024.06.05amptalk_RecruitingDeck_english_2024.06.05
amptalk_RecruitingDeck_english_2024.06.05
marketing317746
 
Best Forex Brokers Comparison in INDIA 2024
Best Forex Brokers Comparison in INDIA 2024Best Forex Brokers Comparison in INDIA 2024
Best Forex Brokers Comparison in INDIA 2024
Top Forex Brokers Review
 
-- June 2024 is National Volunteer Month --
-- June 2024 is National Volunteer Month ---- June 2024 is National Volunteer Month --
-- June 2024 is National Volunteer Month --
NZSG
 
2022 Vintage Roman Numerals Men Rings
2022 Vintage Roman  Numerals  Men  Rings2022 Vintage Roman  Numerals  Men  Rings
2022 Vintage Roman Numerals Men Rings
aragme
 
Event Report - SAP Sapphire 2024 Orlando - lots of innovation and old challenges
Event Report - SAP Sapphire 2024 Orlando - lots of innovation and old challengesEvent Report - SAP Sapphire 2024 Orlando - lots of innovation and old challenges
Event Report - SAP Sapphire 2024 Orlando - lots of innovation and old challenges
Holger Mueller
 
Mastering B2B Payments Webinar from BlueSnap
Mastering B2B Payments Webinar from BlueSnapMastering B2B Payments Webinar from BlueSnap
Mastering B2B Payments Webinar from BlueSnap
Norma Mushkat Gaffin
 
Taurus Zodiac Sign: Unveiling the Traits, Dates, and Horoscope Insights of th...
Taurus Zodiac Sign: Unveiling the Traits, Dates, and Horoscope Insights of th...Taurus Zodiac Sign: Unveiling the Traits, Dates, and Horoscope Insights of th...
Taurus Zodiac Sign: Unveiling the Traits, Dates, and Horoscope Insights of th...
my Pandit
 
Top mailing list providers in the USA.pptx
Top mailing list providers in the USA.pptxTop mailing list providers in the USA.pptx
Top mailing list providers in the USA.pptx
JeremyPeirce1
 
BeMetals Investor Presentation_June 1, 2024.pdf
BeMetals Investor Presentation_June 1, 2024.pdfBeMetals Investor Presentation_June 1, 2024.pdf
BeMetals Investor Presentation_June 1, 2024.pdf
DerekIwanaka1
 
How to Implement a Strategy: Transform Your Strategy with BSC Designer's Comp...
How to Implement a Strategy: Transform Your Strategy with BSC Designer's Comp...How to Implement a Strategy: Transform Your Strategy with BSC Designer's Comp...
How to Implement a Strategy: Transform Your Strategy with BSC Designer's Comp...
Aleksey Savkin
 
Digital Marketing with a Focus on Sustainability
Digital Marketing with a Focus on SustainabilityDigital Marketing with a Focus on Sustainability
Digital Marketing with a Focus on Sustainability
sssourabhsharma
 

Recently uploaded (20)

Observation Lab PowerPoint Assignment for TEM 431
Observation Lab PowerPoint Assignment for TEM 431Observation Lab PowerPoint Assignment for TEM 431
Observation Lab PowerPoint Assignment for TEM 431
 
The 10 Most Influential Leaders Guiding Corporate Evolution, 2024.pdf
The 10 Most Influential Leaders Guiding Corporate Evolution, 2024.pdfThe 10 Most Influential Leaders Guiding Corporate Evolution, 2024.pdf
The 10 Most Influential Leaders Guiding Corporate Evolution, 2024.pdf
 
Company Valuation webinar series - Tuesday, 4 June 2024
Company Valuation webinar series - Tuesday, 4 June 2024Company Valuation webinar series - Tuesday, 4 June 2024
Company Valuation webinar series - Tuesday, 4 June 2024
 
一比一原版新西兰奥塔哥大学毕业证(otago毕业证)如何办理
一比一原版新西兰奥塔哥大学毕业证(otago毕业证)如何办理一比一原版新西兰奥塔哥大学毕业证(otago毕业证)如何办理
一比一原版新西兰奥塔哥大学毕业证(otago毕业证)如何办理
 
Unveiling the Dynamic Personalities, Key Dates, and Horoscope Insights: Gemin...
Unveiling the Dynamic Personalities, Key Dates, and Horoscope Insights: Gemin...Unveiling the Dynamic Personalities, Key Dates, and Horoscope Insights: Gemin...
Unveiling the Dynamic Personalities, Key Dates, and Horoscope Insights: Gemin...
 
Income Tax exemption for Start up : Section 80 IAC
Income Tax  exemption for Start up : Section 80 IACIncome Tax  exemption for Start up : Section 80 IAC
Income Tax exemption for Start up : Section 80 IAC
 
Innovation Management Frameworks: Your Guide to Creativity & Innovation
Innovation Management Frameworks: Your Guide to Creativity & InnovationInnovation Management Frameworks: Your Guide to Creativity & Innovation
Innovation Management Frameworks: Your Guide to Creativity & Innovation
 
Best practices for project execution and delivery
Best practices for project execution and deliveryBest practices for project execution and delivery
Best practices for project execution and delivery
 
How are Lilac French Bulldogs Beauty Charming the World and Capturing Hearts....
How are Lilac French Bulldogs Beauty Charming the World and Capturing Hearts....How are Lilac French Bulldogs Beauty Charming the World and Capturing Hearts....
How are Lilac French Bulldogs Beauty Charming the World and Capturing Hearts....
 
amptalk_RecruitingDeck_english_2024.06.05
amptalk_RecruitingDeck_english_2024.06.05amptalk_RecruitingDeck_english_2024.06.05
amptalk_RecruitingDeck_english_2024.06.05
 
Best Forex Brokers Comparison in INDIA 2024
Best Forex Brokers Comparison in INDIA 2024Best Forex Brokers Comparison in INDIA 2024
Best Forex Brokers Comparison in INDIA 2024
 
-- June 2024 is National Volunteer Month --
-- June 2024 is National Volunteer Month ---- June 2024 is National Volunteer Month --
-- June 2024 is National Volunteer Month --
 
2022 Vintage Roman Numerals Men Rings
2022 Vintage Roman  Numerals  Men  Rings2022 Vintage Roman  Numerals  Men  Rings
2022 Vintage Roman Numerals Men Rings
 
Event Report - SAP Sapphire 2024 Orlando - lots of innovation and old challenges
Event Report - SAP Sapphire 2024 Orlando - lots of innovation and old challengesEvent Report - SAP Sapphire 2024 Orlando - lots of innovation and old challenges
Event Report - SAP Sapphire 2024 Orlando - lots of innovation and old challenges
 
Mastering B2B Payments Webinar from BlueSnap
Mastering B2B Payments Webinar from BlueSnapMastering B2B Payments Webinar from BlueSnap
Mastering B2B Payments Webinar from BlueSnap
 
Taurus Zodiac Sign: Unveiling the Traits, Dates, and Horoscope Insights of th...
Taurus Zodiac Sign: Unveiling the Traits, Dates, and Horoscope Insights of th...Taurus Zodiac Sign: Unveiling the Traits, Dates, and Horoscope Insights of th...
Taurus Zodiac Sign: Unveiling the Traits, Dates, and Horoscope Insights of th...
 
Top mailing list providers in the USA.pptx
Top mailing list providers in the USA.pptxTop mailing list providers in the USA.pptx
Top mailing list providers in the USA.pptx
 
BeMetals Investor Presentation_June 1, 2024.pdf
BeMetals Investor Presentation_June 1, 2024.pdfBeMetals Investor Presentation_June 1, 2024.pdf
BeMetals Investor Presentation_June 1, 2024.pdf
 
How to Implement a Strategy: Transform Your Strategy with BSC Designer's Comp...
How to Implement a Strategy: Transform Your Strategy with BSC Designer's Comp...How to Implement a Strategy: Transform Your Strategy with BSC Designer's Comp...
How to Implement a Strategy: Transform Your Strategy with BSC Designer's Comp...
 
Digital Marketing with a Focus on Sustainability
Digital Marketing with a Focus on SustainabilityDigital Marketing with a Focus on Sustainability
Digital Marketing with a Focus on Sustainability
 

Schultz, cpa firm profile

  • 1.
  • 2.
  • 3.
  • 4.
  • 5.
  • 6.
  • 7.
  • 8.
  • 9. Teresa Welsh, CPA, has over thirty years of experience in taxation and real estate consulting, and five years in venture capital. She is a Certified Public Accountant and is a member of both the American Institute of Certified Public Accountants (AICPA), Tax Section, and the Michigan Association of Certified Public Accountants (MACPA). She also holds the Certified Global Management Accountant (CGMA) designation and is a licensed broker. She has broad tax, financial, and investment expertise, particularly in real estate investments and entities that are formed to make such investments, including limited liability companies, limited partnerships, general partnerships, and S corporations. She is skilled in tax issues and business decisions related to start-up, operations, financing, restructuring, and dispositions of such entities and their owners. Teresa’s professional career started at a big four accounting firm where she serviced Fortune 500, small business and large real estate investment clients, and held the title of Manger before leaving to work in the private sector. Her private sector experience revolves around real estate and has held positions in that field which include EVP, CFO and Chief Strategy Officer. Her responsibilities include, real estate investment activity, including new investments, acquisitions, dispositions, refinancing, restructuring and various other strategic planning issues. In that capacity, she has been actively involved in both stock and real estate limited liability investments, syndications, bank financing, private placements, insurance companies and conduits, as well as workouts when problems arise in these investment arenas. She holds a MBA with High Distinction from the University of Michigan and is a member of two honorary societies, Beta Alpha Psi and Beta Gamma Sigma. She has been recognized by the City of Ann Arbor for work in park development (Proclamation of Appreciation to the Placid Way Park Foundation) and by the City’s Historic District Commission for work in historic preservation (Historic Preservation Award). She has served on numerous non-profit boards including CREW-Detroit, the local chapter of CREW Network, and the Humane Society of Huron Valley, among others. In 2011 and 2012, she headed the steering committee for the formation of the Dixboro Farmers Market and in 2013 is working on an auto show to benefit the Market. Teresa Welsh, CPA
  • 10.
  • 11. Ana Buia, MSA graduate from the University of Michigan-Dearborn with a Bachelor of Business Administration in Accounting in 2010 and Masters of Science in Accounting in 2011. She is a member of the honorary society Beta Alpha Psi and the Michigan Women’s Tax Association. Prior to joining Schultz & Associates, Ana worked in the tax department of a Fortune 500 company. She has been involved in hundreds of acquisition and disposition transactions involving capital assets. Currently, she works preparing year end accounting and tax returns for the firm’s business clients. Ana is a native Romanian and in addition to English, she speaks Romanian and Hungarian. In her free time, she enjoys participating in road races and spending time with her family and friends. She is married and resides with her husband, Joe, in Livonia. Ana Buia, MSA Jason Lira provides attest services and has served on over 100 engagements which stretch into multiple industries and multiple states and locations. His ability to translate accounting terminology for those less familiar with them often makes for a more efficient and less burdensome engagement. Jason’s audit experience includes non-profits with various missions. He has provided services to churches, museums, membership organizations, community centers, foundations, charities, and various service organizations. He has extensive experience working with condominium associations and home owner associations. His work has helped boards with their compliance requirements under the Michigan Condominium Act of 1978. He has worked with multiple condominium management companies and those communities which are self managed. Jason is a graduate of Central Michigan University with a Bachelors degree in Business Administration. Jason spends his free time enjoying sports. Jason Lira