CANCELED: Small Business: How the New Tax Laws Impact You

Wednesday, Jun 6, 2018 8:00 AM - 9:00 AM

Canceled. Just back for a new date.

Small business owners face unique challenges compared to other professionals. Time and capital are critical to start a small business, and strategic financial planning and tax management are essential for a small business owner’s success over time. Join Caroline Wetzel, CFP® and Vice President, Private Wealth Advisor with Procyon Private Wealth Partners LLC, and Chris Eck, CPA 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 and received his Bachelors in Accounting from Sacred Heart University in 2007. Chris is also a Certified Forensic Accountant 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. 

Disclosure: Procyon Private Wealth Partners, LLC and Procyon Institutional Partners, LLC (collec-tively "Procyon Partners") are registered investment advisors with the U.S. Securities and Ex-change Commission (“SEC”). This presentation is provided for informational purposes only and for the intended recipient[s] only. This presentation is derived from numerous sources, which are be-lieved to be reliable, but not audited by Procyon for accuracy. This report may also include opin-ions and forward-looking statements which may not come to pass. Information is at a point in time and subject to change. Procyon Partners does not provide tax or legal advice. 
 

 

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