Michelle Buckley, CPA, AIFA, Vice President, Practice Leader, Benefit Plan Group
Meaden & Moore, Ltd.
Michelle is a Vice President in Meaden & Moore, Ltd.’s Assurance Services Group with over 30 years of public accounting experience serving middle market companies focused on manufacturing, distribution and service industries. Michelle maintains close contact with clients to develop long-term relationships and earn their confidence. As a practice leader of the firm’s employee benefits and consulting practice, Michelle has had extensive experience with qualified benefit plan audits, operational reviews, tax issues and the unique complexities of these engagements. She understands the risks to plan sponsors and continuously offers suggestions for improvement to minimize any potential fiduciary liability. As an Accredited Investment Fiduciary Analyst TM (AIFA®), Michelle also assists in consulting retirement plan sponsors in fiduciary best practices.
Teresa Y. Huang, Partner
Hawkins Parnell & Young, LLP
Teresa is a Partner in Hawkins Parnell & Young, LLP’s Napa office with over 16 years of practice in employee benefits, including employee stock ownership plans and trusts (“ESOPs”) and 401(k) Plans, mergers and acquisitions, and executive compensation. She regularly advises clients with respect to ERISA fiduciary issues related to ESOPs, other employee benefit plans, transactions involving such plans, and corporate tax matters. She represents the plan sponsors of executive compensation and employee benefit plans in a variety of matters, including without limitation, designing and implementing such plans, providing advice and counseling with respect to required and optional plan amendments, plan administration, participant claims for benefits, plan benefit payments, plan termination, Internal Revenue Service audits, and U.S. Department of Labor investigations.