2016 Year-End Tax Planning Webinar

AAFCPAs Richard Weiner, Julie Chevalier, and Josh England provided business owners, executives, and their business advisors with an essential overview of 2016’s top year-end tax planning tips, as well as recommendations for on-going, year-round planning.

In this 1-hour professional development webinar, AAFCPAs tax advisors provided attendees with an understanding of the key areas that could have a major impact on reducing your tax burden this year, while supporting long range goals.

This on-demand webinar covers

Commercial Taxation:

Recommendations for making the most of 2016 year-end adjustments;
Tax provisions extended through 2019;
Tangible property regulations;
The impact election results may have on future tax planning

Multistate Taxation:

Economic Nexus: In what states may you have to file?
The potential liability or benefit caused by states adopting a Market-Based Sourcing sales apportionment methodology;
Current developments in state methodology changes;
The potential impact of commerce through online retailers, such as Amazon.com

Individual & Family Taxation:

New tax return deadlines affecting the 2016 filing season;
Family wealth planning;
Capital gain deferral or savings techniques;
Reporting of foreign assets;
What the IRS is doing about identity theft.

Watch Webinar

About the Authors

Joshua England, LLM, Esq.

Josh is a tax strategist with extensive expertise advising high-net-worth individuals, nonprofits, and business owners and investors on effective strategies to ensure tax efficiency, asset protection, well-executed succession plans, and wealth preservation. He has been practicing law since 2000 and focuses his practice on the areas of wealth transfer planning, fiduciary and individual taxation, business structuring to maximize tax efficiency, and advising tax-exempt organizations, foundations and charitable donors.

Julie Chevalier, CPA

Julie is a hands-on leader of AAFCPAs’ tax team. She is responsible for ensuring that clients minimize tax obligations with cutting-edge solutions based upon proven effective and reliable tax expertise. Her skills are concentrated on state and local taxation (SALT), including: income, franchise, property, payroll and sales and use taxes. She delivers compliance, tax consulting and tax planning solutions for individuals and privately-held businesses in a variety of industries, including: retail, professional services, technology, software, publishing, manufacturing and nonprofit entities. She is highly-sought after for her knowledge on issues related to: physical presence versus economic nexus; state apportionment; tax exposure in relation to FIN 48 financial reporting; and the tax implications of multi-state transactions, such as: mergers, acquisitions, expansions and relocations.

Richard Weiner, CPA, MST

Rich has over 30 years of broad tax experience with a specialty in tax planning and consulting for private and publicly-held businesses. Rich has specific expertise in the Software, Bio-Technology, Medical Device, Life Science, Manufacturing, Retail, Professional Service and Publishing industries, as well as U.S. aspects of international taxation. He works extensively with European companies expanding into the U.S. market. Additional areas of focus include companies and stockholders in transition, including structuring of and planning for Mergers & Acquisitions, planning for changes in ownership and management, and adoption of tax methodologies with a view toward the long term. He is well known in his field and is a frequent speaker on a variety of tax related topics.