SC&H Roundtable: Personal Finance and Tax for Start-Ups

bwtech@UMBC sponsor SC&H Group, LLC is holding a seminar and office hours next month to discuss personal finance and tax for entrepreneurs.  The seminar will be 45 minutes, followed by half hour one-on-one sessions with subject matter experts Amanda Woodell Willhelm (Tax Principal) and Jeremy Harris (Financial Advisor).

Entrepreneurs have a unique opportunity to truly own their financial success. As a business owner, your personal finances are intricately tied together with the state of your enterprise. Success depends on a strategy carefully crafted to balance individual needs within each unique circumstance. You have taken the time to develop a thorough business plan with milestones and tools to achieve your goals. Today’s subject matter experts will help you understand the tools available to you to help you develop a personal financial strategy. Tax planning, risk mitigation and investing apply to you, your family and your business!

ABOUT OUR EXPERTS

Amanda Woodell Wilhelm works with high net worth individuals on tax issues involving foreign investments and employment, stock option planning, multi-state taxation, passive losses, planned giving strategies, and other tax and planning areas. She also helps same-sex couples who are navigating the planning and compliance process that has arisen from new tax legislation.

Jeremy Harris has worked in finance for 11 years and is in his third year on the SC&H personal finance team.