Elizabeth Zeldes, Cpa
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Elizabeth Zeldes, Cpa Email & Phone Number

Training and Financial Literacy at Elizabeth Zeldes, CPA
Location: Grand Rapids, Michigan, United States 7 work roles 1 school
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Current company
Elizabeth Zeldes, CPA
Role
Training and Financial Literacy
Location
Grand Rapids, Michigan, United States
Company size
851 employees

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Elizabeth Zeldes, Cpa is listed as Training and Financial Literacy at Elizabeth Zeldes, CPA, a with 851 employees, based in Grand Rapids, Michigan, United States. AeroLeads shows a matched LinkedIn profile for Elizabeth Zeldes, Cpa.

Elizabeth Zeldes, Cpa previously worked as Tax and Advisory Manager at Rehmann and Manager, CPA for Seniors at Cpa For Seniors At Rivertown Finance. Elizabeth Zeldes, Cpa holds Bachelor’S Degree, Accounting, Valedictorian, Haslam College Of Business from University Of Tennessee, Knoxville.

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Profile bio

About Elizabeth Zeldes, Cpa

My focus is to offer clients a personal connection along with the technical expertise they need and shift as much of the burden as possible from their shoulders to mine. I am passionate about working with older adults and their families to best navigate challenges and plan for the future. I enjoy passing on my knowledge by presenting to and training other professionals as well as consumers. I'm a perennial student with a love of learning, new experiences, travel and college football.

Listed skills include Leadership, Tax, Strategic Financial Planning, Team Building, and 12 others.

Current workplace

Elizabeth Zeldes, Cpa's current company

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Elizabeth Zeldes, CPA
Elizabeth Zeldes, Cpa
Training and Financial Literacy
Grand Rapids, MI, US
Website
rehmann.com
Employees
851
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7 roles · 46 years

Elizabeth Zeldes, Cpa work experience

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Training And Financial Literacy

Elizabeth Zeldes, Cpa

Grand Rapids, Mi, Us

Tax And Advisory Manager

Current
Rehmann

Grand Rapids, Michigan, United States

Dec 2022 - Present

Training And Financial Literacy

Current
Elizabeth Zeldes, Cpa

American Association of Daily Money Managers national conference, November 2021 Webinar on Navigating the Money Maze for Older Adults, January 2021 American Association of Daily Money Managers national conference, “Communicating with and Working with Clients with Dementia” November 2017American Society on Aging national conference, "Financial Capacity & Preventing Exploitation: The Role of Daily Money Managers on the Senior Care Team” with Peter Lichtenberg, PhD and Suzann Ogland-Hand, PhD; March 2018National webinar for American Association of Daily Money Managers: “Being There for Long-Standing Clients with Dementia: How to Prepare for Changes” May 2018Television appearances on financial exploitation of older adults - WZZM 13 Senior Wellness program October 25, 2016; October 10, 2017Grand Valley State University Art & Science of Aging Conference, “Daily Money Managers: Helping Seniors Stay Independent and Secure” February 2017Grand Valley State University Art & Science of Aging Conference, “Proceed with Caution: Scams, Schemes & Swindles” February 2015Institute of Continuing Legal Education Elder Law conference, “Interactive Financial and Tax Planning” September 2017Institute of Continuing Legal Education Elder Law conference, “Financial Planning and Elder Law” September 2016

2007 - Present ~19 yrs 7 mos

Manager, Cpa For Seniors

Cpa For Seniors At Rivertown Finance
Dec 2020 - Jan 2023

Daily Money Management & Accounting Consultant

Elizabeth Zeldes, Cpa, Cdmm®

Advising daily money mangers and accounting firms on individual and fiduciary tax issues, trust and estate accounting, forensic engagements & court reporting, working with clients with dementia, marketing, strategic planning. Writing and presenting trainings on financial literacy, daily money management, tax, working with estates and trusts, financial tools for older adults.

Nov 2017 - Dec 2020

Owner And Founder

Cpa For Seniors

Greater Grand Rapids, Michigan Area

Founded first stand alone eldercare CPA firm in the region built it at a rate of 25% per year for the last ten years Managed all business operations, including talent hiring, training and supervision; print and online marketing and networking; internal processes and procedures Prepared or reviewed personal accountings totaling over 2,500 transactions per year plus 60 trust and estate accountings, fiduciary tax returns, or individual income tax returns Developed, proposed and launched new program to provide daily money management services to low-income seniors through local government grant

Jan 2005 - Nov 2017
Team & coworkers

Colleagues at Elizabeth Zeldes, CPA

Other employees you can reach at rehmann.com. View company contacts for 851 employees →

JP Jolina Pejoro Jolina Pejoro Colleague at Elizabeth Zeldes, CpaValenzuela, National Capital Region, Philippines View → CD Carmen D Hernandez Carmen D Hernandez Colleague at Elizabeth Zeldes, CpaMiami, Florida, United States View → LS Lindsey Scj Lindsey Scj Colleague at Elizabeth Zeldes, CpaAkron, Ohio, United States View → TC Taylor Carlson Taylor Carlson Colleague at Elizabeth Zeldes, CpaUnited States View → DG Debbie Gossman, Cpa Cgma Debbie Gossman, Cpa Cgma Colleague at Elizabeth Zeldes, CpaToledo, Ohio, United States View → TM Tracy Marrin Tracy Marrin Colleague at Elizabeth Zeldes, CpaAnn Arbor, Michigan, United States View → KS Konrad Schweitzer Konrad Schweitzer Colleague at Elizabeth Zeldes, CpaDetroit Metropolitan Area, United States View → WL William Love William Love Colleague at Elizabeth Zeldes, CpaGrand Rapids, Michigan, United States View → PL Paulette Lenk Paulette Lenk Colleague at Elizabeth Zeldes, CpaSaginaw, Michigan, United States View → JS Joe Sarnicola - Cams, Ccbco Joe Sarnicola - Cams, Ccbco Colleague at Elizabeth Zeldes, CpaGrand Rapids, Michigan, United States View →
1 education record

Elizabeth Zeldes, Cpa education

FAQ

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What company does Elizabeth Zeldes, Cpa work for?

Elizabeth Zeldes, Cpa works for Elizabeth Zeldes, CPA.

What is Elizabeth Zeldes, Cpa's role at Elizabeth Zeldes, CPA?

Elizabeth Zeldes, Cpa is listed as Training and Financial Literacy at Elizabeth Zeldes, CPA.

Where is Elizabeth Zeldes, Cpa based?

Elizabeth Zeldes, Cpa is based in Grand Rapids, Michigan, United States while working with Elizabeth Zeldes, CPA.

What companies has Elizabeth Zeldes, Cpa worked for?

Elizabeth Zeldes, Cpa has worked for Elizabeth Zeldes, Cpa, Rehmann, Cpa For Seniors At Rivertown Finance, Elizabeth Zeldes, Cpa, Cdmm®, and Cpa For Seniors.

Who are Elizabeth Zeldes, Cpa's colleagues at Elizabeth Zeldes, CPA?

Elizabeth Zeldes, Cpa's colleagues at Elizabeth Zeldes, CPA include Jolina Pejoro, Carmen D Hernandez, Lindsey Scj, Taylor Carlson, and Debbie Gossman, Cpa Cgma.

How can I contact Elizabeth Zeldes, Cpa?

You can use AeroLeads to view verified contact signals for Elizabeth Zeldes, Cpa at Elizabeth Zeldes, CPA, including work email, phone, and LinkedIn data when available.

What schools did Elizabeth Zeldes, Cpa attend?

Elizabeth Zeldes, Cpa holds Bachelor’S Degree, Accounting, Valedictorian, Haslam College Of Business from University Of Tennessee, Knoxville.

What skills is Elizabeth Zeldes, Cpa known for?

Elizabeth Zeldes, Cpa is listed with skills including Leadership, Tax, Strategic Financial Planning, Team Building, Management, Cpa, Public Speaking, and Accounting.

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