2018 Year-End Tax Planning for Privately-Held Companies (Part 1)

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About the Authors

Richard Weiner

Richard Weiner, CPA, MST, CM&AA

Rich has more than 35 years of broad tax experience with a specialty in tax planning and consulting for private and publicly held national and multi-national businesses. He has expertise advising software, biotechnology, medical device, life science, manufacturing, retail, professional service, and publishing industries. Rich helps AAFCPAs’ corporate clients streamline their operations, maximize tax savings, and ensure regulatory compliance. His strategic tax recommendations consider each company’s specific financial circumstances, business operations, and goals. This may involve …
David McManus

David McManus, CPA, CGMA

Dave leads AAFCPAs’ Cannabis Business Practice, providing highly coveted tax, entity structure, and business advisory solutions.  Dave has been deeply immersed in understanding the complex financial and operational nuances of the cannabis industry since 2012. He advises multi-state operators, recreational and medical retailers, cultivators, product manufacturers, and investors. He proactively advises clients on risks, opportunities, and tax implications related to market entry, accounting methods, capital structure, debt financing, R&D, M&A, and goodwill impairment. He has …
Daniel Cahill

Daniel Cahill, CPA

Dan has extensive experience in federal, state and multistate corporate taxation.  He delivers compliance and tax planning solutions for a variety of sophisticated privately-held C Corporations, S Corporations, and Partnerships, as well as high-net-worth individuals. Dan specializes in multistate taxation, including: state and local tax (SALT) analysis, sales and use taxes, determining nexus, accounting for income taxes (ASC 740), and negotiating voluntary disclosure agreements.  He also advises clients in partnership compliance, including analysis of partner allocations, …

Bella Amigud, CPA, MST

Bella delivers compliance and tax planning solutions for privately-held companies in a variety of industries, including life sciences, health tech, high tech, software, green tech, clean tech, retail, and private equity. She specializes in advising clients on international, federal, and multi-state taxation. Bella advises multi-national clients on the implications of cross-border transactions, including: initiation of U.S. or foreign operations, income tax nexus, filing options, tax credit rules, global intangible low-taxed income (GILTI) and foreign-derived intangible income …