CREW Boston

Ask the Accountant! CREW Boston Entrepreneur Exchange Lunch Meeting

In February, the Entrepreneur Exchange was joined by Angela Parziale, CPA, MST, Shareholder with Walter & Shuffain, P.C. Certified Public Accountants & Business Advisors. Angela is an active CREWBoston Member, past Board member and Treasurer, AND Achievement Award Winner!

Just in time for tax prep season, Angela gave an overview of her role at Walter & Shuffain (WS) and their services, then fielded a wide range of questions from a diverse group of business owners and managers. She also provided a reference packet from WS for our use.  We discussed retirement plan options and defined benefit plans, health savings accounts and consortium plan opportunities.

S-Corp versus LLC status was a hot topic, as were “Safe Harbor” Estimated payments. We learned that WS recently brought in a bookkeeper to clean up their clients’ books as needed. Yes, you really do need a financial planner, pension manager, AND an accountant (and even they need a bookkeeper!)

Looking to our future tax plans, members voiced concerns over the IRS’ planned retirement of the Alternative Minimum Tax (AMT) -- a big deal in Massachusetts where our Real Estate taxes are high --and changes in Tax Credits under the new Administration, as many of us work in the Affordable Housing industry.
Other trends of note in 2017:
  • Due dates have changed, affecting filing times, not payment dates
  • Pass through entities should do their estimates in December
  • Clients are cautiously optimistic
Angela oversees audits, reviews and tax work for clients in the commercial real estate, hospitality, manufacturing, wholesale and professional service industries. With extensive experience in both generally accepted accounting principles (GAAP) and tax engagements, Angela is adept at servicing business and personal interests at the highest level.

Learn more about Angela:

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Confirmed Attending

  • Rebecca Bachand
  • JOhnna Barry
  • Debra Caminiti
  • Audra Dainora
  • susan davis
  • Pam Fisher
  • Elizabeth Krol
  • Leslie Livitz
  • Cyndy Murphy
  • Michelle Paul
  • Lisa Sheehan
  • Lynne Sweet