Worcester Business Journal

26 Worcester Business Journal | March 19, 2018 | wbjournal.com What does the new tax law mean to me? Our team can do a projection and forecast how the new law will affect you and your company, and recommend what you actions you need to take to maximize your savings and limit your obligation. Guru Tax and Financial Services has been offering expert advice and tax preparation services to individuals, business and property owners for over 25 years. Our expertise includes not only domestic tax matters, but also international ones, including foreign asset declarations, with expertise in handling offshore voluntary declaration program. Our services include tax planning, preparation tax consulting. Through Satya Mitra we also offer the following services: • Financial planning * • Wealth Management * • Investments * • Annuities * • Retirement Planning: IRA and 401k Rollover * THE GURU Tax & Financial Services Inc. 446 Main Street, 16th floor • Worcester, MA • 508-797-0005 Email: Satya@thegurutax.com *Securities offered through H.D. Vest Investment Services, Member SPIC. Advisory Services offered through H.D. Vest Advisory Services. The Guru Tax and Financial Services Inc. is not a registered broker/dealer or independent investment advisory firm. Satya B. Mitra* Ph.D., E.A., CFP, ® Enrolled Agent Certified Financial Planner A C C O L A D E S & H O N O R S HEATHER BELAIR has been promoted to vice president and virtual branch manager for Bay State Savings Bank's 28 Franklin St. location in Worcester. Belair, who lives in West Boylston, joined the bank as a part-time student teller in 2003 at its Auburn High School branch. NOREEN JOHNSON SMITH is the new chair of the Worcester Community Action Council's board of directors. Johnson Smith is the chief development officer at the Family Health Center of Worcester and has served on the board for five years. She replaces as chair STEVE JOSEPH, a senior vice president at Unum. DANIEL BARNARD of Worcester is the new vice president and business devel- ON THE MOVE M O V E R S & S H A K E R S opment officer at The Milford National Bank. He was previ- ously a vice presi- dent and relation- ship manager in commercial lending for TD Bank in Boston. BRENDAN GALLAGHER is the new branch manag- er for Main Street Bank's Devens, Lunenberg and Shirley locations. Gallagher, an Assumption College graduate, lives in Ayer. He began his career in 1997 as a portfolio analyst and has worked as a financial analyst, client manager and operations manager, and he has been a branch manager since 2004. St. Mary's Credit Union of Marlborough has made four recent promotions. SHERRIE L. LEBOEUF of Uxbridge has been BELAIR SMITH BARNARD promoted to senior vice president, human resources. She previously served as vice pres- ident and has been with St. Mary's since 2005. SARAH A. DAY of Marlborough has been promoted to vice president, com- mercial loan officer. Day, who joined St. Mary's in 2005, previously served as assistant vice president. ARMAND A. FERNANDEZ of Franklin has been pro- moted to vice president, senior small business loan officer. He joined St Mary's Credit Union in 2013 as vice president, small business lending. CHRISTINE G. MONTEIRO of Hudson has been pro- moted to vice president, market manag- er. Monteiro, a St. Mary's employee since 2004, previously served as vice president, branch manager. Millbury Federal Credit Union has appointed two new members to its board of directors. ALICIA M. O'CONNELL, an attorney and co- owner of the Auburn law firm O'Connell & O'Connell, has been named a board member. She is also the president of the board of directors at Girls Inc. of Worcester. PAUL A. IRISH of Millbury has been named to the credit union's supervisory committee. He is the associate dean of students at the College of the Holy Cross and is a graduate of Assumption College. ALLISON BERNIER is the new vice president of the Central Community Health Partnership. She is formerly the director of care inte- gration at The Providence Center, a community mental health provider in Rhode Island. The Central Community Health Partnership will serve MassHealth patients in Central Massachusetts and include the service providers AdCare, The Bridge of Central Massachusetts, Alternatives, LUK, Inc. and Venture Community Services. CHRISTOPHER BASTIEN has been named area mall manager and MATHEW DYER has been named area director of marketing at Solomon Pond Mall in Marlborough and at Auburn Mall for Simon, the owner of both malls. Bastien has been with Simon since 2000 and will manage day-to-day operations at both Central Massachusetts malls. Dyer most recently worked as guest services manag- er at the Burlington Mall and will oversee marketing efforts, including public rela- tions and social media, for both malls. LYNN GREGOIRE of Worcester has been named the assistant director of nursing at Holden Rehabilitation & Skilled Nursing Center. Gregoire is a Quinsigamond Community College graduate and has worked with Oriol Health Care since 2002. GALLAGHER LEBOEUF DAY FERNANDEZ MONTEIRO O'CONNELL IRISH BERNIER BASTIEN DYER GREGOIRE Wegmans, with a store in Northborough and an employment office in Framingham, was named a 2018 Fortune 100 Best Companies to Work For, according to the magazine and the con- sulting firm Great Place to Work. The awardees are chosen from more than 310,000 employee survey responses. Wegmans came in at No. 2 on the list. James B. Kenary IV and Samuel C. Kenary, financial advisors in the Worcester Morgan Stanley Wealth Management office, were named to Forbes Magazine's inaugural list of America's Best-in-State Wealth Advisors. The ranking is based on an algorithm of qualitative and quantitative data, rating thousands of wealth advisors and weighing factors like revenue trends and compliance records. Leominster's Green Leaf Construction won a Silver Award from the New England Chapter of the Design Build Institute of America, for the central dis- tribution facility for F.W. Webb Company, which encompasses nearly 1 million square feet of warehouse and Class A office space. James B. Kenary IV Samuel C. Kenary W M o v e r s & S h a k e r s | A c c o l a d e s & H o n o r s W

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