AAFCPAs’ Tax Practice to Present TCJA “Issues Identification” Session at CMFEO Executive Breakfast

Posted on October 10, 2018September 28, 2021

AAFCPAs Tax Practice Leaders Richard Weiner, CPA, MST, Julie Chevalier, CPA, and Joshua England, JD, LLM will present a Tax Cuts and Jobs Act educational workshop on October 16^th, for the benefit of The Central Massachusetts Financial Executives Organization (CMFEO).
For privately-held companies, the TCJA impacts your financial statements, operating model, liquidity, investments and capital, and people. In this educational session, Rich, Julie and Josh will reveal some of the most significant TCJA changes and their potential impact on corporate tax planning so attendees are better prepared to keep their tax liability to a minimum.
AAFCPAs has over four decades of comprehensive tax expertise. Our team’s pragmatic advice and proven expertise ensures AAF clients do not pay a penny more than what is ideal, given unique circumstances and objectives. We would welcome the opportunity to help you minimize your 2018 tax liability. We look forward to speaking with you to determine how we may best solve your needs. Contact AAFCPAs. >>

About the Authors

Richard Weiner, CPA, MST, CM&AA

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.

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.

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.