Tax planning can be overwhelming to navigate so Jennifer was here to talk about how to plan for both your personal and business taxes. She discussed topics such as how to take advantage of the tax laws, old and new to get the deepest reduction that you are entitled to, and how to make sure you’re taking advantage of your retirement plan. She also answered business tax questions, such as what’s your choice of entity for your business? How does the PPP Loan work? And what advantages can I take if I am just an employee and do not own my own business?

Jennifer Chase-Williams, CPA, MBAA of McLaren and Associates, has over 30 years of experience with a profound understanding of tax issues—especially those concerning the ramifications of stock options and other employee incentive programs. Owning and managing five daycare centers in Central Massachusetts gave Jennifer firsthand experience in running a business, and she enthusiastically shares the lessons learned. Taking a hands-on approach to clients’ needs, she works with the McLaren and Associates team to uncover options that others miss and help to reduce their taxes.

On this episode, Susie Panduku, Wealth Advisor at Lexington Wealth Management joined the conversation to add a higher perspective about planning and how it all interacts.

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Tax Disclaimer:

This material is not intended or written to provide and should not be relied upon or used as a substitute for tax or legal advice. Information contained herein does not consider an individual's or entity's specific circumstances or applicable governing law, which may vary from jurisdiction to jurisdiction and be subject to change. Clients are urged to consult their tax or legal advisor for related questions.

General Disclaimer:

Lexington Wealth Management is a team of investment professionals registered with Hightower Securities, LLC, member FINRA and SIPC & Hightower Advisors, LLC a registered investment advisor with the SEC. All securities are offered through Hightower Securities, LLC and advisory services are offered through Hightower Advisors, LLC. This is not an offer to buy or sell securities. No investment process is free of risk and there is no guarantee that the investment process described herein will be profitable. Investors may lose all of their investments. Past performance is not indicative of current or future performance and is not a guarantee. In preparing these materials, we have relied upon and assumed without independent verification, the accuracy and completeness of all information available from public and internal sources. Hightower shall not in any way be liable for claims and make no expressed or implied representations or warranties as to their accuracy or completeness or for statements or errors contained in or omissions from them. This document was created for informational purposes only; the opinions expressed are solely those of the author, and do not represent those of Hightower Advisors, LLC or any of its affiliates. Third-party links and references are provided solely to share social, cultural and educational information. Any reference in this post to any person, or organization, or activities, products, or services related to such person or organization, or any linkages from this post to the web site of another party, do not constitute or imply the endorsement, recommendation, or favoring of Lexington Wealth Management or Hightower Advisors, LLC, or any of its affiliates, employees or contractors acting on its behalf.  Hightower Advisors, LLC, does not guarantee the accuracy or safety of any linked site. Hightower Advisors do not provide tax or legal advice. This material was not intended or written to be used or presented to any entity as tax advice or tax information. Tax laws vary based on the client’s individual circumstances and can change at any time without notice. Clients are urged to consult their tax or legal advisor for related questions.

 

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