Congratulations to Laura Jagdman, CPA!

We’re thrilled to announce a significant leadership update. Laura Jagdman, CPA has been
promoted to Director of Tax.

This promotion reflects Laura’s significant contributions to our firm and expanded
responsibilities in overseeing our tax team. Laura will lead our tax team, focusing on:
– Business/Personal/Entity tax preparation
– Strategic tax advice & planning
– Quality control of tax engagements
– Mentoring and developing our tax team
– Staying ahead of evolving tax regulations
– Identifying tax clients that may benefit from our One Advisor Twice the Advice TM
proven process

Chesapeake Financial Advisors & Taylor & Company have consistently been ranked as the
Best of Baltimore by Baltimore Sun readers*. Our Founder, Tom Taylor, CPA/PFS had this to
say, “Given the changing and aging demographics of tax preparers, we have a significant
opportunity to impact the lives of more clients than ever and I’m excited to drive this growth
alongside Laura’s exceptional tax acumen, ensuring our clients receive the best advice, tax
compliance and delivery of tax work that is second to none.”

Tom went on to say “Please join me in congratulating Laura on this well-deserved recognition.
Her expertise and leadership have been invaluable to our firm and clients. We are grateful for all
the good work Laura does to make our clients’ lives easier. Thank you, Laura!”

*AWARDS DISCLAIMER The Baltimore Sun award/recognition was based on an anonymous
vote by Readers of the Baltimore Sun Newspaper. Chesapeake Financial did not compensate
any individual or organization for this award, nor were there any admission or administrative
fees paid.

.