Shanyn Stewart began her career with General Electric as one of two accountant/advisors that worked directly with GE employees and executives to mitigate taxation throughout the county. She has worked with 28 of the different GE business presidents since that time. In 1996 she started Advanced Accounting to assist clients apply those principles she learned at GE to assist in reducing their tax liability.
In addition to her Life, Health and Variable Contracts, Shanyn holds Series 6, Series 7, Series 63 and 65 licenses. Shanyn holds an Associates in Accounting, a Bachelor’s Degree in Management and Organizational Development and Accounting, and a Master’s in Forensic Accounting. She is a Certified Senior Advisor and Certified Acceptance Agent with the IRS. In 2008 Shanyn was accepted into the non-profit Heartland Institute of Financial Education as a Certified Financial Educator, and in 2017 Shanyn will earn the designation as Enrolled Agent with the IRS. In May 2017 Shanyn will receive her designation as a Certified Tax Master. This designation is for CPA’s and EA’s (Enrolled Agents) and is held by those that demonstrate the highest understanding of tax planning strategies.
Shanyn is the author of, “The 10 Most Expensive Tax Mistakes That Cost Business Owners Thousands” and her personal journey titled, “Forty Days and Forty Nights” will be published by Random House in Fall 2017.
Edward Lyons, JD, CTM – Tax Strategist
Ed is an authority on tax planning – Ed leads the effort in ensuring that the latest tax practices are researched and provided to all members. Shanyn Stewart partnered with Ed in 2015 to bring an expert tax strategist to Advanced Accounting. Ed has written seven books on tax and financial planning, and is a sought-after speaker to accountants, financial professionals, and business owners throughout the country. He has appeared on over 300 radio and television broadcasts, with over two dozen national television appearances, including interviews on CNN, Fox News, MSNBC, and CNBC.
Amani Ahmed, CPA, MST
Amani Ahmed has over 13 years’ experience in management, tax, and accounting. She is a licensed Certified Public Accountant and worked for Reznick Group, a top 10 national public accounting firm in the country, as its Senior Tax Consultant for 7 years. Her time at Reznick Group helped hone her accounting and management skills as part of her responsibilities including being a tax advisor to Resnick’s high net worth clients. She graduated with a Bachelor’s Degree in Business from Bowie State University and a Master’s Degree in Science and Taxation from the American University. In 2017, Shanyn Stewart and Amani Ahmed will be launching the Tax Practice Academy that offers advanced tax planning training to other tax professionals.
Sherry Hall – Lead Accountant
Before coming to Advanced Accounting Sherry serviced as a lead accountant for 5 years before becoming Comptroller at Sharon Manufacturing a Tier One Auto Supplier, a position she held for 20 years. Sherry’s specialization is in Corporate tax and assists clients in structuring their bookkeeping and accounting systems. She is a graduate of Monroe County Community College with a degree in Accounting.
Illyce Lockrey – Payroll Specialist
Illyce Lockrey is a staff accountant and tax preparer. She handles the payroll service needs of the clients at Advanced Accounting. Before coming to Advanced Accounting, she was employed by the Lazy Boy Corporation as a staff accountant. Illyce has a Bachelor’s in Accounting and a Master’s in Accounting from Lourdes University.
Kevin Olander – Staff Accountant
Kevin Olander is a staff accountant and handles the implementation process for tax planning clients. Before coming to Advanced Accounting Kevin was employed by Fifth Third Bank for 15 years. He holds a Bachelor’s degree in Accounting and is currently preparing to sit for his CPA exam in 2017.
Ed Lloyd, CPA, PFS, CTC – Captive Management
Ed Lloyd assists clients in the formation and management of closely held insurance companies. He completes the construction, implementation, and tax preparation of Captives for clients.
John Hock, CPA (retired)
Prior to coming to Advanced Accounting John owned his own CPA practice for 30 years. John works part time during the year assisting in tax preparation and accounting.
Joseph Harmon – College Planning Specialist
A graduate of the University of Notre Dame, Joe’s financial career started at The Northern Trust Company in 2006. He went on to become technical coordinator of the team responsible for the daily valuation of multi-national pension funds. In 2011, with Joe’s aspiration to help individuals and families achieve their own meaningful definition of financial success, he joined a major Wall Street firm as a financial advisor. Joe handles all college planning needs for the clients at Advanced Accounting.