Small Business Bootcamp: Financial & Tax Planning Strategies

Wednesday, Sep 26, 2018 8:00 AM - 9:00 AM

A lot of change is taking place in the local Westport business community. As different businesses continue to move into the market, it’s more critical than ever that existing and aspiring small business owners follow financial and tax planning strategies tailored to their unique needs. Register online.

Join Caroline Wetzel, CFP®, MBA, AWMA®, and Vice President, Private Wealth Advisor with Procyon Private Wealth Partners LLC, and Chris Eck, CPA, CRFA, and Partner, Berkow Schechter & Company LLP, for a special session designed specifically for small business owners. Caroline will share financial planning tips for small business owners, and Chris will discuss implications of the recent 2018 Tax Cuts and Jobs Act on small business owners. 

Chris Eck is a Certified Public Accountant (CPA) and received his Bachelors in Accounting from Sacred Heart University in 2007. Chris is also a Certified Forensic Accountant (CrFA) since 2013 and the Audit and Attestation Partner at Berkow, Schechter & Company in Stamford, Connecticut. Chris helps small business owners and entrepreneurs grow their business and established organizations take their operations to the next level by providing accounting, planning and tax strategies. His specialties are Tax, Auditing, Accounting, Payroll, Bookkeeping, IRS correspondence , Tax Planning, Consulting, QuickBooks, Tax Research, IRS & State Tax Debt Settlement.

Caroline Wetzel is passionate about equipping her clients with information and tools to make informed financial decisions. Through financial planning, Caroline assists clients in defining financial goals and determining how to achieve them. Prior to joining Procyon Partners as a Private Wealth Advisor, Caroline worked at UBS for nearly 16 years in both the United States and Switzerland, spending her last 2 years specializing in the development of comprehensive financial plans for affluent individuals, couples, and multi-generational families. Caroline earned her B.S. degree in Policy Analysis and Management at Cornell University and holds an M.B.A. in Finance and Advanced Certification in Marketing from the University of Connecticut School of Business. She also holds the Certified Financial Planner™ and Accredited Wealth Management Advisor designations.

 

 

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