May 13th, 2021
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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