2018 Year-End Tax Planning for Privately-Held Companies (Part 2) Webinar OnDemand

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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 …

Julie Chevalier, CPA

Julie 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 …
David Gravel

David J. Gravel, CPA, MPAc

Dave is a leader in AAFCPAs’ cannabis practice. He provides tax and consulting solutions to multi-state operators, recreational and medical retailers, cultivators, product manufacturers, and investors. He has extensive experience advising cannabis operators and license applicants on optimal entity structure, maximizing deductions in accordance with IRC Section 280E, and multi-year tax planning to ensure preferred tax results, with a focus on preserving cash and maximizing lender/investor value. He also provides guidance on avoiding pitfalls associated with …