AAFCPAs Presents Tax Strategies Post-TCJA at Vistage CEO Group

Posted on June 20, 2019November 19, 2021

AAFCPAs’ tax strategists Dave McManus, CPA, CGMA and Joshua England, JD, LLM presented a tax strategizing session on June 17th, for the benefit of the regional Vistage group of CEOs.
Dave and Josh shared the firm’s strategic tax insights with a distinguished group of executives, business leaders and CEOs on opportunities and challenges presented by the 2018 Tax Cuts and Jobs Act. Attendees gained insight into creative strategies to keep their corporate, income, and state tax liability to a minimum.
AAFCPAs would like to remind all tax paying clients that tax planning is a year-round endeavor! Please consult your AAFCPAs partner to ensure you fully understand all the implications of the TCJA tax legislation. There is a lot at stake when it comes to tax!
AAFCPAs has 45+ years of comprehensive tax expertise. Our team’s pragmatic advice and proven expertise is ready to work for you and your company.
If you have questions about TCJA or business or personal tax planning & compliance, please contact: Dave McManus, CPA, CGMA, at 774.512.4014, dmcmanus@nullaafcpa.com; Josh England, Esq., LLM at 774.512.4109, jengland@nullaafcpa.com; or your AAFCPAs Partner.

About the Authors

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 led industry training sessions on interpreting and implementing new federal and state marijuana statutes, including compliance with 280E. Dave maintains a strong network of cannabis industry investors, attorneys, bankers, employee compensation and benefits providers, realtors, risk managers, and insurance agents, and he leverages these resources as appropriate to help clients achieve success.

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.